Financial Solutions Consultant for AI-Driven Investment Platform

Addepar; Salt Lake City (UT); On-site; USD 74,000 - 93,000; Full time

Job summary

Addepar is seeking a Solutions Consultant/Architect in Salt Lake City to design and implement onboarding solutions for new clients, translating complex data into actionable outcomes.

The role requires strong finance and tech acumen, independent project management, and the ability to collaborate with Sales, Product, and Partnerships teams. Travel may be required as we scale our client base.

Qualifications

• Experience in project management and client onboarding.
• Strong communication and organizational skills.
• Background in financial services or consulting preferred.

Responsibilities

• Demonstrate technical and industry expertise to onboard users and client data onto Addepar.
• Deliver high-value client outcomes aligned with expectations and operating model.
• Manage expectations internally and externally through the project lifecycle.
• Ensure client retention through high satisfaction and reference-ability.
• Lead scope changes to deliver high-value outcomes.
• Maintain 100% compliance with responsibilities and documentation.
• Own historical data conversions from start to finish.
• Prioritize and context-switch to complete multiple projects.
• Communicate project health and status to senior leadership.
• Improve processes and tooling as the client base expands.
• Own and lead delivery assurance for external engagements.
• Be an expert on all things Addepar.

Skills

Client onboarding

Project management

Communication

Travel

Finance knowledge

Tools

Python

Salesforce

Job description

Addepar is seeking a Solutions Consultant/Architect in Salt Lake City to design and implement onboarding solutions for new clients, translating complex data into actionable outcomes.

The role requires strong finance and tech acumen, independent project management, and the ability to collaborate with Sales, Product, and Partnerships teams. Travel may be required as we scale our client base.