Direct Solutions Consultant (Spanish-Speaking)
Job title: Direct Solutions Consultant (Spanish-Speaking) in Salt Lake City, UT at Addepar
Company: Addepar
Job description: Who We AreAddepar 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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.The RoleSolutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we efficiently and effectively onboard some of the world's most sophisticated investors. They focus on identifying how Addepar can unlock significant value for our clients. They regularly call upon their analytical skills to advise clients on how to model and examine their financial instruments and assets. They deeply understand finance and technology, take ownership of our clients' happiness, and excel at project governance.Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance and the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and appreciate our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.The Direct team supports a range of sophisticated investment management firms, including Registered Investment Advisors (RIAs), Family Offices, and similar Core clients. These firms rely on Addepar's platform to streamline operations, enhance reporting, and drive better client investment insights. Given the complexity and diversity of their portfolios, Solutions Consultants play a critical role in ensuring seamless onboarding, data accuracy, and ongoing platform adoption. This role requires Spanish proficiency for regular communication. Candidates will be asked to self-assess their language skills during the application process.Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.The current range for this role is $74,000 - $116,000 (base salary) + 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
Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and referenceability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start to finish, demonstrating Addepar's best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools, both internally and externally, as our client base expands
Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
Own and lead delivery assurance for external, third-party engagements
Become an expert on all things Addepar
Who You Are
Professional experience in Project management, Financial Services, or Consulting is preferred. (Prior client-facing experience is a plus)
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented 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 clients via email, on the phone, and face-to-face
Passion for technology and finance
Occasional Travel
[Bonus] Previous experience in investment management software implementations
[Bonus] Previous experience with programming/scripting, specifically Python
[Bonus] Previous experience with Salesforce
Spanish-language skills
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.PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to .
Expected salary: $74000 - 116000 per year
Location: Salt Lake City, UT
Apply for the job now!
Apply Now
Company: Addepar
Job description: Who We AreAddepar 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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.The RoleSolutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we efficiently and effectively onboard some of the world's most sophisticated investors. They focus on identifying how Addepar can unlock significant value for our clients. They regularly call upon their analytical skills to advise clients on how to model and examine their financial instruments and assets. They deeply understand finance and technology, take ownership of our clients' happiness, and excel at project governance.Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance and the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and appreciate our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.The Direct team supports a range of sophisticated investment management firms, including Registered Investment Advisors (RIAs), Family Offices, and similar Core clients. These firms rely on Addepar's platform to streamline operations, enhance reporting, and drive better client investment insights. Given the complexity and diversity of their portfolios, Solutions Consultants play a critical role in ensuring seamless onboarding, data accuracy, and ongoing platform adoption. This role requires Spanish proficiency for regular communication. Candidates will be asked to self-assess their language skills during the application process.Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.The current range for this role is $74,000 - $116,000 (base salary) + 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
Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and referenceability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start to finish, demonstrating Addepar's best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools, both internally and externally, as our client base expands
Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
Own and lead delivery assurance for external, third-party engagements
Become an expert on all things Addepar
Who You Are
Professional experience in Project management, Financial Services, or Consulting is preferred. (Prior client-facing experience is a plus)
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented 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 clients via email, on the phone, and face-to-face
Passion for technology and finance
Occasional Travel
[Bonus] Previous experience in investment management software implementations
[Bonus] Previous experience with programming/scripting, specifically Python
[Bonus] Previous experience with Salesforce
Spanish-language skills
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.PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to .
Expected salary: $74000 - 116000 per year
Location: Salt Lake City, UT
Apply for the job now!
Apply Now