What You’ll Do

Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and reference-ability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start-to-finish demonstrating Addepar’s best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools both internally and externally as our client base expands
Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
Own and lead delivery assurance for external, third-party engagements
Be an expert on all things Addepar

Who You Are

Professional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented with an eye toward continuous improvement
The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
Passion for technology and finance
Occasional Travel
[Bonus] Previous experience in investment management software implementations
[Bonus] Previous experience with programming/scripting, specifically python
[Bonus] Previous experience with Salesforce