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Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance.
Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organisations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organisation.
Full Time
IT Outsourcing & Consulting
$175k-214k (estimate)
06/02/2023
07/09/2024
addepar.com
MOUNTAIN VIEW, CA
3,000 - 7,500
2009
Private
CHEN CHRISTOPHER
$10M - $50M
IT Outsourcing & Consulting
Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.