Financial Solutions Consultant for AI-Driven Investment Platform
Addepar
Addepar is seeking a Solutions Consultant/Architect in Salt Lake City to design and implement onboarding solutions for new clients, translating complex data into actionable outcomes. The role requires strong finance and tech acumen, independent project management, and the ability to collaborate with Sales, Product, and Partnerships teams. Travel may be required as we scale our client base. #J-18808-Ljbffr Addepar
$95.55k - $195.25k
...Transformation Senior Consultant supporting Transformation... ...for Corporate, Investment Management, Operating... ...Adaptable, resilient, and solution-oriented, with comfort... ...thinking experience; process-driven mindsetBusiness... ...compliance/provision platforms to drive efficiency and...PlatformWork at officeLocal areaVisa sponsorship- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial... ...and inclusion as our platform for innovation and a key component...PlatformTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...DescriptionJob Title: Senior Solution Architect Client... ...programming languages Cloud Platforms * Amazon Web Services (... ...Microservices * Event-driven architecture *... ...Linux Shell scripting AI & Emerging Technologies... ....) * Experience within financial services, government, healthcare...PlatformContract work
- ...Partner Solutions Engineer Anrok is the leading AI-driven tax automation platform enabling businesses to expand globally without compliance complexity. As the digital... ...processors, ERPs, and the accounting and consulting firms that implement them. You'll be the...PlatformWorldwide
- Cengage Group is seeking a Senior Financial Analyst to support FP&A for the Work and ELT teams. The role focuses on forecasting, variance... ...reporting and drive strategic decision-making with data-driven analyses. The successful candidate will partner with product and...Suggested
- ...siteFilevine is a Legal AI company delivering... ...teams into one unified platform—where modern legal work... ...the country.As a Legal Solutions Engineer you will be... ...seeking an extremely driven and confident individual... ...demonstrations of products.Take a consultative approach in working...PlatformFull timeContract workTemporary workWork at office2 days per week3 days per week
- ...to join our team as a PLM/ERP Solution Engineer, owning how product information... ...(Agile) and ERP (Oracle EBS) platforms. You will keep our work audit-... ...and find smart ways to put AI and automation to work. Our... ...recommendationsStrong data-driven analysis and sound judgment on...PlatformFlexible hours
$70k - $175k
...Financial Advisor Opportunity LPL Financial partners with TruStage... ...of LPL Financial. The Investment Program at Utah Community Credit... ...Credit Union for financial solutions. This position will offer:... ...An open architecture platform with access to thousands of...PlatformLocal area- ...strategies drawn from our deep investment experience, diverse wealth... ...an unparalleled investment platform inclusive of the full product... ...private wealth management, financial services, or related professional... ...and developing innovative solutions for clientsSelf-motivated...Platform
$130k - $150k
...Capital Solutions Manager Behind many of life's most important transactions... ...and join a fast growing platform and partner with the... ...grasp complex problems. You are driven to be accurate and maintain a... ..., with significant strategic investments from Citi and Wells Fargo, alongside...PlatformTemporary workWork at officeLocal areaFlexible hours2 days per week$154.5k - $231.7k
...company and a leading AI platform for managing... ...building smarter solutions, supporting customers... ...of a company invested in you for the long... ...'s Solution Consulting organization. The... ...passionate about Workday Financials products, you... ...enthusiastic and driven individual to...PlatformFull timeWork at officeRemote workHome officeFlexible hours- ...common purpose to help make financial lives better through the power... ...and connecting clients to solutions that meet the financial goals... ...business, lending, and investments + Manages financial center traffic... ...information and technology platforms + Is confident in educating...PlatformWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $38.46 per hour
...plan-based approach to financial advice. As a PCB, you... ...financial solutions to KeyBank's client base... ...base with up to $2M in investable assets. The PCB helps... ...clients, including tele-consulting, outside calling, prospecting... ...clients on digital platforms and capabilities...PlatformHourly payFlexible hoursDay shift$154.58k - $194.65k
...Mainframe Modernization Solutions Architect to analyze,... ...groups. Enable and align consulting partners with Rocket... ...Enterprise Server platform Technical Experience in... ...Test Automation, Test-Driven Development (TDD), Continuous... ...Software, we believe AI is a critical enabler of...PlatformFull timeRemote workWorldwide$74k - $93k
...Direct Solutions Consultant (Investment Management) Salt Lake City, UT Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence... ...retention of clients driven by high client...PlatformH1bRemote workWorldwideVisa sponsorshipWork visa$83k - $130k
...AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable... ...650 software, data and consulting partners to power end-to-end... ...teams, including Sales, Client Solutions, Product, and Engineering, to...PlatformH1bRemote workWorldwideVisa sponsorshipWork visa$114k - $143k
...Solutions Architect I or II, DOE - Healthcare ServicesHybrid role (3... ...mobile, integration, and data platforms to ensure solutions are scalable... ...with API‑based and integration‑driven architectures, authentication... ...direct authorityExperience with AI tools and technologies to...PlatformFull timeWork at officeImmediate startWork from homeRelocationFlexible hours3 days per week$112.5k - $147.5k
...one of the world’s leading internet financial platform companies, building the foundation of... ...Forward, Multistakeholder, Mindful, and Driven by Excellence. We have built a... ...systems.Automating Finance processes using AI enabled solutions.Driving cross-functional stakeholders...PlatformWork experience placementFlexible hours- ...Solutions Engineer Anrok is the leading AI-driven tax automation platform enabling businesses to expand globally without compliance complexity. As the digital economy... ...functionality, our APIs, and billing workflows Consult with customers and prospects to design and...PlatformWork at officeWorldwideHome officeFlexible hours3 days per week
$35.72 - $39.69 per hour
...Job Title API IT Solutions Analyst II - Remote... ...Relationship Management/Consultants (BRM/BRMC),... ...partners, such as the AI Council,... ...applications and platforms. Review and provide... ...which may include investing extra time, helping... ...we are a mission-driven organization proudly...PlatformRemote jobHourly payH1bWork from homeFlexible hours$152k - $192k
...Senior Solutions Architect Hybrid role (3 days/week in office) at our... ...technology roadmaps, and future-state platform design across critical... ...generation solutions that leverage AI, automation, analytics,... ...means being part of a purpose-driven, award-winning culture built on...PlatformFull timeWork at officeImmediate startWork from homeRelocationFlexible hours3 days per week$153k - $192k
Senior AI/ML Solutions Architect Hybrid role (3 days/week in office) at our Salt Lake City, Boise... ...with enterprise architects and platform engineers on scalability, security, and... ...understanding of microservices, event-driven architectures, API design, and cloud-native...PlatformFull timeWork at officeImmediate startWork from homeRelocationFlexible hours3 days per week- ...common purpose to help make financial lives better through the power... ...and connecting clients to solutions that meet the financial goals... ...business, lending, and investments Manages financial center traffic... ...information and technology platforms Is confident in educating clients...PlatformWork at officeFlexible hoursShift workWeekend workDay shift
$140.3k - $210.5k
...00 company and a leading AI platform for managing people, money... ...you're building smarter solutions, supporting customers, or... ...the support of a company invested in you for the long haul.... ...Come join our Healthcare Financials functional consulting team as a Financial Implementation...PlatformFull timeWork at officeRemote workHome officeFlexible hoursNight shift$68k - $133.9k
...practices to help chief financial officers, controllers,... ...-class teams and solutions, helping clients navigate... ...’ll Do As a Project - Consultant, Controllership on the... ...efficient, high quality, data-driven, tech-enabled... ...well as through our own investments, commitments, and...Work at officeLocal areaNight shift- ...Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role... ...in helping to provide a platform to acquire their financial... ...advisor regarding solution-based financial report modifications... ...Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the...PlatformFull timeWork at officeFlexible hours
- ...Personal Banker I is a Financial Center position focused on using the consultative sales process to... ...working as a member of the platform staff. Responsible and... ...recommend appropriate solutions using our value proposition... ..., Commercial and Investment), referring customers...PlatformFull timeWork experience placementWork at office
- ...Create Alert As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in... ...Capital Investran experience or similar accounting work platform WHAT WE OFFER We are committed to supporting your...PlatformFlexible hours
- ...wealth. You will use your knowledge of investments, financial planning, credit and banking to both... ...team and supported by an institutional platform that has the resources, specialists and... ...advice, developing thoughtful solutions and delivering an exceptional client experience...PlatformTemporary workWork experience placementLocal area
- ...Filevine is a Legal AI company delivering Legal Operating Intelligence... ..., and teams into one unified platform—where modern legal work... ...in the country. As a Legal Solutions Engineer you will be joining... ..., we are seeking an extremely driven and confident individual that...PlatformFull time
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