Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
Product Enablement Trainer
🕒 June 24
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
📋 Description
• Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners, and employees, both virtually and in-person. • Build and collaborate on new training content to equip a variety of different types of Addepar users and employees for success • Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community. • Collaborate with the Sales, Marketing, Product, and Services teams to drive attendance at our courses and interaction with our content. • Rapidly incorporate both product updates and client feedback into our course content and course experience. • Manage the logistics required to deliver a top-notch training experience.
🎯 Requirements
• 1 year of experience using the Addepar platform, OR 2+ years in a software education services role, support, professional services, sales, marketing, or relationship management at a financial services or SAAS Technology company • Exceptional presentation and facilitation skills • Strong demonstrated knowledge of the Wealth Management industry • Ability to tailor messaging about a product’s value proposition to varied audiences • Capable of working across multiple organizations and fostering cross functional relationships • Outstanding logistical planning and organizational skills • Experience managing projects from start to finish • Excitement to continually learn and grow your knowledge • Travel required
🏖️ Benefits
• Bonus • Equity • Benefits
Apply NowSimilar Jobs
🕒 June 23
Field Trainer for Round Table Pizza providing training and development for franchisees and managers. Supporting new restaurant openings with training on company standards and operations.
🕒 May 26
Developing and delivering training programs for field employees in real estate services. Partnering with business leaders to identify training needs and drive best practices.
🕒 April 20
Clinical Trainer providing ServicePlus training on CensiTrac software and support for sterile processing departments. Collaborating with teams to enhance training materials and improve customer solutions.
