Addepar

1 month ago

Alternatives Data Solutions Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

ADM Solutions Consultants lead onboarding and implementation of the ADM solution for clients, guiding project management, design, and execution. They collaborate across Data, Product, Client Management, and Sales teams, manage multiple projects, and ensure client success in a fast-paced financial technology environment.

Location: Salt Lake City

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Onboard and implement ADM for Addepar clients where you will lead the project management, 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

Pay and Benefits

Salary: USD 74,000 - 93,000 annually

Equity and Bonus:Equity

Key Requirements

•2-3+ years professional experience in finance, technology, project management and/or consulting.
•Experience with project management.
•Experience working with alternative investment data.
•Excellent communication, organizational, and time-management skills.
•Independent, adaptable and able to thrive in a fast-paced environment.

Experience:2-3 yearsFinanceTechnologyProject managementConsultingAlternative investment data

Skills:CommunicationOrganizationTime-managementProblem-solvingLeadership

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

1 month ago

Alternatives Data Solutions Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Salt Lake City

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Onboard and implement ADM for Addepar clients where you will lead the project management, 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

Pay and Benefits

Salary: USD 74,000 - 93,000 annually

Equity and Bonus:Equity

Key Requirements

•2-3+ years professional experience in finance, technology, project management and/or consulting.
•Experience with project management.
•Experience working with alternative investment data.
•Excellent communication, organizational, and time-management skills.
•Independent, adaptable and able to thrive in a fast-paced environment.

Experience:2-3 yearsFinanceTechnologyProject managementConsultingAlternative investment data

Skills:CommunicationOrganizationTime-managementProblem-solvingLeadership

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn