Implementation Consultant
4 weeks ago
We are seeking a highly skilled Implementation Analyst to join our team at Addepar. As an Implementation Analyst, you will lead and carry out end-to-end implementation projects to onboard new clients onto our platform. You will work closely with clients to design and build solutions to meet their needs at any scale.
Key Responsibilities- Lead and complete implementation projects onboarding new clients to the Addepar platform
- Assess and own the success of add-on projects and partner delivery assurance
- Demonstrate technical and industry expertise to transition clients and their data onto Addepar
- Effectively set, lead, and communicate expectations both internally and externally
- Prioritize and context-switch effectively to complete 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 a subject matter expert on all things Addepar
- 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 outstanding 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
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. We are proud to be an equal opportunity employer and seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions.
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