Position: Addepar Config Expert
Location: Toronto
Duration: 6 Months (extendable)
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.
The pay range that the employer reasonably expects to pay for this position is between Non 65.00 and Non 80.00
Our voluntary benefits offering includes medical, dental, vision and retirement benefits.
Applications will be accepted on an ongoing basis.
Tundra Technical Solutions would like to thank you for the interest you have demonstrated in this opportunity. However, only candidates with the required skills will be contacted.
Tundra Technical Solutions is an Equal Opportunity/Affirmative Action Employer. We welcome and encourage diversity in our workplace.
Not interested in this position, but know somebody who might be? Check out our Referral Reward Program, referrals are a big secret behind our success. As always, we’re on the lookout for great people. And we know that you know great people!
Tundra Technical Solutions is among North America’s leading providers of Information Technology and Engineering staffing and consulting services. Our success and our clients’ success are built on a foundation of service excellence. Rather than continually trying to sell to new clients and companies and simply filling databases with candidates, we focus on developing stronger relationships and deeper knowledge of our existing clients’ challenges and opportunities.
Open ears. Open minds. Open futures