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Solutions Architect for Investment Management
2 months ago
Who We Are
Addepar is a global technology and data company dedicated to empowering investment professionals with the insights they need to provide exceptional guidance to their clients. With a presence in over 45 countries, Addepar's platform aggregates portfolio, market, and client data for over $6 trillion in assets under management. Our open platform integrates with more than 100 software, data, and services partners to deliver comprehensive solutions for a wide range of financial institutions.
The Role
As a Solutions Architect, you will play a pivotal role in designing and implementing tailored solutions for our clients, ensuring a seamless onboarding experience for some of the world's most sophisticated investors. You will leverage your deep understanding of both finance and technology to identify how Addepar can unlock significant value for our clients' businesses. Your analytical skills will be essential in advising clients on modeling and examining their financial instruments and assets.
You will own the client experience, ensuring their satisfaction and driving project success. Collaboration with internal teams and external stakeholders will be key to delivering innovative solutions that meet our clients' evolving needs.
Responsibilities
- Collaborate closely with clients to understand their unique business requirements and objectives.
- Design and implement customized solutions leveraging Addepar's platform and integrations.
- Provide technical guidance and support throughout the implementation process.
- Develop and maintain strong relationships with clients, ensuring their satisfaction and ongoing success.
- Stay abreast of industry trends and best practices in financial technology.
Qualifications
- Proven experience as a Solutions Architect or similar role within the financial services industry.
- Strong understanding of investment management principles and practices.
- Technical expertise in data analysis, reporting, and visualization tools.
- Excellent communication, interpersonal, and presentation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
