2 дня назад
Sr. Enterprise Client Solutions Consultant (Investment Management)
90 000 - 112 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Enterprise Client Solutions Consultant (Investment Management) (Finance/Implementation): Designing and leading complex client implementations on the Addepar investment management platform with an accent on solution architecture, client onboarding, and cross-functional delivery. Focus on solving complex implementation requirements, coordinating simultaneous projects, and improving implementation methodologies across the platform ecosystem.
Location: Salt Lake City, Utah, United States. Applicants must be legally authorized to work in the United States without current or future visa sponsorship and must be able to begin work in the U.S. on the first day.
Salary: $90,000–$112,000 annual base salary, plus bonus, equity, and benefits.
Company
is a global data and AI platform that helps investment professionals manage complex portfolio, market, and client information.
What you will do
- Onboard new clients to the platform and lead solution design and implementation execution.
- Act as an implementation architect for large and complex client projects.
- Collaborate with Sales, Engineering, Product, and other cross-functional teams to deliver projects and ensure client satisfaction.
- Lead multiple projects simultaneously, prioritizing work and managing delivery through completion.
- Improve implementation processes and standard methodologies as the platform expands.
- Engage with clients proactively and consultatively to understand needs and drive successful outcomes.
Requirements
- 4+ years of professional experience in finance, technology, and/or consulting.
- Experience researching, designing, and implementing solutions for complex problems.
- Solution-oriented approach with strong problem-solving skills.
- Excellent communication, organizational, and time-management skills.
- Ability to work independently, adapt to a fast-paced environment, and collaborate effectively.
- Legal authorization to work in the United States without current or future visa sponsorship is required.
Nice to have
- Experience programming in Python.
- Project management experience.
Culture & Benefits
- Bonus, equity, and benefits in addition to base salary.
- Values include ownership, collaboration, client advocacy, innovation, and continuous learning.
- Inclusive workplace focused on diverse perspectives, belonging, and equal opportunity.
- Reasonable accommodations are available for candidates and employees with disabilities.
Hiring process
- Formal interview process required before any job offer.
- does not request equipment or supply purchases during onboarding.
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