Solutions Consultant II

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.

Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

Solutions Consultants are responsible for the solution design and execution of end-to-end implementation projects for new clients onboarding to the Addepar platform. They are passionate about understanding our clients' needs, take a hands-on approach to solving problems, and work collaboratively with internal teams to take ownership of our clients' success.

The ideal candidate has relevant experience in finance and technology and is expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams, including Sales, Engineering, and Product. They must possess a deep understanding of our target markets and the clients we serve.

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

• Onboard new clients to the Addepar platform by leading the solution design and execution of the implementation project
• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
• Identify and contribute to opportunities to improve our current processes and standard methodologies as the Addepar platform expands
• Connect with clients in a proactive, consultative, and professional manner
• Who You Are
• Minimum 2+ years of professional experience working in finance, technology, and/or consulting
• A solution-oriented approach and a passion for problem-solving.
• Strong work ethic, proactive, and a high-contributing teammate
• Independent, adaptable, and can thrive in a fast-paced environment.
• Excellent communication, organizational, and time-management skills
• Experience programming in Python language and/or experience with project management is a plus
• 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 this role within the United States.
• Compensation for this role includes 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.

Base Salary Range

$74,000 — $112,000 USD

Our Values

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 ta-operations@addepar.com.