Sr. Enterprise Client Solutions Consultant (Investment Management)

Addepar
Salt Lake City
Workplace: OnsiteFull timeUSD 90,000 - 112,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 4+ yearsSkills: ["Self-reliance","Leadership","Collaboration","Problem-solving","Ownership"]

Lead solution design and oversee implementations for Addepar’s largest clients, partnering with cross-functional teams to onboard new customers successfully. You’ll ensure solutions align with clients’ complex requirements and remain compatible across the Addepar ecosystem. Manage multiple concurrent projects, improve processes and methodologies as the platform expands, and provide proactive, consultative support that drives client satisfaction and long-term success.

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Addepar
Addepar
1 day ago

Sr. Enterprise Client Solutions Consultant (Investment Management)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Lead solution design and oversee implementations for Addepar’s largest clients, partnering with cross-functional teams to onboard new customers successfully. You’ll ensure solutions align with clients’ complex requirements and remain compatible across the Addepar ecosystem. Manage multiple concurrent projects, improve processes and methodologies as the platform expands, and provide proactive, consultative support that drives client satisfaction and long-term success.
Location: Salt Lake City
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Lead solution design and execution for client implementation projects.
  • •Onboard new clients to the Addepar platform ensuring best-fit solutions.
  • •Collaborate with cross-functional teams to ensure successful delivery and client satisfaction.
  • •Manage multiple simultaneous projects from start to finish while prioritizing effectively.
  • •Identify opportunities to improve processes and standard methodologies as the platform expands.

Pay and Benefits

Salary: USD 90,000 - 112,000 annually
Equity and Bonus:Equity

Key Requirements

  • •4+ years of professional experience working in finance, technology and/or consulting.
  • •Solution-oriented mindset with strong problem-solving focus.
  • •Ability to research, design, and implement solutions for complex problems.
  • •Excellent communication, organizational, and time-management skills.
  • •Experience programming in Python and/or project management experience (plus).
Experience:4+ yearsFinanceTechnologyConsulting
Skills:Self-relianceLeadershipCollaborationProblem-solvingOwnership
Languages:English
Tech Stack:Python

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