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Trading Solutions Specialist at Addepar. Location Information: United States. Addepar is a leading provider of technology for the wealth management industry.. 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, WealthTech, 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. Pay range:. $89K - $139K