Solutions Consultant
Core
Design and implement out-of-the-box solutions for new clients, ensuring efficient onboarding of sophisticated investors and advising on financial instrument modeling.
Role type
Solutions Consultant (Implementation & Client Success)
Builds
Implementation projects for new clients on the Addepar platform
Domain
Financial services / Investment management / Data & AI platform
Deliverable
client delivery
Required skills
Financial services experience, client-facing implementation, project management, analytical skills, technical understanding of finance and technology
Preferred skills
Python scripting/programming, investment management software familiarity, project management background
Technologies
Addepar platform, Python
Responsibilities
Lead and complete implementation projects onboarding new clients, assess and own success of add-on projects, demonstrate technical and industry expertise to transition clients and data, manage multiple projects simultaneously, contribute to development of scalable tools and processes, become a subject matter expert on the platform in the region
Seniority
Mid-level, hands-on IC
