Trading Product Adoption Specialist

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Who We Are

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 $8 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, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

Who We Are

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 $8 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, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.



The Role

Addepar Trading is your all-in-one comprehensive trading suite. As an extension of the Addepar Platform, users can enhance their trading workflows by building efficiencies that automate trading and rebalancing, apply robust pre-trade compliance rules, execute seamlessly via our order management system, and integrate with leading partners. We are building this product for our global client base.

The Trading Product Adoption Specialist will identify and lead specific initiatives to increase product adoption and focus on retention. This will include working 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. The job will also include assisting our Client Management team in deepening client relationships, working with our Analytics/Marketing teams to enable targeted adoption campaigns, and collaborating with our Product & Engineering teams to provide critical client feedback.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

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

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• 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.)

• 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,…