What You’ll Do

Apply technical and industry expertise to design and implement scalable, best-practice solutions within existing Addepar environments
Deliver high-impact outcomes that align with client goals, ensuring measurable value and satisfaction
Proactively manage stakeholder communication and expectations across internal and external teams
Drive client retention by fostering strong relationships, delivering consistent value, and ensuring referenceability
Lead projects with clear milestones and accountability, ensuring successful execution from kickoff through completion
Communicate project health, risks, and milestones regularly to internal and client-side senior stakeholders
Collaborate with Account Managers and Support Leads to build sustainable, business-as-usual (BAU) service models for long-term client success
Partner with Product and R&D teams to inform scalable tooling that reduces client dependence on premium services and encourages self-sufficiency
Identify and implement opportunities to optimize internal processes, tools, and engagement models as the client base grows
Develop repeatable methodologies, pre-configured templates, and process improvements to reduce project complexity and accelerate timelines
Serve as a trusted advisor and subject matter expert across all aspects of the Addepar platform

Who You Are

Bachelor’s degree or equivalent
Professional experience in Project Management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
Candidates must have outstanding communication, organizational, and time-management skills
Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn)
Thorough 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 partners via email, on the phone, and face-to-face
Passion for technology and finance
Occasional travel to visit clients may be necessary
[Bonus] Previous experience in investment management software implementations
[Bonus] Capability to program/script, specifically in python