Addepar

Trading Product Adoption Specialist

Addepar

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
✨ AI Apply
Manual Apply

Salary

💰 $72,000 - $113,000 per year

Job Level

JuniorMid-Level

Tech Stack

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.

Requirements

  • 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