Direct Solutions Consultant

The Role

Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we efficiently and effectively onboard some of the world’s most sophisticated investors. They focus on identifying how Addepar can unlock significant value for our clients. They regularly call upon their analytical skills to advise clients on how to model and examine their financial instruments and assets. They deeply understand finance and technology, take ownership of our clients' happiness, and excel at project governance. 

Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedules. They are expected to display a strong sense of self-reliance and the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and appreciate our target markets (hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.

The Direct team supports a range of sophisticated investment management firms, including Registered Investment Advisors (RIAs), Family Offices, and similar Core clients. These firms rely on Addepar’s platform to streamline operations, enhance reporting, and drive better client investment insights. Given the complexity and diversity of their portfolios, Solutions Consultants play a critical role in ensuring seamless onboarding, data accuracy, and ongoing platform adoption.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $74,000 - $116,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Demonstrate technical and industry expertise to onboard users and client data onto Addepar
• Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
• Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
• Ensure retention of clients driven by high client satisfaction and reference-ability
• Lead scope change to deliver high-value client outcomes aligned with client expectations 
• 100% compliance with gold standard responsibilities and documentation
• Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies 
• Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
• Own and lead delivery assurance for external, third-party engagements
• Be an expert on all things Addepar

Who You Are

• Professional experience in Project management, Financial Services, or Consulting is preferred. Prior client-facing experience is a plus
• Candidates must have superior communication, organizational, and time-management skills
• An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
• Process-oriented with an eye toward continuous improvement
• 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
• Occasional Travel
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with programming/scripting, specifically python
• [Bonus] Previous experience with Salesforce