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Who We Are
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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
The Role
The Trading Product Specialist team at Addepar is a uniquely positioned group that supports products outside the Core platform. This role will focus specifically on the Addepar Trading platform. As a Trading Product Specialist, you will work closely with Sales Executives and Account Managers to grow our Addepar Trading client base. This role requires a deep understanding of trading platforms, specifically rebalancing and order management systems. You will play a crucial role in selling, supporting, and problem-solving as the Addepar Trading platform continues to thrive and evolve.
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 $126,000 - $196,000 (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
- Collaborate with Account Executives & Account Managers to drive new and existing clients to purchase Addepar Trading
- Work with Go To Market Enablement to educate client-facing teams on the Addepar Trading suite
- Exceed concrete targets for activities such as client outreach and meetings, as well as sales results
- Communicate market opportunities, product needs, and client feedback to inform the product roadmap and prioritize new initiatives
- Educate the Sales & Client Management teams on successful use cases, wins, losses, and upcoming features and functionality in the product.
Who You Are
- Bachelor’s degree or equivalent experience
- 8+ years of applicable experience in finance-related industry or enterprise software
- Strong understanding of trading platforms, specifically rebalancing and order management systems
- High energy and enthusiasm with a relentless drive for success
- Effective collaborator with outstanding communication and interpersonal abilities
- Ability to quickly build trust and strong relationships cross-functionally
- Driven to exceed sales targets and work proactively to build a pipeline of Addepar Trading opportunities
- Self-starter with strong analytical ability and an entrepreneurial approach
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].
What We Do
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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
Why Work With Us
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
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