Addepar
Financial Services
Sr.EnterpriseClientSolutionsConsultant(InvestmentManagement)
“Sr. Enterprise Client Solutions Consultant (Investment Management) at Addepar. Skills: Client solutions, Implementation architect, Financial technology. Lead solution design for new clients. Oversee new client onboarding”
Industry & Context.
Problem solving; Solution implementation
What They're Looking For.
Must Have
6+ years professional experience in finance, technology, or consulting, Legally authorized to work in the US without sponsorship
Nice to Have
Experience programming in Python, Experience with project management
What You'll Do.
Lead solution design for new clients
Oversee new client onboarding
Develop solutions for complex requirements
Ensure solution compatibility with Addepar ecosystem
Onboard clients to Addepar platform
Lead solution design execution
Lead implementation projects
Work with cross-functional teams
Ensure successful project delivery
Ensure client satisfaction
Prioritize and context-switch effectively
Lead simultaneous projects
Identify process improvement opportunities
Drive process improvement opportunities
Connect with clients proactively
Connect with clients professionally
How You'll Work.
Team & Collaboration
Cross-functional teams; Sales teams; Engineering teams; Product teams
Process & Methodology
Project management
Applying for this Sr. Enterprise Client Solutions Consultant (Investment Management) role?
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