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 $7 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.

In Short

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

Requirements

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.