Addepar · 2 hours ago
Lead, Enterprise Solutions Consultant
SLC Metro Area
Full-time
Hybrid
Senior Level, Lead/Staff
$118K/yr - $148K/yr
3+ years expAddepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The role involves leading and mentoring a team of Enterprise Solutions Consultants, ensuring productivity and quality while also contributing as a Solutions Architect to design client solutions.
Financial ServicesFinTechSaaSSoftware
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
Required
3-5+ years tech, finance, or consulting experience
Proven leadership and management
Track record of leading client initiatives, teams, and projects
Excellent communication, organization, and time management
Process-oriented with a focus on continuous improvement
Solution-oriented with a passion for problem-solving
Strong work ethic, proactive, and a high-contributing team player
Independent, adaptable, and thrives in fast-paced environments
Excellent verbal and written skills, able to present complex info clearly
Passion for technology and finance
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
Must be authorized to begin work in the U.S. on their first day of employment
Preferred
Knowledge of financial instruments, performance calculation, or client reporting
Previous investment management software implementation experience
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Leadership Team
Eric Poirier
CEO
Bob Pisani
Chief Technology Officer
Recent News
2025-11-19
201 Created
2025-11-17
Company data provided by crunchbase