Trading Solutions Specialist
$89k/y-$139k/y
Addepara day ago
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OnsiteFull-timeMid
Summary
Addepar is seeking a Trading Solutions Specialist to join their Solutions Specialty team in the New York City Metropolitan Area. The role focuses on driving adoption, retention, and growth of specialized solutions that enhance their Core platform.
About the Role
As a Trading Solutions Specialist, you will lead initiatives to boost client adoption, serve as the primary expert for existing Trading clients, collaborate with R&D to provide product feedback, and play a key role in the pre-sales process by conducting demos and crafting documentation.
About You
Required:
- Bachelor’s degree or equivalent experience.
- 5+ years of experience in capital markets, financial services, WealthTech, RIAs, family offices, or related environments.
- Strong understanding of portfolio management concepts and trading workflows.
Preferred:
- CFA and/or CAIA certifications.
- Excellent communication skills with the ability to translate complex concepts into clear insights.
- Highly organized self-starter with the ability to design thoughtful technical solutions.
Benefits
- Competitive salary range of $89k–$139k plus bonus and equity.
- Comprehensive benefits package.
Addepar
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 New York City, Mountain View, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
New York City Metropolitan Area