Implementation Analyst New Salt Lake City, UT

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, Dubai, and Geneva.

The Role

Implementation Analysts (Solutions Consultants) lead and carry out end-to-end implementation projects to onboard new clients onto the Addepar platform. They work with clients, including RIAs, Family Offices, and Private Banks, to design and build solutions to meet their needs at any scale.

They 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. They have a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain.

What You'll Do

• Lead and complete implementation projects onboarding new clients to the Addepar platform
• Assess and own the success of add-on projects and partner delivery assurance
• Demonstrate technical and industry expertise to transition clients and their data onto Addepar
• Effectively set, lead, and communicate expectations both internally and externally
• Prioritize and context-switch effectively to complete simultaneous projects
• 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

Who You Are

Addepar is an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions.

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