Alternatives Data Management Solutions Consultant

• An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management)
• In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution
• Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc
• Additionally, you will be responsible for ensuring the ADM solution is compatible with a client’s existing Addepar solution and if not develop the necessary plan to solve for any gaps
• An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams
• Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
• Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
• Connect with clients in a proactive, consultative and professional manner

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance- They must possess a deep understanding of our target markets and the clients we serve
• They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success
• Strong work ethic, proactive and a high contributing teammate
• Experience with the Addepar platform is a plus
• Solution-oriented approach and a passion for problem solving
• Excellent communication, organizational, and time-management skills
• Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
• Experience working with alternative investment data
• Experience with project management
• Independent, adaptable and can thrive in a fast-paced environment
• The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology