Solutions Consultant

The Role

Solutions Consultants (Implementation Analysts) lead end-to-end client onboarding, designing scalable solutions that align with client needs. With a strong foundation in finance and technology, they excel at problem-solving, cross-functional collaboration, and driving client success.

Addepar supports a diverse client base, from Enterprise clients—large wealth management firms, private banks, global asset managers, and institutional investors managing complex, multi-asset-class portfolios—to Direct (Core) clients such as Registered Investment Advisors (RIAs), Family Offices, and others clients seeking streamlined portfolio management and reporting. SCs are critical in ensuring a seamless transition onto Addepar’s platform. We evaluate candidates holistically, aligning them with the right client segment based on their experience and familiarity with financial technology. Whether working with high-net-worth family offices or global asset managers, SCs leverage their expertise to optimize workflows and enhance client outcomes.

SCs have a proven track record in investment management or enterprise software deployments. They manage projects autonomously while collaborating closely with Addepar’s Sales, Engineering, and Product teams. Success in this role requires a deep understanding of our markets and clients, strong problem-solving skills, and the ability to take a hands-on approach to teaching and developing platform functionality.

Addepar takes a market-based approach to pay. A successful candidate’s 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 $74,000 - $116,000 + 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 You’ll Do

• Lead and complete implementation projects onboarding new clients to the Addepar platform
• Assess and own the success of add-on projects and partner delivery assurance
• Demonstrate technical and industry expertise to transition clients and their data onto Addepar
• 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
• 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
• Comfortable with occasional travel
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with project management