The Role

An Integration Solution Consultant is responsible for consulting Addepar clients through the implementation of turnkey and custom integrations. As an Integration Solution Consultant, you will be responsible for leading integration projects with Addepar clients related to trading, CRM, financial planning, portfolio construction, portfolio analytics, and more. The ideal candidate will have experience working in the wealth management domain, experience with integration solution design and implementation, exceptional communication skills, thrive in a fast paced environment, and will bring a solutions oriented approach to all problems they encounter.

What You’ll Do

• Lead integration implementation projects with Addepar clients
• Troubleshoot client issues and partner with internal team members for resolutions
• Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
• Effectively set, manage, and communicate expectations both internally and externally
• Establish and develop best practices for the team
• Communicate with clients in a proactive, consultative and professional manner
• Collaborate with internal Services, Sales, Product and Engineering teams

Who You Are

• Minimum 3 years experience working in technology, finance, or consulting
• Experience with implementing turnkey and custom integrations
• Intermediate or advanced proficiency in Python programming language
• Intermediate or advanced understanding of REST APIs
• Solution-oriented mentality and passion for problem solving
• Excellent verbal and written skills with the ability to present complex information in a clear and concise manner
• Strong work ethic, proactive and a high contributing team player
• Independent, adaptable and can thrive in a fast-paced environment