Direct Solutions Consultant (Investment Management)
Core
Design and implement out-of-the-box solutions for new clients in investment management, ensuring efficient onboarding and data conversion.
Role type
Solutions Consultant (Investment Management)
Builds
Client onboarding, data conversion, and implementation of Addepar's investment management platform
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
project management, financial services knowledge, client-facing communication, data conversion methodologies, process improvement, stakeholder management
Preferred skills
investment management software implementation, Python programming, Salesforce experience
Technologies
Addepar platform, Salesforce, Python
Responsibilities
Onboard users and client data onto Addepar, manage project lifecycle and expectations, lead scope changes, ensure data conversion compliance, communicate project status to leadership, develop scalable processes and templates.
Seniority
Mid-level, independent contributor