Lead, Enterprise Solutions Consultant

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, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

The Role

As a manager and player/coach for Enterprise Solutions Consultants, you will ensure the team has proper objectives, goals and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal attainment. You will direct a team of Solutions Consultants in addition to performing projects as a Solutions Architect. You will coach, mentor and develop staff, including supervising new employee onboarding and providing career development planning and opportunities. You will provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, employee recognition, rewards, and disciplinary action, with the assistance of your manager and People Business Partner when vital.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $118,000 - $148,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Lead internal management and initiatives to grow the Enterprise SC practice.

• Amplify team mandate and help complete team strategy.

• Lead and mentor the team, driving prioritization, process, and execution consistency, and developing team performance.

• Contribute to and drive standard processes for consistent, quality delivery of Enterprise solutions.

• As a Solutions Architect, you'll assess client needs, design solutions with Addepar teams (Sales, Project Management, Data, Account Management, Product), and coordinate solution building/testing with internal/external teams, partners, and clients.

Who You Are

• 3-5+ years tech, finance, or consulting experience

• Proven leadership and management

• Track record of leading client initiatives, teams, and projects

• Excellent communication, organization, and time management

• Process-oriented with a focus on continuous improvement

• Solution-oriented with a passion for problem-solving

• Strong work ethic, proactive, and a high-contributing team player

• Independent, adaptable, and thrives in fast-paced environments

• Excellent verbal and written skills, able to present complex info clearly

• Passion for technology and finance

• [Preferred] Knowledge of financial instruments, performance calculation, or client reporting

• [Bonus] Previous investment management software implementation experience

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

• Build Together - Collaborate to unlock the best solutions. 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 our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].