Direct Solutions Consultant (Investment Management)

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. What you’ll do As a Technical Consultant, you'll take ownership of the integration implementation for our customers, guiding them from kickoff to go-live. You will be responsible for translating a customer’s business requirements into an effective product configuration, solving challenges, and providing best practices related to Brex Integrations. Ultimately, you'll ensure that customers are equipped with the necessary knowledge to feel confident with their integrations, setting them up for long-term success. Where you’ll work This role will be based in our Salt Lake City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Own

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role At SoFi, we're building AI capabilities that fundamentally change how our teams operate, innovate, and serve our members. We're looking for a Senior Director, AI Enterprise Transformation to lead enterprise-wide AI adoption by partnering with technology and business leaders to identify, prioritize, and deliver high-impact AI initiatives. This is a highly cross-functional leadership role for someone who combines deep technical understanding of modern AI technologies with exceptional executive influence and change leadership. You will work across Engineering, Product, Enterprise Architecture, Data, Corporate IT, Operations, and business functions to accelerate AI adoption, establish best practices, and drive measurable business outcomes. Success in this role requires someone who can translate emerging AI capabilities into scalable enterprise solutions while inspiring teams across SoFi to embrace new ways of working. You will serve as both a strategic advisor and transformation leader, helping shape SoFi's AI roadmap and ensuring AI investments deliver meaningful impact across the company. What You'll Do Lead enterprise-wide AI transformation initiatives that improve operational efficiency, employee productivity and growth for SoFi. Partner with executive leadership to develop and execute SoFi's AI tr

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role At SoFi, we're building AI capabilities that fundamentally change how our teams operate, innovate, and serve our members. We're looking for a Sr Director, Head of Enterprise Applied AI to lead enterprise-wide AI adoption by partnering with technology and business leaders to identify, prioritize, and deliver high-impact AI initiatives. This is a highly cross-functional leadership role for someone who combines deep technical understanding of modern AI technologies with exceptional executive influence and change leadership. You will work across Engineering, Product, Enterprise Architecture, Data, Corporate IT, Operations, and business functions to accelerate AI adoption, establish best practices, and drive measurable business outcomes. Success in this role requires someone who can translate emerging AI capabilities into scalable enterprise solutions while inspiring teams across SoFi to embrace new ways of working. You will serve as both a strategic advisor and transformation leader, helping shape SoFi's AI roadmap and ensuring AI investments deliver meaningful impact across the company. What You'll Do Lead enterprise-wide AI transformation initiatives that improve operational efficiency, employee productivity and growth for SoFi. Partner with executive leadership to develop and execute SoFi's AI trans

VTS is seeking a Senior Manager, Solutions Consultant - Activate to assist and translate new business opportunity into a successful deployment plan across VTS Activate - the platform that extends VTS into building operations and the tenant experience, including access control, visitor management, work orders, and building services. This role sits at the intersection of sales, solution design, and implementation readiness. Once an opportunity is qualified, the Solutions Consultant becomes the solutions expert alongside the Account Executive - translating a customer’s needs into a tailored Activate solution and, once the deal is won, into a complete solution design and implementation plan that hands off cleanly to the Implementation team. You will work predominantly through our major channel partners to start, expanding to the direct channel and other commercial clients over time, and partner closely with our Senior Technical Solutions Consultant, whose deep access-control expertise verifies and completes the solution you design. Unlike a traditional pre-sales engineer focused only on the demonstration, or an implementation manager focused only on delivery, this position helps manage the full arc of solution implementation preparedness - from qualified opportunity, through solution design, to a clean handoff to implementation, with continued check-ins through launch. It carries deep product ownership of the Activate feature set, with particular emphasis on Access Control and Visitor Management. This is a highly visible, senior individual-contributor role based in our New York office. ** Please note that this opportunity requires this hire to work from our NYC office four days a week. ** Here’s what you can expect as a Senior Manager, Solutions Consultant Partner with the Account Executive as the Activate solutions expert from the moment an opportunity is qualified Develop expert-level command of the Activate feature set and tailor product messaging and demonstra