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Trading Services Solutions Consultant
Confirmed live in the last 24 hours
Salt Lake City, UT, USA
Experience Level
Desired Skills
  • 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
  • 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

201-500 employees

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.
  • 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.