Senior Enterprise Client Solutions Consultant (Investment Management)

Join Addepar, a leading financial technology company, as a Senior Enterprise Client Solutions Consultant. In this role, you will be responsible for leading the design and execution of implementation projects for new clients onboarding to the Addepar platform. You will work closely with cross-functional teams to ensure successful project delivery and client satisfaction. The ideal candidate has relevant experience in finance, technology, and consulting, and possesses excellent communication, organizational, and time-management skills.

• Lead the design and oversight for new clients onboarding to the Addepar platform, ensuring the development of tailored solutions.
• Collaborate with cross-functional teams to ensure successful project delivery and client satisfaction, while managing multiple projects simultaneously.
• Identify and drive opportunities to improve current processes and best practices as the Addepar platform continues to expand.
• The ideal candidate has relevant experience in a related financial domain as well as consulting and technology
• 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
• Experience programming in Python language and/or experience with project management is a plus
• Strong work ethic, proactive and a high contributing teammate
• Solution-oriented approach and a passion for problem solving
• Proven ability to research, design and implement solutions for complex problems
• Independent, adaptable and can thrive in a fast-paced environment
• Minimum 6+ years professional experience working in finance, technology and/or consulting
• Excellent communication, organizational, and time-management skills