Direct Solutions Consultant Salt Lake City, UT

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness and excel at project governance. Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands‑on approach to teaching, learning, and developing the functions of our organization. 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 range displayed on this posting is $90,000 – $112,000 (base salary) + bonus + equity + benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship, and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Demonstrate technical and industry expertise to onboard users and client data onto Addepar. Deliver high‑value client outcomes aligned with client expectations and transition seamlessly to a best‑practice operating model. Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle. Ensure retention of clients driven by high client satisfaction and reference‑ability. Lead scope change to deliver high‑value client outcomes aligned with client expectations. 100% compliance with gold standard responsibilities and documentation. Own historical data conversions from start‑to‑finish demonstrating Addepar’s best‑practice methodologies. Prioritize and context‑switch effectively to complete simultaneous projects, seeing each through to the finish line. Proactively communicate project health and status to internal and external senior leadership. Think critically about how to improve our current processes and tools both internally and externally as our client base expands. Minimize project effort and duration through the development of scalable processes, pre‑configured templates, and improved methodologies. Own and lead delivery assurance for external, third‑party engagements. Be an expert on all things Addepar. Who You Are Professional experience in project management, financial services or consulting is preferred; prior client‑facing experience is a plus. Candidates must have superior communication, organizational, and time‑management skills. An understanding of historical data conversion methodologies and different source systems (or willingness to learn). Process‑oriented with an eye toward continuous improvement. Independent, adaptable, and able to thrive in a fast‑paced environment. Strong interpersonal skills to train and communicate effectively with clients via email, phone, and face‑to‑face. Passion for technology and finance. Occasional travel. Bonus: Previous experience in investment management software implementations. Bonus: Previous experience with programming/scripting, specifically Python. Bonus: Previous experience with Salesforce. Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. Equal Opportunity Employer 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. #J-18808-Ljbffr