| Job Opening for Addepar Configuration Expert, Remote with wealth management at Remote, Remote, USA |
| Email: [email protected] |
| From: Gourav, Crea Services [email protected] Reply to: [email protected] Hi Folks, Hope you are doing well. This is Gourav from Crea Services which is fastest growing staffing firm with valuable and trusted customers. We have one opportunity with one of our Direct Client, So please share your updated resume along with your availability to discuss on the same role. Position: Addepar Configuration Expert Location: Remote 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. Thanks & Regards Gourav Graak Email: [email protected] CREA SERVICES Keywords: Job Opening for Addepar Configuration Expert, Remote with wealth management [email protected] |
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| Thu Aug 22 01:44:00 UTC 2024 |