Trading Services Solutions Consultant
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
The Role
Trading Services Solutions Consultants are responsible for leading and carrying out end-to-end implementation projects to onboard new clients onto the Addepar Trading Platform. Our Trading Service Implementation Team provides our clients white-glove training and project management when using our software and services. To be successful in this role, you should be an excellent communicator, fast learner, able to work multi-functionally, think proactively, be agile, responsive, and will own multiple responsibilities to ensure client experience maximization resulting in overall company success. You will be an integral part of an industry-leading implementation team that will help continue our exceptional growth.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $90,000 - $140,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Lead and complete implementation projects onboarding new clients to the Addepar Trading Platform
- Lead all aspects of client relationships and expectations from project inception to stabilization
- Train clients on platform best practices and build detailed Solutions Design and Project Plan documentation
- Demonstrate technical and industry expertise to transition clients and their data onto Addepar Trading
- Solve customer concerns and bring issue resolution to closure using cross-team collaboration, problem-solving, and training.
- Effectively set, lead, and communicate expectations both internally and externally
- Prioritize and context-switch effectively to complete simultaneous projects
- Think critically about how to improve our current processes and tools both internally and externally as our client base expands
- Be an authority on all things Addepar Trading
Who You Are
- Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
- Superior communication, organizational, problem solving and time-management skills
- Proficiency in math, financial equations/terminology, and database set up methodologies
- Experience using help desk/ CRM (Salesforce) and remote support tools.
- Perseverance when handling tough assignments and willingness to bring client issues to resolution.
- Passion for problem-solving and continuous learning
- Passion for technology and finance
- 3+ years of relevant experience in a client-facing role
- Desire to be a part of a diverse team
- [Plus] Previous experience in investment management, finance/trading, trading software.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
Average salary estimate
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By
Addepar
Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.
190 jobs
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