An Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our most significant implementation projects. In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring were developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.
The ideal candidate has relevant experience in the financial domain, consulting, and technology. A Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities, and the ability to collaborate with other Addepar teams, including our Sales, Engineering, and Product teams. They must deeply understand our target markets and the clients we serve. They are passionate about understanding our clients' needs, taking a hands-on approach to solving problems, working collaboratively with internal teams, and taking ownership of our clients' success.
What Youll Do

Onboard new clients to the Addepar platform, leading the solution design and execution of the implementation project
Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
Prioritise and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to expand rapidly
Connect with clients in a proactive, consultative, and professional manner

Previous experience of working in finance, technology, and/or consulting
Solution-oriented approach and a passion for problem-solving
Proven ability to research, design, and implement solutions for complex problems
Strong work ethic, proactive, and a high contributing teammate
Independent, adaptable, and can thrive in a fast-paced environment
Excellent communication, organisational, and time-management skills
Experience programming in Python language and/or experience with project management is a plus
Our Values

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepars platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepars open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.The Role, Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote interviews, and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.