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Sr. Enterprise Client Solutions Consultant (Investment Management) New York, NY

$112k - $175k

Addepar, Inc.

New York, NY B Who We Are 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 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. 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 Benefits Addepar takes a market-based approach to pay. The current range for this role is $112,000 - $175,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. These ranges reflect the base salary only, and do not include bonus, equity, or benefits. EEO Statement Addepar is an equal opportunity employer. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. #J-18808-Ljbffr Addepar

Vacancy posted 4 days ago
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