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Solutions Consultant II

Addepar · Salt Lake City, UT · On-site

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About Addepar

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.

About 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. Found on 1752vc Careers, the job board for startup and VC roles.

What they're looking for

  • 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
More about this role

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.

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...

Read the full posting on Addepar's site ↗

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