Managed Services Consultant

Who We Are

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 $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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

The Managed Services team at Addepar plays a critical role in helping clients maximize platform value well beyond initial implementation. We serve as an extension of our clients’ operational teams, embedding Addepar expertise into their day-to-day workflows to drive efficiency, scalability, and strategic insight.

In partnership with Account Managers, Support Analysts, and Product Managers, the Managed Services Consultants help optimize clients’ overall experience and identify areas for R&D investment that lessen reliance on premium services. We are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. 

Managed Services Consultants have a deep understanding of both finance and technology, take ownership of our client's success and excel at project governance and cross-functional communication.

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 - $93,000 (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

• Apply technical and industry expertise to design and implement scalable, best-practice solutions within existing Addepar environments
• Deliver high-impact outcomes that align with client goals, ensuring measurable value and satisfaction
• Proactively manage stakeholder communication and expectations across internal and external teams
• Drive client retention by fostering strong relationships, delivering consistent value, and ensuring referenceability
• Lead projects with clear milestones and accountability, ensuring successful execution from kickoff through completion
• Communicate project health, risks, and milestones regularly to internal and client-side senior stakeholders
• Collaborate with Account Managers and Support Leads to build sustainable, business-as-usual (BAU) service models for long-term client success
• Partner with Product and R&D teams to inform scalable tooling that reduces client dependence on premium services and encourages self-sufficiency
• Identify and implement opportunities to optimize internal processes, tools, and engagement models as the client base grows
• Develop repeatable methodologies, pre-configured templates, and process improvements to reduce project complexity and accelerate timelines
• Serve as a trusted advisor and subject matter expert across all aspects of the Addepar platform

Who You Are

• Bachelor’s degree or equivalent experience
• 2+ years of professional experience in project management, financial services, or consulting; prior client-facing experience is strongly preferred
• Excellent communication, organization, and time management skills, with a proven ability to manage multiple priorities
• Curious and quick to learn, especially when it comes to understanding historical data conversion workflows and varied source systems
• Detail-oriented with a continuous improvement mindset
• Self-starter who thrives in a fast-paced, dynamic environment and adapts easily to change
• Strong interpersonal skills with the ability to train and communicate effectively across channels (email, phone, video, and in-person)
• Passionate about the intersection of technology and finance
• Willingness to travel occasionally for client engagements
• Experience implementing investment or wealth management software (Bonus)
• Familiarity with scripting or automation tools, especially Python (Bonus)

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 TAinfo@addepar.com.