Direct Solutions Consultant

March 18

⛷️ Utah – Remote

Although this job is listed in Utah, this company may be open to hiring remote in other states.

💵 $74k - $116k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

🦅 H1B Visa Sponsor

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Addepar

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Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

📋 Description

• Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we efficiently and effectively onboard some of the world’s most sophisticated investors. • They focus on identifying how Addepar can unlock significant value for our clients. • They regularly call upon their analytical skills to advise clients on how to model and examine their financial instruments and assets. • They deeply understand finance and technology, take ownership of our clients' happiness, and excel at project governance. • 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 $74,000 - $116,000 (base salary) + bonus + equity + benefits.

🎯 Requirements

• Professional experience in Project management, Financial Services, or Consulting is preferred. Prior client-facing experience is a plus • Candidates must have superior communication, organizational, and time-management skills • An understanding of historical data conversion methodologies and different source systems (or willingness to learn) • Process-oriented with an eye toward continuous improvement • 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 • Passion for technology and finance • Occasional Travel • [Bonus] Previous experience in investment management software implementations • [Bonus] Previous experience with programming/scripting, specifically python • [Bonus] Previous experience with Salesforce

🏖️ Benefits

• Bonus • Equity • Benefits