Addepar

Addepar

Enterprise Solutions Consultant

Salt Lake City, UT

No sponsorship$74k-$93kDetected 7 days ago
PythonProject ManagementCommunicationAdaptability

About the role

  • They are passionate about understanding our clients' needs, take a hands-on approach to solving problems, and work collaboratively with internal teams to take ownership of our clients' success.
  • They must possess a deep understanding of our target markets and the clients we serve.
  • Addepar takes a market-based approach to pay.

Responsibilities

  • Onboard new clients to the Addepar platform by leading the solution design and execution of the implementation project
  • Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.
  • More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
  • Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
  • Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
  • Solutions Consultants are responsible for the solution design and execution of end-to-end implementation projects for new clients onboarding to the Addepar platform.

Requirements

  • Minimum 2+ years of professional experience working in finance, technology, and/or consulting

Nice to have

  • Experience programming in Python language and/or experience with project management is a plus

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

  • The current range for this role is $74,000 - $93,000 (base salary) + bonus + equity + benefits.

Company info

  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
  • The Role
  • Solutions Consultants are responsible for the solution design and execution of end-to-end implementation projects for new clients onboarding to the Addepar platform. They are passionate about understanding our clients' needs, take a hands-on approach to solving problems, and work collaboratively with internal teams to take ownership of our clients' success.
  • The ideal candidate has relevant experience in finance and technology and is expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams, including Sales, Engineering, and Product. They must possess a deep understanding of our target markets and the clients we serve.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Visa & Work Authorization

  • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.