Addepar
Direct Solutions Consultant (Investment Management)
$74K–$93K
Salt Lake City, UT +1 · Full-time · Posted Sep 17, 2026
- Location
- Salt Lake City, UT
Salt Lake City, Utah, United States - Visa sponsorship
- Must be legally authorized to work in the United States for any employer without current or future visa sponsorship and authorized to begin work on the first day.
About the job
Designs and implements client onboarding solutions for investment firms, guiding data conversion, project delivery, and adoption of Addepar’s platform.
What you'll do
- Onboard users and client data, including owning historical data conversions.
- Manage project scope, expectations, status, and delivery assurance to achieve client outcomes.
- Improve scalable processes, templates, and methodologies while supporting client satisfaction and retention.
What they ask for
- Superior communication, organizational, and time-management skills.
- Understanding of historical data conversion methodologies and source systems, or willingness to learn.
- Strong interpersonal skills to train and communicate effectively with clients.
- Ability to work independently and adapt in a fast-paced environment.
Nice to have
- Professional experience in project management, financial services, or consulting; prior client-facing experience is a plus.
- Experience with investment management software implementations, Python, or Salesforce.
Pay
$74,000 - $93,000 USD base salary
Tools
Addepar, Python, Salesforce
Model-written summary · the original posting is authoritative