Full-Time

Enterprise Solutions Consultant

Addepar

Addepar

501-1,000 employees

Wealth management platform for investors & advisors

Data & Analytics
Fintech

$74,000 - $140,000

Bonus, Equity

Senior

Salt Lake City, UT, USA

Required Skills
Python
Communications
Requirements
  • Minimum 5+ years of professional experience 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, organizational, and time-management skills
  • Experience programming in Python language and/or experience with project management is a plus
Responsibilities
  • 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
  • Prioritize 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 rapidly expand
  • Connect with clients in a proactive, consultative, and professional manner

Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Company Stage

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

4%

1 year growth

14%

2 year growth

37%

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance