Trading Services Solutions Consultant

Confirmed live in the last 24 hours

Locations

Salt Lake City, UT, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Salesforce

Communications

Requirements

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

Responsibilities

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 We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 850 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data-driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s tech and data platform to deliver exceptional value to their clients in a modern, scalable and secure way.

Our clients use Addepar to manage and advise on more than $4 trillion in assets. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.

We’re now expanding Addepar’s business around the globe, with clients in more than 30 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

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 $88,000 - $166,000 + 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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

201-500 employees

Website

Wealth management platform for investors & advisors

Company Overview

Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

Company Core 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.