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.

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 4+ 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

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.