Enterprise Solutions Consultant, Addepar

$74-175k

+ Bonus + Equity. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions

Python

Senior level

New York

Addepar is a software and data platform for even the most complex investment portfolios.

Job no longer available

Addepar is a software and data platform for even the most complex investment portfolios.

1001+ employees

FintechB2BInvestingSaaS

Job no longer available

$74-175k

+ Bonus + Equity. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions

Python

Senior level

New York

1001+ employees

FintechB2BInvestingSaaS

Company mission

Be the tech and data platform that connects the global investment ecosystem.

Job

Company

Role

Who you are

Minimum 5+ years of professional experience working in finance, technology, and/or consulting
Solution-oriented approach and a passion for problem-solving
Proven ability to research, design, and implement solutions for complex problems
Strong work ethic, proactive and a high contributing teammate
Independent, adaptable, and can thrive in a fast-paced environment
Excellent communication, organizational, and time-management skills
Experience programming in Python language and/or experience with project management is a plus

What the job involves

As an Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects
In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform ensuring that we’re developing the best solutions to fit their unique and complex requirements
Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand
Onboard new clients to the Addepar platform leading the solution design and execution of the implementation project
Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
Connect with clients in a proactive, consultative, and professional manner

Our take

Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyse and visualise the data they need.

Addepar currently tracks around $6 trillion of assets serving over 800 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.

The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will further accelerate its momentum as it continues to innovate its suite of solutions.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

15% employee growth in 12 months

Glassdoor (3.9)

Company

Funding (last 2 of 8 rounds)

May 2025

$230m

SERIES G

Nov 2021

$130m

LATE VC

Total funding: $872.8m

Company benefits

Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance - Your continued growth and development are important to us
Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
Pension with Employer Contributions
Wellness and VDU Wallets
Bi-Annual Hackathons

Company HQ

Midtown East, New York, NY

Leadership

Joe Lonsdale

(Founder & Chairman)

Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.

Salary benchmarks

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