Alternatives Data Solutions Consultant
AddeparWealth Management company
Salt Lake City, United States$74,000 - $93,000Mid
8VC
Valor Equity Partners
D1 Capital Partners
Vitruvian Partners
WestCap
EDBI
Sales & Account Management
About the role
TL;DR
Facilitate onboarding and implementation of Addepar ADM for clients.
- •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.
- •Key Responsibilities Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project Work closely with cross-functional teams to ensure successful project delivery and client satisfaction Prioritize and context-switch 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 Requirements Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting Solution-oriented 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 fast-paced environment Excellent communication, organizational, and time-management skills Experience with the Addepar platform is a plus
Required skills
Project Management
Domain expertise
fintech
Benefits & perks
bonus, equity, benefits