Navigator Solution Consultant

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City Salt Lake City London Edinburgh Pune Dubai Geneva and São Paulo.

The Role

Navigator Solutions Consultants are responsible for leading implementation projects to onboard new clients onto the Navigator add-on forecasting tool. Working with clients including RIAs Family Offices and Private Banks they are passionate about identifying how Navigator can unlock significant value for their businesses. They work closely with clients to design and build solutions to meet their needs at any scale. SCs have a deep understanding of both finance and technology are passionate about solving problems work collaboratively with internal teams and take ownership of our clients success.

SCs have a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. An SC is given discretion over their projects and work schedule. They are encouraged to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales Engineering and Product teams. They must deeply understand our target markets and the clients we serve. Ideally they will possess the technical skills to take a hands-on approach to teaching learning and developing the functions of our software.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example employment-based visas such as H-1B F-1/OPT or similar) and must be authorized to begin work in the U.S. on their first day of employment.

Addepar takes a market-based approach to pay. A successful candidates starting pay will be determined based on the role job-related 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 $74000 - $93000 (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

• Lead and complete implementation projects onboarding new clients on to the Navigator tool
• Demonstrate technical and industry expertise to help clients leverage the tool to their specific use-cases
• Effectively set lead and communicate expectations both internally and externally
• Prioritize and context-switch effectively to complete simultaneous projects seeing each through to the finish line
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Be a subject matter expert on all things Addepar

Who You Are

• Professional experience in Financial Services or Consulting in related fields. Prior client-facing experience is a plus
• 2 years of professional experience
• Candidates must have outstanding communication organizational and time-management skills
• 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
• Experience with programming/scripting specifically python
• Occasional Travel
• Bonus Previous experience in investment management software implementations
• Bonus Previous experience with project management

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 .