Direct Solutions Consultant (Investment Management)

Onsite Salt Lake City, UT

python direct practice

greenhouse

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Job description

You will design and implement solutions for clients in investment management. This role requires strong project management skills and technical expertise in finance and technology.

Details

Salt Lake City, UT, work from office
$74,000 - $93,000 base salary + bonus + equity + benefits
Experience in Project management, Financial Services or Consulting preferred
Skills: python

The work

Onboard users and client data onto Addepar
Manage expectations throughout the project lifecycle
Ensure client retention through high satisfaction
Lead historical data conversions demonstrating best practices