Trading Services Solutions Consultant

Addepar Inc

Salt Lake City, UT, United States
Base: $112,000 - $140,000; bonus/equity: included;...
On-site
Client-facing implementation experience
Financial terminology proficiency
Database setup methodologies
Addepar empowers investment professionals by unifying portfolio, market, and client data into a total portfolio view with AI-powered insights

Job Summary

  • Addepar empowers investment professionals by unifying portfolio, market, and client data into a total portfolio view with AI-powered insights.
  • The role involves leading all aspects of client relationships from project inception to stabilization while providing white-glove training.
  • Candidates must possess superior communication and problem-solving skills to transition clients and their data onto the Addepar Trading platform.

Matching Summary

Addepar empowers investment professionals by unifying portfolio, market, and client data into a total portfolio view with AI-powered insights.

Salary

Base: $112,000 - $140,000; Bonus/Equity: Included; Benefits: Included

Skills & Requirements

Must-have

  • Client-facing implementation experience
  • Financial terminology proficiency
  • Database setup methodologies
  • CRM and help desk tools usage
  • Project management skills

Nice-to-have

  • Passion for technology and finance
  • Continuous learning mindset
  • Cross-team collaboration ability
  • Diverse team participation desire

Key Requirements

  • Bachelor's Degree in Finance, Economics, or Mathematics
  • 3+ years of relevant client-facing experience
  • Authorized to work in the United States without sponsorship

Work Rights

Must be legally authorized to work in the US without visa sponsorship

Tailored Resume

Cover Letter