Trading Services Solutions Consultant

Who We Are

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 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 $112,000 - $140,0000(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.

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.

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 com