Investment Solutions Architect – Client Onboarding

Addepar1; Salt Lake City (UT); On-site; USD 74,000 - 93,000; Full time

Job summary

Addepar is seeking Solutions Consultants/Architects to design and implement tailored solutions for new clients, focusing on onboarding complex financial data and modeling for sophisticated investors. You will collaborate with Sales, Product, and Partnerships to unlock value and ensure client happiness.

Candidates should bring a blend of finance and technology expertise and strong project governance. You will own end-to-end delivery, with discretion over projects and schedules, and be capable of

Qualifications

• Professional experience in Project management, Financial Services or Consulting is preferred.
• Prior client-facing experience is a plus.

Responsibilities

• Demonstrate technical and industry expertise to onboard users and client data onto Addepar.
• Deliver high‑value client outcomes aligned with client expectations and transition to a best‑practice operating model.
• Effectively and proactively manage expectations both internally and externally throughout the project lifecycle.
• Ensure retention of clients driven by high client satisfaction and reference‑ability.
• Lead scope change to deliver high‑value client outcomes.
• Own historical data conversions from start‑to‑finish demonstrating Addepar's best practice methodologies.

Skills

Project management

Client-facing

Communication

Time management

Tools

Salesforce

Python

Job description

Addepar is seeking Solutions Consultants/Architects to design and implement tailored solutions for new clients, focusing on onboarding complex financial data and modeling for sophisticated investors. You will collaborate with Sales, Product, and Partnerships to unlock value and ensure client happiness.

Candidates should bring a blend of finance and technology expertise and strong project governance. You will own end-to-end delivery, with discretion over projects and schedules, and be capable of