Enterprise Solutions Consultant
Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
Solutions Consultants are responsible for leading and executing end-to-end implementation projects to onboard new clients on to the Addepar platform. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and they work closely with clients to design and build solutions to meet their needs. SCs have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams and take ownership of our clients’ success.
Our ideal candidate has a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. A Solutions Consultant is given discretion over his or her projects and work schedule. He or she is expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. He or she must possess a deep understanding of our target markets and the clients we serve. Ideal candidates also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our software.
Responsibilities:
- Lead and execute implementation projects onboarding new clients to the Addepar platform
- Assess and own the success of add-on projects and partner delivery assurance
- Leverage technical and industry expertise to transition clients and their data onto Addepar
- Effectively set, manage, and communicate expectations both internally and externally
- Prioritize and context-switch effectively to execute on simultaneous projects, seeing each through to the finish line
- Think critically about how to improve our current processes and tools both internally and externally as our client base expands
- Be an expert on all things Addepar
Requirements:
- Professional experience in Financial Services or Consulting in related fields. Prior client-facing experience is a plus
- 2+ years of professional experience
- Candidates must have superior communication, organizational, and time-management skills
- The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment
- Strong interpersonal skills to train and communicate effectively with clients via email, on the phone and face-to-face
- Passion for technology and finance
- Experience with programming/scripting, specifically python
- Occasional Travel
- [Bonus] Previous experience in investment management software implementations
- [Bonus] Previous experience with project management
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Unfortunately, at this time we cannot accept Colorado applicants.