Addepar
financial services
ProductTrainingConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Product Training Consultant at Addepar. Skills: Product Training, Customer Education, Instructional Design, Facilitation. 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”
What You'll Achieve.
driving delight for the learners throughout; drive product adoption and usage across the Addepar user community
Industry & Context.
Be bold and unconstrained in problem solving
Travel required, Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship, must be authorized to begin work in the U. S. on their first day of employment
What They're Looking For.
Must Have
1 year of experience using the Addepar platform, 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, 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
What You'll Do.
Deliver outstanding instructor-led courses and webinars for Addepar clients
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
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
How You'll Work.
Team & Collaboration
Collaborate with the Sales, Marketing, Product, and Services teams to drive attendance at our courses and interaction with our content; Collaborate on new training content; fostering cross functional relationships
Communication Scope
Exceptional presentation and facilitation skills; Ability to tailor messaging about a product’s value proposition to varied audiences
Process & Methodology
Experience managing projects from start to finish
Full Job Description
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. The Role For the Product Training Consultant role, we are looking for an operational expert and dedicated teacher who will own the end-to-end education experience from marketing to delivery, driving delight for the learners throughout. Additionally, as a member of a small team, you’ll be trusted to contribute to the overall vision of Addepar Academy and flex your skills to meet the needs of our rapidly iterating organization. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $68,000 - $106,000 (base salary) + 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
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