Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup.
Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations.
Serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders.
Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders.
Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies.