Trading Solutions Specialist

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.

We are seeking a Trading Solutions Specialist to join our Solutions Specialty team. This team is responsible for driving adoption, retention, and growth of our specialized solutions that extend and enhance our Core platform. Positioned at the intersection of deep industry expertise and technical execution, we partner closely with our R&D organization to design and deliver best‑in‑class solutions for our clients.

If you are passionate about portfolio management workflows within RIAs, Broker‑Dealers, and Family Offices—and motivated to modernize and improve traditional trading and investment processes—you will thrive in our collaborative and forward‑thinking culture. Together, we are transforming the wealth management and financial services landscape.

The current range for this role is $89,000 - $139,000 + 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.

• Lead Adoption Initiatives:
  Directly influence product success by identifying and driving specific, measurable initiatives to boost client adoption and ensure long‑term retention.
• Client & Feature Expert:
  Become the primary go‑to expert for existing Trading clients, providing hands‑on training, developing creative technical solutions, and launching new features.
• Fuel R&D:
  Act as the voice of the client, collaborating directly with R&D and Go‑To‑Market teams to deliver valuable product feedback that shapes our roadmap.
• Strategic Pre‑Sales:
  Play a key role in the pre‑sales process, leading detailed discovery, conducting engaging demos, and crafting documentation of cutting‑edge client workflows.

• Bachelor’s degree or equivalent experience
• 5+ years of experience demonstrating high performance in capital markets, financial services, Wealth Tech, RIAs, family offices, or related environments
• Strong understanding of portfolio management concepts and trading workflows; CFA and/or CAIA certifications are a plus
• Highly organized self‑starter with the ability to design thoughtful technical solutions for sophisticated clients
• Excellent communication skills, with the ability to translate complex concepts into clear, actionable insights
• Passionate about continuous learning and improving financial technology systems

• 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…