Navigator Solution Consultant

Job description

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role: Navigator Solutions Consultants are responsible for leading implementation projects to onboard new clients onto the Navigator add-on forecasting tool. Working with clients including RIAs, Family Offices, and Private Banks, they are passionate about identifying how Navigator can unlock significant value for their businesses. They work closely with clients to design and build solutions to meet their needs at any scale. "SCs" have a deep understanding of both finance a...