Investment Solutions Specialist
3 weeks ago
About Us
Addepar is a leading global technology and data firm dedicated to assisting investment professionals in delivering informed and precise guidance to their clients. Over the past decade, we have gained the trust of hundreds of thousands of users, empowering them to make smarter investment decisions. With a client presence spanning more than 45 countries, our platform aggregates portfolio, market, and client data for assets exceeding $6 trillion. Addepar's open architecture integrates with over 100 software, data, and service partners, providing a comprehensive solution for a diverse array of firms and use cases. We embrace a flexible global workforce model with offices in various locations.
Role Overview
As an Investment Solutions Specialist, you will be responsible for crafting and executing tailored solutions for new clients, ensuring a smooth onboarding process for some of the most sophisticated investors globally. Your focus will be on identifying how Addepar can deliver substantial value to our clients' operations, utilizing your analytical skills to guide clients in modeling and analyzing their financial instruments and assets. A strong grasp of both finance and technology is essential, along with a commitment to client satisfaction and effective project governance.
The ideal candidate will have a proven track record of delivering exceptional client experiences, either in investment management or through software deployments in related fields. You will have the autonomy to manage your projects and schedule, demonstrating self-reliance while collaborating with other Addepar teams across Sales, Product, and Partnerships. Strong project management skills and an appreciation for our target markets are crucial, as is the technical ability to engage in hands-on teaching, learning, and development within our organization.
Key Responsibilities
- Showcase technical and industry knowledge to onboard users and client data onto the Addepar platform.
- Deliver high-impact client outcomes that align with client expectations, transitioning smoothly to a best-practice operational model.
- Proactively manage expectations both internally and externally throughout the project lifecycle.
- Ensure client retention through high satisfaction and reference-ability.
- Lead scope changes to achieve high-value client outcomes in line with expectations.
- Maintain 100% compliance with established responsibilities and documentation standards.
- Oversee historical data conversions from inception to completion, demonstrating best practice methodologies.
- Effectively prioritize and manage multiple projects simultaneously, ensuring each is completed successfully.
- Communicate project health and status proactively to internal and external senior leadership.
- Critically assess and enhance current processes and tools as our client base grows.
- Streamline project efforts and durations through the development of scalable processes and improved methodologies.
- Lead delivery assurance for external third-party engagements.
- Become an expert on all aspects of the Addepar platform.
Candidate Profile
- Professional experience in project management, financial services, or consulting is preferred, with prior client-facing experience being advantageous.
- Exceptional communication, organizational, and time-management skills are essential.
- Understanding of historical data conversion methodologies and various source systems, or a willingness to learn.
- Process-oriented mindset with a focus on continuous improvement.
- The ideal candidate should be independent, adaptable, and thrive in a dynamic environment.
- Strong interpersonal skills to effectively train and communicate with clients through various channels.
- A passion for technology and finance is highly valued.
- Willingness to travel occasionally.
- [Bonus] Previous experience in investment management software implementations.
- [Bonus] Familiarity with programming/scripting, particularly in Python.
- [Bonus] Experience with Salesforce is a plus.
Our Core Values
- Act Like an Owner - Operate with intention, purpose, and care. Take ownership of outcomes.
- Build Together - Collaborate to unlock optimal solutions and deliver lasting value.
- Champion Our Clients - Exceed client expectations; our clients' success is our success.
- Drive Innovation - Be bold and unconstrained in problem-solving; transform the industry.
- Embrace Learning - Engage with our community to broaden perspectives and foster a growth mindset.
Addepar is proud to be an equal opportunity employer, committed to bringing together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions. We strive to create a welcoming environment where inclusion and belonging are shared responsibilities.
We ensure that individuals with disabilities receive reasonable accommodations to participate in the job application or interview process, perform essential job functions, and enjoy other benefits and privileges of employment.
Please be aware of potential phishing scams involving individuals posing as hiring managers. Addepar will not extend job offers without a formal interview process and will never request payment for equipment or supplies as part of onboarding.
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