Solutions Consultant
Core
Design and implement out-of-the-box solutions for new clients in the investment management sector, ensuring efficient onboarding and data integrity.
Role type
Senior Solutions Consultant (Implementation & Onboarding)
Builds
Client implementations, portfolio setups, and system configurations for investment firms
Domain
Financial Services / Wealth Management / SaaS
Deliverable
client delivery
Required skills
Project management, solution design, data onboarding, stakeholder management, cross-functional collaboration, financial domain knowledge, system configuration
Preferred skills
Python scripting, investment data familiarity, remote collaboration, travel for client sites
Technologies
Addepar platform, partner software integrations
Responsibilities
Lead full-cycle implementation projects for new and existing clients across the EMEA market; Manage data onboarding, portfolio setup, and system configuration; Coordinate with certified partners to deliver scalable implementations; Build trusted relationships with key client stakeholders; Define and manage project expectations across client and internal teams; Serve as a subject-matter expert on Addepar's platform and its application to wealth and investment management workflows.
Seniority
Mid-Senior, hands-on IC