What are the responsibilities and job description for the Sr. Data Solutions Consultant position at Addepar?
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Role
As a Senior Data Solutions Consultant, you’ll lead some of Addepar’s most complex, high-touch client data implementations. You’ll design scalable solutions to translate clients’ portfolio data into Addepar, drive key data conversion projects, and serve as a trusted consultant for clients with sophisticated investment data challenges.
Beyond direct client work, you’ll help shape how our Data Solutions team operates — developing tools, automations, and processes that enable scale and elevate how we deliver impact. This is a senior individual contributor role for someone who thrives at the intersection of finance and technology, combining technical depth, analytical rigor, and client partnership.
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 $112,000 - $175,000 (base salary) bonus equity benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You’ll Do
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Role
As a Senior Data Solutions Consultant, you’ll lead some of Addepar’s most complex, high-touch client data implementations. You’ll design scalable solutions to translate clients’ portfolio data into Addepar, drive key data conversion projects, and serve as a trusted consultant for clients with sophisticated investment data challenges.
Beyond direct client work, you’ll help shape how our Data Solutions team operates — developing tools, automations, and processes that enable scale and elevate how we deliver impact. This is a senior individual contributor role for someone who thrives at the intersection of finance and technology, combining technical depth, analytical rigor, and client partnership.
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 $112,000 - $175,000 (base salary) bonus equity benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You’ll Do
- Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar.
- Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis.
- Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion.
- Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team.
- Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes.
- Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function.
- Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows.
- Experienced: 7 years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects.
- Technical: Expert in Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows.
- Investment-Savvy:
- Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles.
- Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds.
- Client-Focused: Exceptional communication skills with the ability to translate technical concepts into business outcomes.
- Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments.
- Collaborative: Works effectively across teams and functions to deliver measurable impact.
- Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.
- Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders.
- 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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
Salary : $112,000 - $175,000