ADM Solutions Consultant - Onboarding & Delivery

Addepar; Utah; On-site; USD 74,000 - 90,000; Full time

Job summary

Addepar is seeking an ADM Solutions Consultant to guide clients through onboarding alternatives data using the ADM platform. You will lead projects from management to solution design and ensure compatibility with existing Addepar solutions.

The ideal candidate has experience in finance or related fields, consulting, and strong leadership and collaboration abilities. The role emphasizes self-reliance, cross-team cooperation, and client success while supporting Addepar’s growth and client base.

Qualifications

• 2-3+ years of professional experience in finance, technology, project management or consulting.
• Solution-oriented mindset with ability to solve problems independently.
• Strong communication, organizational and time-management skills.

Responsibilities

• Onboard and implement ADM for Addepar clients, leading project management and solution design.
• Collaborate with cross-functional teams to ensure successful delivery and client satisfaction.
• Prioritize and manage multiple projects simultaneously, delivering each to completion.
• Identify opportunities to improve processes and standard methodologies as the platform expands.
• Engage with clients in a proactive, consultative, professional manner.

Skills

Finance experience

Project management

Consulting experience

Communication skills

Problem solving

Tools

Addepar platform

Data management

Job description

Addepar is seeking an ADM Solutions Consultant to guide clients through onboarding alternatives data using the ADM platform. You will lead projects from management to solution design and ensure compatibility with existing Addepar solutions.

The ideal candidate has experience in finance or related fields, consulting, and strong leadership and collaboration abilities. The role emphasizes self-reliance, cross-team cooperation, and client success while supporting Addepar’s growth and client base.