19 days ago
Salt Lake City, UT, USAMid Level / Senior
H1B Sponsor
Base Salary
$74k - $93k/yr
Responsibilities
- Lead and complete implementation projects onboarding new clients onto the Navigator tool.
- Demonstrate technical and industry expertise to help clients leverage the tool for their specific use-cases.
- Effectively set, lead, and communicate expectations both internally and externally.
- Prioritize and context-switch effectively to complete simultaneous projects.
- Think critically about improving current processes and tools as the client base expands.
- Serve as a subject matter expert on all things Addepar.
Requirements
- Professional experience in Financial Services or Consulting in related fields.
- 2+ years of professional experience.
- Outstanding communication, organizational, and time-management skills.
- Ability to work independently and adapt in a fast-paced environment.
- Strong interpersonal skills for effective client communication.
- Passion for technology and finance.
- Experience with programming/scripting, specifically Python.
- Occasional travel may be required.
- Bonus: Previous experience in investment management software implementations.
- Bonus: Previous experience with project management.