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Fintech Product Training Consultant
Posted on 5/19/2022
New York, NY, USA
Experience Level
Desired Skills
  • 1 year of experience using the Addepar platform, OR 2+ years in a software education services role, support, professional services, sales, marketing, or relationship management at a financial services or SAAS Technology company
  • Exceptional presentation skills
  • Strong demonstrated knowledge of the Wealth Management industry
  • Ability to tailor messaging about a product's value proposition to varied audiences
  • Capable of working across multiple organizations
  • Outstanding logistical planning and organizational skills
  • Experience managing projects from start to finish
  • Excitement to continually learn and grow your knowledge
  • Travel required
  • Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners, employees, and enthusiasts, both virtually and in-person
  • Build and collaborate on new training content to equip a variety of different types of Addepar users for success
  • Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community
  • Collaborate with the Sales, Marketing, and Services teams to drive attendance at our courses and interaction with our content
  • Rapidly incorporate client feedback into our course content and course experience
  • Manage the logistics required to deliver a top-notch training experience

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.