Direct Solutions Consultant
AddeparSalt Lake City, Utah, United States • New York, New York, United States • Chicago, Illinois, United States • London, England, United Kingdom • City of Edinburgh, Scotland, United Kingdom • Pune, Maharashtra, India • Dubai, United Arab Emirates • Geneva, Geneva, Switzerland
Posted October 22, 2025
74000 - 98000 USD year
Full Time
About the Company
Addepar is a global technology and data company that empowers investment professionals by providing comprehensive portfolio management solutions. With a platform that aggregates over $7 trillion in assets across 50 countries, Addepar offers an open integration ecosystem with over 100 partners to deliver tailored advice. The company's flexible workforce model spans offices worldwide, ensuring clients receive informed and precise guidance.
Job Description
Addepar is seeking a Solutions Consultant to design and implement solutions for new clients, primarily within the investment management sector. The role focuses on client onboarding, data analysis, process management, and project governance. Consultants will leverage analytical skills, project management skills, and a strong understanding of finance and technology to ensure clients receive a superior experience and valuable insights.
Requirements
- Demonstrate technical and industry expertise to onboard users and client data onto Addepar
- Deliver high-value client outcomes aligned with client expectations
- Effectively manage expectations both internally and externally
- Ensure client retention and satisfaction
- Lead scope change and deliver high-value client outcomes
Benefits
- Competitive salary
- Bonus potential
- Equity
- Benefits