Direct Solutions Consultant

Join Addepar as a Direct Solutions Consultant, where you will design and implement out-of-the-box solutions for new clients, focusing on unlocking significant value for their businesses. You will have a deep understanding of finance and technology, excel at project governance, and take ownership of client satisfaction. This role offers flexibility, competitive benefits, and the opportunity to work with a dynamic team at the intersection of technology and finance.

• Concevoir et mettre en œuvre des solutions adaptées aux besoins des clients, en assurant une intégration efficace.
• Utiliser son expertise technique et sectorielle pour onboarder les utilisateurs et les données des clients sur Addepar.
• Gérer proactivement les attentes tout au long du cycle de vie du projet, en assurant la satisfaction des clients.
• Passion for technology and finance
• [Bonus] Previous experience with programming/scripting, specifically python
• Process-oriented with an eye toward continuous improvement
• Occasional Travel
• [Bonus] Previous experience in investment management software implementations
• The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
• Candidates must have superior communication, organisational, and time-management skills
• [Bonus] Previous experience with Salesforce
• Professional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
• A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn)