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Mid LevelFull-timePythonRust
Salary Range
$51,000 - $69,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Solutions Consultant to join Addepar, a global technology and data company that helps investment professionals provide informed guidance for their clients. This role involves designing and implementing solutions for new clients, ensuring efficient onboarding of sophisticated investors.
Key Responsibilities
- →Demonstrate technical and industry expertise to onboard users and client data onto Addepar
- →Deliver high-value client outcomes aligned with client expectations
- →Manage expectations both internally and externally throughout the project lifecycle
- →Ensure client retention through high satisfaction and reference-ability
- →Lead scope change to deliver high-value client outcomes
- →Ensure 100% compliance with gold standard responsibilities and documentation
- →Own historical data conversions from start-to-finish
- →Prioritize and context-switch effectively to complete simultaneous projects
- →Communicate project health and status to internal and external senior leadership
- →Improve current processes and tools as our client base expands
- →Minimize project effort and duration through scalable processes and improved methodologies
- →Own and lead delivery assurance for external, third-party engagements
- →Be an expert on all things Addepar
Requirements
- ✓Professional experience in Project management, Financial Services or Consulting
- ✓Prior client-facing experience is a plus
- ✓Superior communication, organizational, and time-management skills
- ✓Understanding of historical data conversion methodologies and different source systems
- ✓Process-oriented with an eye toward continuous improvement
- ✓Independent, adaptable, and able to thrive in a fast-paced environment
- ✓Strong interpersonal skills to train and communicate effectively with clients
- ✓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
