Direct Solutions Consultant jobs in United States
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Addepar · 20 hours ago

Direct Solutions Consultant

positionSLC Metro Area
timeFull-time
remoteHybrid
seniorityMid Level
money$74K/yr - $116K/yr

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Solutions Consultant role involves designing and implementing solutions for clients, ensuring effective onboarding and high client satisfaction, while leveraging analytical skills to improve client outcomes.

Financial ServicesFinTechSaaSSoftware
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Comp. & BenefitsbadNo H1Bnote

Responsibilities

Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and reference-ability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start-to-finish demonstrating Addepar’s best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools both internally and externally as our client base expands
Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
Own and lead delivery assurance for external, third-party engagements
Be an expert on all things Addepar

Qualification

Financial ServicesClient-facing experienceProject managementData conversion methodologiesInvestment management softwarePythonPassion for technologyCommunication skillsOrganizational skillsTime-management skillsInterpersonal skillsAdaptability

Required

Professional experience in Project management, Financial Services or Consulting is preferred
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented with an eye toward continuous improvement
The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
Passion for technology and finance
Occasional Travel

Preferred

Previous experience in investment management software implementations
Previous experience with programming/scripting, specifically python
Previous experience with Salesforce

Benefits

Bonus
Equity
Benefits

Company

Addepar

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Addepar is a software and data platform for even the most complex investment portfolios.
dateFounded in 2009
location
Mountain View, California, USA
people-size1001-5000 employees
web-link
https://addepar.com

Funding

Current Stage
Late Stage
Total Funding
$761.36M
Key Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M

Leadership Team

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Eric Poirier
CEO
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Bob Pisani
Chief Technology Officer
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Recent News

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2025-11-19
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Company data provided by crunchbase