ADM Solutions Consultant
ADM Solutions Consultant
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Job Description
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
An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management project management solution design (where applicable) etc. Additionally you will be responsible for ensuring the ADM solution is compatible with a clients existing Addepar solution and if not develop the necessary plan to solve for any gaps.
The ideal candidate has relevant experience in a related financial domain as well as consulting project management and technology. An ADM Solutions Consultant is expected to display a strong sense of selfreliance leadership qualities as well as the ability to collaborate with other Addepar teams including our Data Product Client Management and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs take a handson approach to solving problems work collaboratively with internal teams and take ownership of our clients success.
Addepar takes a marketbased approach to pay. A successful candidates starting pay will be determined based on the role jobrelated skills experience qualifications work location and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado California and New York.
The current range for this role is $90000 $112000 (base salary) bonus equity benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally these ranges reflect the base salary only and do not include bonus equity or benefits.
What Youll Do
- Onboard and implement ADM for Addepar clients where you will lead the project management solution design and of the implementation project
- Work closely with crossfunctional teams to ensure successful project delivery and client satisfaction
- Prioritize and contextswitch effectively to lead simultaneous projects seeing each through to the finish line
- Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
- Connect with clients in a proactive consultative and professional manner
Who You Are
- Minimum 3 years professional experience working in finance technology project management and/or consulting
- Solutionoriented approach and a passion for problem solving
- Experience with project management
- Experience working with alternative investment data
- Strong work ethic proactive and a high contributing teammate
- Independent adaptable and can thrive in a fastpaced environment
- Excellent communication organizational and timemanagement skills
- Experience with the Addepar platform is a plus
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 .
Required Experience:
Contract
Employment Type
Full Time
