Trading Product Adoption Specialist
$72k/y-$113k/y
a day ago
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OnsiteFull-timeEntry
Summary
Addepar is seeking a Trading Product Adoption Specialist to join their team in the San Francisco Bay Area. The role focuses on increasing product adoption and retention for their trading suite, working directly with clients to enhance their trading workflows.
About the Role
As a Trading Product Adoption Specialist, you will identify and lead initiatives to boost product adoption among Trading clients. Your responsibilities will include training clients on best practices, developing technical solutions, sharing new features, and collaborating with various teams to address product gaps. You will also assist the Client Management team in strengthening client relationships and work with Analytics/Marketing teams to implement targeted adoption campaigns.
About You
Required:
- Bachelor's degree in Finance, Economics, Computer Science, or a related field.
- 2+ years of applicable experience in financial trading technology or Order Management System (OMS) platforms.
- Understanding of financial products, including equities, ETFs, mutual funds, fixed income, and derivatives.
- Excellent communication and interpersonal skills.
Preferred:
- Advanced degrees in relevant fields.
- Experience working with RIAs, Wealth Management firms, Banks, Trust Companies, and Family Offices.
- Strong analytical ability and problem-solving skills.
Benefits
- Base salary range of $72k–$113k plus bonus and equity.
- Comprehensive benefits package.
Addepar
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 $7 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, Mountain View, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
San Francisco Bay Area