Direct Solutions Consultant

Addepar(19 days ago)

HybridFull TimeMedior$74,000 - $116,000Professional Services

About this role

A Solutions Consultant/Architect at Addepar designs and implements out-of-the-box solutions to onboard new clients and enable sophisticated investors to use the platform effectively. The role combines domain knowledge of finance and technology with client-facing ownership to advise on modeling financial instruments and ensure successful project delivery.

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Required Skills

Project Management
Data Conversion
Client Onboarding
Communication
Python
Salesforce
Financial Modeling
Process Improvement
Stakeholder Management
Time Management

About Addepar

addepar.com

Addepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.

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