What are the responsibilities and job description for the Trading Services Solutions Consultant position at Addepar?
The Role
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.
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 $90,000 - $140,000 (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
- 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
Who You Are
- 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
- [Plus] Previous experience in investment management, finance/trading, trading software.
Salary : $90,000 - $140,000
