| Addepar Configuration Expert or wealth management at Remote, Remote, USA |
| Email: [email protected] |
| From: madhavan, AI Spins INC, [email protected] Reply to: [email protected] Hi , Hope you are doing good ! We are hiring a job for wealth management and substantial experience with Addepar it is fully Remote position Role : Addepar Configuration Expert Location- Remote anywhere in USA Rate : 75$ C2C 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 information technology Addepar Configuration Expert or wealth management [email protected] |
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| Fri Aug 23 01:57:00 UTC 2024 |