🛠 Tech Stack

💼 About This Role

You'll lead implementation projects onboarding new clients onto Addepar's Navigator forecasting tool, working with RIAs, family offices, and private banks. Your core impact is designing and building solutions that unlock significant value for client businesses. This role blends deep finance and technology expertise with direct client ownership.

🎯 What You'll Do

• Lead and complete implementation projects for new Navigator clients
• Demonstrate technical and industry expertise to tailor tool usage
• Set, lead, and communicate expectations both internally and externally
• Prioritize and context-switch to manage simultaneous projects

📋 Requirements

• 2+ years of professional experience in Financial Services or Consulting
• Outstanding communication, organizational, and time-management skills
• Experience with Python or other scripting languages
• Authorization to work in the US without visa sponsorship

✨ Nice to Have

• Experience in investment management software implementations
• Experience with project management

🎁 Benefits & Perks

• 💰 Bonus
• 📈 Equity
• 🏥 Benefits package

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Phone screen· 30 min
2. 2Technical interview· 60 min
3. 3Offer· 1 week