Enterprise Solutions Consultant
Core
Lead the design and oversight for new client onboarding to the Addepar platform, acting as an implementation architect for complex financial data solutions.
Role type
Senior Enterprise Solutions Consultant (Implementation Architect)
Builds
End-to-end investment operations solutions for firms managing complex portfolio and client data
Domain
Financial technology / Investment management
Deliverable
production ML models
Required skills
Financial domain expertise, Consulting experience, Technology implementation, Solution design, Cross-functional collaboration, Project management
Preferred skills
Python programming, Advanced project management
Technologies
Addepar platform, Python
Responsibilities
Onboard new clients and lead solution design for implementation projects, Collaborate with Sales, Engineering, and Product teams, Drive process improvements for standard methodologies, Manage simultaneous projects to completion, Connect with clients in a consultative manner