Trading Solutions Specialist

Addepar(5 days ago)

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

About this role

Addepar is a data and AI platform serving investment professionals by providing comprehensive portfolio views and AI-driven insights. They are seeking a Trading Solutions Specialist to improve client adoption and retention, collaborate with R&D, and support sales efforts, with a focus on wealth management and financial services.

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Required Skills

Portfolio Management
Financial Technology
Trading Workflows
Client Training
Solution Design
Communication
Workflow Automation
Financial Services

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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