Addepar
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Trading Product Adoption Specialist
role at
Addepar
Is this the role you are looking for If so read on for more details, and make sure to apply today. Get AI-powered advice on this job and more exclusive features.
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 50 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, Pune, and Dubai.
The Role Addepar Trading is your all-in-one comprehensive trading suite. As an extension of the Addepar Platform, users can enhance their trading workflows by building efficiencies that automate trading and rebalancing, apply robust pre-trade compliance rules, execute seamlessly via our order management system, and integrate with leading partners. We are building this product for our global client base.
The Trading Product Adoption Specialist will identify and lead initiatives to increase product adoption and retention. Responsibilities include training clients on best practices, developing technical solutions, sharing new features, partnering across teams to identify product gaps, assisting Client Management in deepening relationships, enabling targeted adoption campaigns with Analytics/Marketing, and providing feedback to Product & Engineering teams.
Salary Range The current range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits. Exact salary will depend on role, skills, experience, location, and market conditions. Recruiters can provide specific details during hiring.
What You’ll Do
Work directly with clients to drive trading engagement and results.
Partner with RIAs, Wealth Management firms, Banks, Trust Companies, and Family Offices to understand their business and improve their results.
Engage cross-functionally to communicate product needs and client feedback to relevant teams.
Who You Are
Bachelor’s degree or equivalent.
2+ years of applicable experience.
Experience with trading platforms.
Understanding of financial products such as equities, ETFs, mutual funds, fixed income, and derivatives.
High energy, enthusiasm, and drive for success.
Strong team player with excellent communication skills.
Ability to build trust and relationships quickly.
User-focused with a problem-solving approach.
Highly organized self-starter capable of managing deadlines.
Analytical, data-driven problem solver with entrepreneurial mindset.
Our Values
Act Like an Owner
Build Together
Champion Our Clients
Drive Innovation
Embrace Learning
Addepar is an equal opportunity employer committed to diversity and inclusion. We provide reasonable accommodations for individuals with disabilities during the application and onboarding process.
Important Notice Beware of phishing scams impersonating Addepar. No legitimate job offers will be made without a formal interview process. Contact TAinfo@addepar.com for concerns.
#J-18808-Ljbffr
Trading Product Adoption Specialist
role at
Addepar
Is this the role you are looking for If so read on for more details, and make sure to apply today. Get AI-powered advice on this job and more exclusive features.
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 50 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, Pune, and Dubai.
The Role Addepar Trading is your all-in-one comprehensive trading suite. As an extension of the Addepar Platform, users can enhance their trading workflows by building efficiencies that automate trading and rebalancing, apply robust pre-trade compliance rules, execute seamlessly via our order management system, and integrate with leading partners. We are building this product for our global client base.
The Trading Product Adoption Specialist will identify and lead initiatives to increase product adoption and retention. Responsibilities include training clients on best practices, developing technical solutions, sharing new features, partnering across teams to identify product gaps, assisting Client Management in deepening relationships, enabling targeted adoption campaigns with Analytics/Marketing, and providing feedback to Product & Engineering teams.
Salary Range The current range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits. Exact salary will depend on role, skills, experience, location, and market conditions. Recruiters can provide specific details during hiring.
What You’ll Do
Work directly with clients to drive trading engagement and results.
Partner with RIAs, Wealth Management firms, Banks, Trust Companies, and Family Offices to understand their business and improve their results.
Engage cross-functionally to communicate product needs and client feedback to relevant teams.
Who You Are
Bachelor’s degree or equivalent.
2+ years of applicable experience.
Experience with trading platforms.
Understanding of financial products such as equities, ETFs, mutual funds, fixed income, and derivatives.
High energy, enthusiasm, and drive for success.
Strong team player with excellent communication skills.
Ability to build trust and relationships quickly.
User-focused with a problem-solving approach.
Highly organized self-starter capable of managing deadlines.
Analytical, data-driven problem solver with entrepreneurial mindset.
Our Values
Act Like an Owner
Build Together
Champion Our Clients
Drive Innovation
Embrace Learning
Addepar is an equal opportunity employer committed to diversity and inclusion. We provide reasonable accommodations for individuals with disabilities during the application and onboarding process.
Important Notice Beware of phishing scams impersonating Addepar. No legitimate job offers will be made without a formal interview process. Contact TAinfo@addepar.com for concerns.
#J-18808-Ljbffr