Solutions Consultant
AddeparWealth Management company
London, United KingdomMid
8VC
Valor Equity Partners
D1 Capital Partners
Vitruvian Partners
WestCap
EDBI
Sales & Account Management
About the role
TL;DR
Design and implement solutions for new clients, onboarding sophisticated investors and unlocking business value.
- •{"About the Role": "Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world\u2019s most sophisticated investors.
- •They are focused on identifying how Addepar can unlock significant value for our clients\u2019 businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.", "Key Responsibilities": ["Leverage technical and industry expertise to onboard users and client data onto Addepar", "Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model", "Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle", "Own historical data conversions from start-to-finish leveraging Addepar\u2019s best practice methodologies", "Proactively communicate project health and status to internal and external senior leadership"], "Requirements": ["Professional experience in Project management, Financial Services or Consulting is preferred.", "Candidates must have superior communication, organisational, and time-management skills", "A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn).", "The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment", "Passion for technology and finance"]}
Required skills
Project ManagementSQLSalesforceExcelPowerPoint
Nice-to-have skills
Python
Domain expertise
fintechconsulting
Tech stack
PythonSQLSalesforceExcelPowerPoint