Managed Services Consultant

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries Addepars platform aggregates portfolio market and client data for over $7 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley New York City Salt Lake City Chicago London Edinburgh and Pune.

The Role

The Managed Services team provides premium services that enable businessasusual (BAU) clients to expand value and accelerate growth after initial implementation. Managed Services Consultants are responsible for delivering highvalue outcomes that align with client expectations ensuring firms are using Addepars most uptodate best practices and gold standard operating models.

In partnership with Account Managers Support Analysts and Product Managers the Managed Services Consultants help optimise clients overall experience and identify areas for R&D investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for 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.

Managed Services Consultants have a deep understanding of both finance and technology take ownership of our clients success and excel at project governance and crossfunctional communication.

What Youll Do

• Demonstrate technical and industry expertise to support clients as you implement scalable bestpractice solutions for existing Addepar environments
• Deliver highvalue client outcomes aligned with client expectations
• Proactively handle expectations and communication both internally and externally
• Ensure retention of clients driven by high client satisfaction and referenceability
• Establish and drive progress throughout the life of a project to ensure client success
• Prioritise and contextswitch to complete simultaneous projects seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Partner with Account Managers and Support Leads to create a BAU model to ensure clients get the services that they need
• Partner with R&D on scalable tools that directly reduce client reliance on premium services and promote selfsufficiency in a BAU state
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Influence a reduction in project effort and timelines through the development of scalable processes preconfigured templates and improved methodologies
• Be a guide on all things Addepar

Who You Are

• Professional experience in Project Management Financial Services or Consulting is preferred. Prior clientfacing experience is a plus
• Candidates must have outstanding communication organisational and timemanagement skills
• Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn)
• Thorough with an eye toward continuous improvement
• The ideal candidate must be independent adaptable and can thrive in a fastpaced environment
• Strong interpersonal skills to train and communicate effectively with partners via email on the phone and facetoface
• Passion for technology and finance
• Occasional travel to visit clients may be necessary
• Bonus Previous experience in investment management software implementations
• Bonus Capability to program/script specifically in python

Our Values

• Act Like an Owner Think and operate with intention purpose and care. Own outcomes.
• Build Together Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients Exceed client expectations. Our clients success is our success.
• Drive Innovation Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .