Sr. Enterprise Client Solutions Consultant (Investment Management)

Who We Are Addepar is a global data and AI platform that empowers investment professionals to convert complex financial information into actionable intelligence. We unify portfolio, market and client data, delivering AI‑powered insights across workflows. With more than 1,400 firms in nearly 60 countries managing close to $9 trillion in assets, we integrate with over 650 partners to support end‑to‑end investment operations worldwide. The Role A Senior Enterprise Solutions Consultant serves as the implementation architect for our largest projects, leading design and oversight for new client onboarding to the Addepar platform. You will craft solutions that align with clients’ complex needs and ensure compatibility across our evolving ecosystem. What You’ll Do Onboard new clients to the Addepar platform, leading solution design and execution of implementation projects. Work closely with cross‑functional teams to ensure successful project delivery and client satisfaction. Prioritize and manage multiple projects, seeing each through to completion. Identify opportunities to improve current processes and methodologies as the platform expands. Engage clients proactively in a consultative, professional manner. Who You Are Minimum 6+ years professional experience in finance, technology and/or consulting. Solution‑oriented mindset and passion for problem solving. Proven ability to research, design and implement solutions for complex problems. Strong work ethic, proactive and a high‑contributing teammate. Independent, adaptable, and capable of thriving in a fast‑paced environment. Excellent communication, organizational, and time‑management skills. Experience programming in Python and/or project management is a plus. 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. 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. Compensation Salary range: $112,000 – $175,000 (base). Additional bonus, equity and benefits are offered. Pay is market‑based and depends on location, experience and qualifications. Legal & Equal Opportunity You must be legally authorized to work in the United States without requiring current or future visa sponsorship. The company is an equal‑opportunity employer committed to diversity and inclusion. Accommodations for disabilities are provided according to all applicable laws. #J-18808-Ljbffr Addepar