WHO WE ARE

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

THE ROLE

Navigator Solutions Consultants are responsible for leading implementation projects to onboard new clients onto the Navigator add-on forecasting tool. Working with clients including RIAs, Family Offices, and Private Banks, they are passionate about identifying how Navigator can unlock significant value for their businesses. They work closely with clients to design and build solutions to meet their needs at any scale. “SCs” have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams, and take ownership of our client’s success.
SCs have a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. An SC is given discretion over their projects and work schedule. They are encouraged to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams, including our Sales, Engineering, and Product teams. They must deeply understand our target markets and the clients we serve. Ideally, they will possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our software.

WHAT YOU’LL DO

• Lead and complete implementation projects onboarding new clients on to the Navigator tool
• Demonstrate technical and industry expertise to help clients leverage the tool to their specific use-cases
• Effectively set, lead, and communicate expectations both internally and externally
• Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Be a subject matter expert on all things Addepar