Sr. Data Solutions Consultant

Experienced: 7+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects.

Technical: Expert in Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows.

Investment-Savvy:

Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles.

Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds.

Client-Focused: Exceptional communication skills with the ability to translate technical concepts into business outcomes.

As a

Senior Data Solutions Consultant

, you’ll lead some of Addepar’s most complex, high-touch client data implementations. You’ll design scalable solutions to translate clients’ portfolio data into Addepar, drive key data conversion projects, and serve as a trusted consultant for clients with sophisticated investment data challenges.

Beyond direct client work, you’ll help shape how our Data Solutions team operates — developing tools, automations, and processes that enable scale and elevate how we deliver impact. This is a senior individual contributor role for someone who thrives at the intersection of finance and technology, combining technical depth, analytical rigor, and client partnership.

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 $112,000 - $175,000 (base salary) + bonus + equity + benefits.