Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Trading Services Solutions Consultant will lead implementation projects to onboard new clients onto the Addepar Trading Platform, ensuring a smooth client experience through training and project management.
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
Skills
- 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
- Previous experience in investment management, finance/trading, trading software
Benefits
Company Overview
Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://addepar.com.