Solutions Consultant

Solutions Consultants (Implementation Analysts) lead end-to-end client onboarding, designing scalable solutions that align with client needs. With a strong foundation in finance and technology, they excel at problem-solving, cross-functional collaboration, and driving client success.

Addepar supports a diverse client base, from Enterprise clients—large wealth management firms, private banks, global asset managers, and institutional investors managing complex, multi-asset-class portfolios—to Direct (Core) clients such as Registered Investment Advisors (RIAs), Family Offices, and others clients seeking streamlined portfolio management and reporting. SCs are critical in ensuring a seamless transition onto Addepar’s platform. We evaluate candidates holistically, aligning them with the right client segment based on their experience and familiarity with financial technology. Whether working with high-net-worth family offices or global asset managers, SCs leverage their expertise to optimize workflows and enhance client outcomes.

SCs have a proven track record in investment management or enterprise software deployments. They manage projects autonomously while collaborating closely with Addepar’s Sales, Engineering, and Product teams. Success in this role requires a deep understanding of our markets and clients, strong problem-solving skills, and the ability to take a hands-on approach to teaching and developing platform functionality.