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Addepar · 4 days ago

Lead, Enterprise Solutions Consultant

SLC Metro Area

Full-time

Hybrid

Senior Level, Lead/Staff

$118K/yr - $148K/yr

3+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The role involves managing and coaching a team of Enterprise Solutions Consultants, ensuring productivity and quality, while also acting as a Solutions Architect to design and implement client solutions.

Financial ServicesFinTechSaaSSoftware

Comp. & Benefits

No H1B

Responsibilities

Lead internal management and initiatives to grow the Enterprise SC practice

Amplify team mandate and help complete team strategy

Lead and mentor the team, driving prioritization, process, and execution consistency, and developing team performance

Contribute to and drive standard processes for consistent, quality delivery of Enterprise solutions

As a Solutions Architect, you'll assess client needs, design solutions with Addepar teams (Sales, Project Management, Data, Account Management, Product), and coordinate solution building/testing with internal/external teams, partners, and clients

Qualification

Solutions ArchitectureLeadershipProject ManagementCommunicationFinancial KnowledgeInvestment Management SoftwareProblem-solvingTime ManagementAdaptabilityTeam Player