Managed Services Consultant

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 $90,000 - $112,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

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
• Professional experience in Project Management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
• Candidates must have outstanding communication, organizational, and time-management skills
• Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn)
• Thorough 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 partners via email, on the phone, and face-to-face
• Passion for technology and finance
• Occasional travel to visit clients may be necessary
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Capability to program/script, specifically in python