The Role

As a Senior Data Solutions Consultant, you will lead some of Addepar’s complex and high-touch client data implementation projects. You’ll design scalable solutions to transform and integrate clients’ portfolio data into Addepar, consult with clients on sophisticated investment data challenges, and serve as a subject-matter expert across both technical and business domains.

You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.

Beyond client delivery, you’ll also drive internal innovation; developing automation, tooling, and best practices that enable scale and elevate how we operate globally. This is a senior individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar.
• Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis.
• Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion.
• Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team.
• Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes.
• Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function.
• Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows.

Who You Are

• Experienced: Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects.
• Technical: Experience with 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.
• Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments.
• Collaborative: Works effectively across teams and functions to deliver measurable impact.
• Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.
• Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders.
• Preferably someone who has experience in post-sales activities.