Direct Solutions Consultant (Investment Management)

Addepar
Salt Lake City
Workplace: OnsiteFull timeUSD 74,000 - 93,000 annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Organizational skills","Time management","Independence","Continuous improvement"]

Design and implement out-of-the-box onboarding solutions for new investment management clients, turning complex financial and client data into actionable value. Use deep finance and technology knowledge to model and examine financial instruments, manage project expectations throughout delivery, and drive retention through exceptional client satisfaction. Lead scope changes, oversee data conversions, improve scalable processes and tools, and assure delivery for third-party engagements.

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Addepar
Addepar
2 days ago

Direct Solutions Consultant (Investment Management)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Design and implement out-of-the-box onboarding solutions for new investment management clients, turning complex financial and client data into actionable value. Use deep finance and technology knowledge to model and examine financial instruments, manage project expectations throughout delivery, and drive retention through exceptional client satisfaction. Lead scope changes, oversee data conversions, improve scalable processes and tools, and assure delivery for third-party engagements.
Location: Salt Lake City
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Demonstrate technical and industry expertise to onboard users and client data onto Addepar.
  • •Deliver high-value client outcomes aligned with expectations and transition to a best-practice operating model.
  • •Proactively manage expectations internally and externally across the full project lifecycle.
  • •Lead scope changes to deliver high-value outcomes aligned with client expectations.
  • •Own historical data conversions end-to-end and improve processes, templates, and methodologies to reduce effort and duration.
Travel: Low travel

Pay and Benefits

Salary: USD 74,000 - 93,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Professional experience in project management, financial services, or consulting (project management strongly preferred).
  • •Superior communication, organizational, and time-management skills for a client-facing environment.
  • •Ability to understand historical data conversion methodologies and different source systems (or willingness to learn).
  • •Process-oriented mindset with continuous improvement focus.
  • •Independence, adaptability, and strong interpersonal skills to train and communicate with clients via email, phone, and face-to-face.
Experience:Financial servicesConsultingProject management
Skills:CommunicationOrganizational skillsTime managementIndependenceContinuous improvement
Languages:English
Tech Stack:PythonSalesforce

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
WebsiteLinkedIn