Alternatives Data Solutions Consultant

The Role An ADM (Alternatives Data Management) Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps. The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients' needs, take a hands‑on approach to solving problems, work collaboratively with internal teams and take ownership of our clients' success. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment‑based visas such as H‑1B, F‑1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. Addepar takes a market‑based approach to pay. A successful candidate’s starting pay will be determined based on the role, job‑related skills, experience, qualifications, work location, and market conditions. The current range for this role is $74,000 - $93,000 (base salary) + bonus + equity + benefits. What You’ll Do 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. Who You Are Minimum 2‑3+ years professional experience working in finance, technology, project management and/or consulting. Solution‑oriented approach and a passion for problem solving. Experience with project management. Experience working with alternative investment data. Strong work ethic, proactive and a high contributing teammate. Independent, adaptable and can thrive in a fast‑paced environment. Excellent communication, organizational, and time‑management skills. Experience with the Addepar platform is a plus. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to View email address on click.appcast.io. #J-18808-Ljbffr