Enterprise Solutions Strategist

1 day ago


New York, New York, United States Addepar Full time

Addepar is a pioneering technology and data company that empowers investment professionals to provide precise guidance for their clients.

Hundreds of thousands of users trust Addepar to inform smarter investment decisions and better advice over the last decade.

The company has client presence in more than 45 countries, aggregating portfolio, market and client data for over $6 trillion in assets.

Addepar's open platform integrates with more than 100 software, data and services partners to deliver a comprehensive solution for a wide range of firms and use cases.

We're seeking an Enterprise Solutions Consultant who will lead the design and oversight for new clients onboarding to the Addepar platform.

You will be responsible for ensuring that we develop the best solutions to fit our clients' unique and complex requirements.

The ideal candidate has relevant experience in a related financial domain as well as consulting and technology.

Salary: $92,800 - $140,000 per year

Responsibilities:
  • Onboard new clients to the Addepar platform leading the solution design and execution of the implementation project
  • Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
  • Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
  • Connect with clients in a proactive, consultative, and professional manner
Requirements:
  • Minimum 2+ years of professional experience working in finance, technology, and/or consulting
  • Solution-oriented approach and a passion for problem-solving
  • Proven ability to research, design, and implement solutions for complex problems
  • Strong work ethic, proactive and a high contributing teammate
  • Independent, adaptable, and can thrive in a fast-paced environment
  • Excellent communication, organizational, and time-management skills
  • Experience programming in Python language and/or experience with project management is a plus


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