Trading Services Solutions Consultant

Addepar • Salt Lake City, UT

11d • $112,000 - $140,000

About The Position

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Trading Services Solutions Consultants are responsible for leading and carrying out end-to-end implementation projects to onboard new clients onto the Addepar Trading Platform. Our Trading Service Implementation Team provides our clients white-glove training and project management when using our software and services. To be successful in this role, you should be an excellent communicator, fast learner, able to work multi-functionally, think proactively, be agile, responsive, and will own multiple responsibilities to ensure client experience maximization resulting in overall company success. You will be an integral part of an industry-leading implementation team that will help continue our exceptional growth.

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
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Nice To Haves

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

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

Benefits

• bonus
• equity
• benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level