Trading Product Adoption Specialist

Addepar

full-time

Posted on: 8/26/2025

Location: 🇺🇸 United States

✨ AI Apply

💰 $72,000 - $113,000 per year

JuniorMid-Level

SaltStack

About the role

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
The Trading Product Adoption Specialist will identify and lead specific initiatives to increase product adoption and focus on retention.
Work with Trading clients by training them on best practices, developing technical solutions, sharing new features on the product roadmap, and partnering across the organization to understand product gaps.
Assist Client Management team in deepening client relationships, enable targeted adoption campaigns, and collaborate with Product & Engineering teams to provide critical client feedback.
Work directly with clients to drive Trading engagements and results (client usage, transactions, and revenues).
Partner with RIAs, Wealth Management firms, Banks, Trust Companies, and Family Offices to understand their business, with emphasis on portfolio management.
Engage cross-functionally to communicate product needs and client feedback to appropriate teams.

Bachelor’s degree or equivalent
2+ years of applicable experience
Experience working with trading platforms
Understanding of financial products, in particular equities, ETFs, mutual funds, fixed income, and derivatives
High energy and enthusiasm; relentless drive for success
Strong team player
Excellent communication and interpersonal skills
Ability to quickly build trust and strong relationships with stakeholders
User-focused - solve our current and prospective users' problems with a focus on jobs-to-be-done
Highly organized self-starter who can manage deadlines and update client health
Analytical ability - can both identify and solve problems as well as be entrepreneurial in taking a data-based approach