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Mid-level generalist, metro location, and broad fintech skills increase candidate competition.
Strong investment-management and client-facing consulting emphasis makes domain-specific finance experience important.
Preferred 2+ years and finance/consulting experience; technical skills are beneficial but not mandatory.
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Advise and consult directly with clients to architect and implement scalable, best-practice solutions within existing Addepar environments.
Own and deliver high-value client outcomes aligned with expectations, overcoming technical limitations and ensuring retention through high satisfaction.
Partner cross-functionally to improve client experience, drive BAU models, and influence scalable processes and tools that reduce reliance on premium services.
2+ years of professional experience preferred in Project Management, Financial Services, or Consulting.
Must have legal authorization to work in the country of employment on day one; no visa sponsorship available.
Prior client-facing experience is a plus but not strictly required.
Work Experience Required: 2+ years preferred, but not strictly mandatory.
Strong understanding of finance and technology with ability to design creative solutions for complex financial workflows.
Comfortable in a fast-paced, ambiguous environment with ownership mindset and excellent communication skills.
Experience or interest in investment management software implementations and technical capabilities such as Python scripting is a plus.