Trading Product Adoption Specialist

Summary

Join Addepar's Trading team as a Product Adoption Specialist to drive client engagement and product usage. You will work directly with clients, providing training, developing technical solutions, and gathering feedback. Collaborate with internal teams to improve the product and implement targeted adoption campaigns. This role requires a Bachelor's degree, 2+ years of experience with trading platforms, and a strong understanding of financial products. Excellent communication and interpersonal skills are essential. Addepar offers a competitive salary, bonus, equity, and benefits package. The salary range is $72,000-$113,000 (base salary) + bonus + equity + benefits. The company values a diverse and inclusive workplace.

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 - interface with our clients and internal stakeholders: sales, deployments, product managers, designers, engineers, etc
• 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

Responsibilities

• Work directly with clients to drive Trading engagements (client outreach, meetings, etc.) and results (client usage, transactions, and revenues)
• Partner with RIAs, Wealth Management firms, Banks, Trust Companies, and Family Offices to understand their business, with an emphasis on portfolio management, and apply best practice thinking to improve their results
• Engage cross-functionally to communicate product needs and client feedback to appropriate teams (Account Management, Client Success, Product, Marketing, etc.)

Benefits

The current range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits