Trading Solutions Specialist

Addepar(5 days ago)

HybridFull TimeSenior$89,000 - $139,000Solutions Specialty

About this role

Addepar is seeking a Trading Solutions Specialist to join their Solutions Specialty team. The role focuses on enhancing client adoption and retention of the company's specialized trading solutions, collaborating with R&D, and supporting clients in their portfolio management workflows.

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Required Skills

Portfolio Management
Trading Workflows
Client Training
Technical Solutions
Financial Technology
Client Engagement
Product Feedback
Demonstrations
Workflow Documentation
Industry Knowledge

Qualifications

Bachelor’s degree

About Addepar

addepar.com

Addepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.

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