The RoleSolutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world's most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients' businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients' happiness, and excel at project governance.Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organisations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organisation.IMPORTANT: The working schedule for this position is from 9:00 PM to 5:00 AM IST, U.S. business days.What You'll DoDemonstrate technical and industry expertise to onboard users and client data onto AddeparDeliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating modelEffectively and proactively manage expectations both internally and externally throughout the entire project lifecycleEnsure retention of clients driven by high client satisfaction and reference-abilityLead scope change to deliver high-value client outcomes aligned with client expectations100% compliance with gold standard responsibilities and documentationOwn historical data conversions from start-to-finish demonstrating Addepar's best practice methodologiesPrioritise and context-switch effectively to complete simultaneous projects, seeing each through to the finish lineProactively communicate project health and status to internal and external senior leadershipThink critically about how to improve our current processes and tools both internally and externally as our client base expandsMinimise project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologiesOwn and lead delivery assurance for external, third-party engagementsBe an expert on all things AddeparWho You AreProfessional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plusCandidates must have superior communication, organisational, and time-management skillsAn understanding of historical data conversion methodologies and different source systems (or willingness to learn).Process-oriented with an eye toward continuous improvementThe ideal candidate must be independent, adaptable, and can thrive in a fast-paced environmentStrong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-facePassion for technology and financeOccasional Travel[Bonus] Previous experience in investment management software implementations[Bonus] Previous experience with programming/scripting, specifically python[Bonus] Previous experience with Salesforce
