Professional Services Consultant

Professional Services Consultant

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 and Dubai.

The Role

The Professional Services Consultant is responsible for scoping and defining professional services projects for existing clients of the Addepar platform. This role is pivotal in ensuring that our clients derive maximum value from our platform by identifying their needs and translating them into well-defined statements of work and project plans.

As a trusted advisor to our clients, you will collaborate extensively with internal teams—including Product SMEs, Client Management, Sales, and Operations—to ensure proposed services are aligned with our platform's capabilities and can be successfully delivered. You will be an expert in implementation and adoption methodologies, ensuring that scoped projects deliver win-win scenarios for both our clients and the company.

The current range for this role is $90,000 - $140,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do

• Interface directly with existing clients to understand their business needs, challenges, and opportunities for leveraging our platform more effectively
• Collaborate with internal teams to tailor best-practice implementation plans and technology solutions to match client requirements
• Develop and create detailed Professional Services Proposals and Statements of Work (SOWs)
• Present Addepar Services solutions, offerings, and their value proposition directly to clients
• Focus on the post-implementation success of clients by scoping add-on services, including business consulting and advanced phases of implementation
• Ensure an effective knowledge transfer and hand-off to the implementation teams post-scoping to facilitate smooth project execution
• Assist in refining the methodologies, tools, and processes related to the scoping and execution of professional services
• Maintain accurate and timely project and client data in Salesforce

Who You Are

• 2+ years of professional experience, preferably in Financial Services, Consulting, or Implementations
• Proven experience in a consultative role, with an ability to understand complex client needs and map them to technical solutions
• Outstanding communication, organizational, and time-management skills are essential for success
• A passion for technology and finance, with a deep interest in solving complex problems for clients in the investment management space
• Strong interpersonal skills with the ability to train and communicate effectively with clients and internal teams via email, phone, and face-to-face meetings
• Independent, adaptable, and able to thrive in a fast-paced environment
• [Bonus] Previous experience with investment management software
• [Bonus] Previous experience with project management or scoping professional services

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients' success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.