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Adeppar Configuration Expert at Remote, Remote, USA
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From:

madhavan,

AI Spins INC,

[email protected]

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Role : Adeppar Configuration Expert

Location- Remote anywhere in USA

JD-

In essence, we are looking for someone with good grasp of wealth management and substantial experience with Addepar. This person will play a key role in understanding the product, its configuration needs, and the intricacies of implementation.

Qualifications:

Professional Experience:

       Prior experience working with the Addepar platform

       Deep understanding of wealth management practices.

       Familiarity with historical data conversion methodologies, specifically related to Addepar implementations.

       Understand nuances of data feed build and validation from source systems to target system.

       Interpret business requirements and lead functional solution designs and configuration workstreams.

Responsibility :

Product Onboarding

       Demonstrate functional and technical proficiency to onboard users and client data onto the Addepar platform.

       Ensure a smooth transition for clients during the implementation process.

Product Expertise:

       Provide guidance to our implementation team with Addepar configuration and integration requirements

       Showcase your deep understanding of Addepar platform during client conversations

       Collaborate with clients and Product team to achieve the most suitable solution based on their unique needs

Documentation:

       Adhere to gold standard documentation practices

       Create and maintain accurate records of implementation processes.

Data Conversions:

       Own historical data conversions, demonstrating Addepar expertise

       Collaborate with the team to adapt and optimize data integration to ensure timely conversion

Product Management :

       Minimize project effort and duration through scalable processes and templates.

       Streamline workflows to enhance productivity.

       Lead external, third-party engagements related to Addepar implementation.

       Ensure successful project delivery

Keywords: artificial intelligence
Adeppar Configuration Expert
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Wed Aug 21 00:20:00 UTC 2024

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