Navigator Product Adoption Specialist

3 days ago

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Addepar

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Addepar is a leading provider of technology for the wealth management industry.

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• Work directly with clients to drive Navigator engagements (client outreach, meetings, etc.) and results (client usage, transactions, and revenues) • Engage cross-functionally to communicate product needs and client feedback to appropriate teams (Account Management, Client Success, Product, Marketing, etc.)

Requirements

• Bachelor’s degree or equivalent • a minimum 2 years of applicable experience in capital markets/financial services or the financial technology industry • Preferred experience conducting cash flow forecasting for an RIA, Family Office or other Institution, particularly for portfolios with private funds, using either Excel or portfolio projection software • Highly organized self-starter who can innovate technical solutions for clients! • Excellent communication and interpersonal skills • Ability to quickly build relationships with clients and collaborate with internal teams • Understanding of portfolio management concepts/mathematics; CFA and/or CAIA designation is a plus

Benefits

• bonus • equity • benefits