Addepar - Direct Solutions Consultant
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Requirements
• Professional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus • Candidates must have superior communication, organisational, and time-management skills • A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn). • Process-oriented with an eye toward continuous improvement • The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment • Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face • Passion for technology and finance • Occasional Travel • Previous experience in investment management software implementations • Previous experience with programming/scripting, specifically python • Previous experience with Salesforce • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Leverage technical and industry expertise to onboard users and client data onto Addepar • Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model • Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle • Ensure retention of clients driven by high client satisfaction and reference-ability • Manage scope change to deliver high-value client outcomes aligned with client expectations • 100% compliance with gold standard responsibilities and documentation • Own historical data conversions from start-to-finish leveraging Addepar’s best practice methodologies • Prioritise and context-switch effectively to execute on simultaneous projects, seeing each through to the finish line • Proactively communicate project health and status to internal and external senior leadership • Think critically about how to improve our current processes and tools both internally and externally as our client base expands • Minimise project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies • Own and manage delivery assurance for external, third-party engagements • Be an expert on all things Addepar
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