Adeppar Configuration Expert

In essence we are looking for someone with good grasp of wealth management and substantial experience with Addepar. This person will play a key role in understanding the product its configuration needs and the intricacies of implementation.

Qualifications:

Professional Experience:

• Prior experience working with the Addepar platform

• Deep understanding of wealth management practices.
• Familiarity with historical data conversion methodologies specifically related to Addepar implementations.
• Understand nuances of data feed build and validation from source systems to target system.
• Interpret business requirements and lead functional solution designs and configuration workstreams.

Responsibility :

Product Onboarding

• Demonstrate functional and technical proficiency to onboard users and client data onto the Addepar platform.
• Ensure a smooth transition for clients during the implementation process.

Product Expertise:

• Provide guidance to our implementation team with Addepar configuration and integration requirements
• Showcase your deep understanding of Addepar platform during client conversations
• Collaborate with clients and Product team to achieve the most suitable solution based on their unique needs

Documentation:

• Adhere to gold standard documentation practices
• Create and maintain accurate records of implementation processes.

Data Conversions:

• Own historical data conversions demonstrating Addepar expertise
• Collaborate with the team to adapt and optimize data integration to ensure timely conversion

Product Management :

• Minimize project effort and duration through scalable processes and templates.
• Streamline workflows to enhance productivity.
• Lead external thirdparty engagements related to Addepar implementation.
• Ensure successful project delivery.