Trading Services Consultant

Summary

Join Addepar's Trading Services Solutions Consultant team and lead end-to-end implementation projects for onboarding new clients onto the Addepar Trading Platform. You will manage client relationships, provide training, and create project documentation. This role requires strong communication, problem-solving, and technical skills, along with experience in a client-facing role. Success in this position involves maximizing client experience and contributing to the company's growth. The compensation package includes a competitive base salary, bonus, equity, and benefits. Addepar offers a flexible work environment and values a diverse and inclusive team.

Requirements

• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• Superior communication, organizational, problem solving and time-management skills
• Proficiency in math, financial equations/terminology, and database set up methodologies
• Experience using help desk/ CRM (Salesforce) and remote support tools
• Perseverance when handling tough assignments and willingness to bring client issues to resolution
• Passion for problem-solving and continuous learning
• Passion for technology and finance
• 3+ years of relevant experience in a client-facing role
• Desire to be a part of a diverse team

Responsibilities

• Lead and complete implementation projects onboarding new clients to the Addepar Trading Platform
• Lead all aspects of client relationships and expectations from project inception to stabilization
• Train clients on platform best practices and build detailed Solutions Design and Project Plan documentation
• Demonstrate technical and industry expertise to transition clients and their data onto Addepar Trading
• Solve customer concerns and bring issue resolution to closure using cross-team collaboration, problem-solving, and training
• Effectively set, lead, and communicate expectations both internally and externally
• Prioritize and context-switch effectively to complete simultaneous projects
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Be an authority on all things Addepar Trading

Preferred Qualifications

Previous experience in investment management, finance/trading, trading software

Benefits

• Bonus
• Equity
• Benefits