Addepar

1 month ago

Sr. Enterprise Client Solutions Consultant (Investment Management)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior enterprise solutions consultant responsible for leading implementation design and execution for large client onboarding, coordinating cross-functional teams (Sales, Engineering, Product), and ensuring solutions fit complex client requirements within the Addepar ecosystem. You will manage multiple projects, drive process improvements, and maintain proactive, consultative client Engagement.

Location: Salt Lake City

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key 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

Pay and Benefits

Salary: 90,000 - 140,000 annually

Equity and Bonus:Equity

Key Requirements

•Minimum 4+ years 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.
•Excellent communication, organizational, and time-management skills.
•Experience programming in Python language and/or experience with project management is a plus

Experience:4+ yearsFinanceTechnologyConsulting

Skills:CommunicationProblem-solvingLeadershipCollaborationTime-management

Languages:English

Tech Stack:Python

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

Loading job details...

Preparing the role view and application actions.

Addepar

1 month ago

Sr. Enterprise Client Solutions Consultant (Investment Management)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Salt Lake City

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key 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

Pay and Benefits

Salary: 90,000 - 140,000 annually

Equity and Bonus:Equity

Key Requirements

•Minimum 4+ years 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.
•Excellent communication, organizational, and time-management skills.
•Experience programming in Python language and/or experience with project management is a plus

Experience:4+ yearsFinanceTechnologyConsulting

Skills:CommunicationProblem-solvingLeadershipCollaborationTime-management

Languages:English

Tech Stack:Python

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