Data Solutions Consultant

Experteer Overview As a Data Solutions Consultant at Addepar, you translate client data needs into scalable, end-to-end data solutions and lead data-conversion projects to bring legacy data into the Addepar platform. You work closely with cross-functional teams to optimize processes, automate workflows, and deliver results that scale with client growth. Your role blends technical execution with proactive communication to ensure client success and project alignment. This is a hands-on role in a fast-paced, collaborative environment that values problem-solving and impact. Compensation / Benefits * Translate client requirements into scalable data solutions * Lead data conversion projects to ETL historical portfolio data * Prioritize multiple projects and drive them to completion * Improve processes and tooling to streamline workflows * Set and communicate expectations internally and externally * Interact with clients in a proactive, consultative manner * Collaborate with Services, Sales, Product, and Engineering teams Tasks * Minimum 2+ years of experience in technology, finance, or consulting * Proficient in Python programming * Experience with financial products and securities modeling * Solution-oriented problem-solving mindset * Excellent communication, organization, and time-management skills * Independent, proactive, and capable in fast-paced environments Key requirements * base salary plus bonus * equity * benefits * career growth opportunities

bonus Product, and Engineering teams Tasks * Minimum 2+ years of experience in technology, finance, or consulting * Proficient in Python programming * Experience with financial products and securities modeling * Solution-oriented problem-solving mindset * Excellent communication, organization, and time-management skills * Independent, proactive, and capable in fast-paced environments Key requirements * base salary plus bonus * equity * benefits * career growth opportunities