# Direct Solutions Consultant (Investment Management) at Addepar

- Company: Addepar
- What the company does: Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
- Company website: https://addepar.com
- Type: Startups
- Level: Mid level
- Location: Salt Lake City, UT
- Work setup: On-site
- Pay: $74K to $93K base salary per year (USD)
- Posted: 2026-09-17
- Apply by: 2026-11-01
- Apply: https://job-boards.greenhouse.io/addepar1/jobs/8816951002
- Page: https://www.1752.vc/careers/jobs/addepar-direct-solutions-consultant-investment-management/

## About the role

Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.

## What they're looking for

- Professional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
- 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

Tags: Direct Practice