Sr. Enterprise Client Solutions Consultant (Investment Management)

The Role A Sr. Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects. In this role you will lead the design and oversight for new clients onboarding to the Addepar platform ensuring that we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand. The ideal candidate has relevant experience in a related financial domain as well as consulting and technology. A Sr. 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 Sales, Engineering, and Product 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. 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 each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $112,000 - $175,000 (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 (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. What You’ll Do Onboard new clients to the Addepar platform leading the 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 6+ years professional experience working in finance, technology and/or consulting Solution‑oriented approach and a 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 can thrive in a fast‑paced environment Excellent communication, organizational, and time‑management skills Experience programming in Python language and/or experience with project management is a plus 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 at View email address on click.appcast.io. #J-18808-Ljbffr Addepar1