Direct Solutions Consultant (Investment Management)
Core
Designing and implementing out-of-the-box solutions for new clients in investment management, ensuring efficient onboarding and data conversion.
Role type
Solutions Consultant / Architect (Investment Management)
Builds
Client onboarding workflows and data migration projects for investment firms
Domain
Financial Services / Investment Management / Data & AI
Deliverable
client delivery
Required skills
project management, financial services knowledge, consulting experience, data conversion methodologies, source system understanding, client training, process improvement, scope management, delivery assurance
Preferred skills
investment management software implementation, Python programming/scripting, Salesforce
Technologies
Addepar platform, Python, Salesforce
Responsibilities
Onboard users and client data onto Addepar, manage project lifecycle and expectations, lead scope changes, ensure client retention and satisfaction, own historical data conversions, communicate project health to leadership, develop scalable processes and templates, lead delivery assurance for third-party engagements
Seniority
Mid-level, hands-on IC
