Addepar

Product Enablement Trainer

Addepar$68K — $106K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1+ year experience with the Addepar platform, OR 2+ years in roles like software education, support, or sales.
  • Exceptional presentation and facilitation skills required.
  • Strong knowledge of the Wealth Management industry.
  • Ability to tailor messaging for different audiences.
  • Proven capability in cross-functional collaboration.
  • Outstanding logistical planning and organizational skills necessary.
  • Experience managing projects from inception to completion.

Responsibilities

  • Deliver impactful instructor-led courses and webinars for diverse audiences.
  • Collaborate on creating engaging training content for various user types.
  • Scale customer education programs to enhance product adoption.
  • Work with Sales, Marketing, and Product teams to boost engagement.
  • Incorporate product updates and client feedback into training materials.
  • Manage logistical aspects to ensure top-quality training delivery.

Benefits

  • Opportunities for bonuses and equity.
  • Engagement in a collaborative team environment.
  • Access to continuous learning and development opportunities.
  • Work in an innovative and rapidly evolving organization.
Full Job Description
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.

What You'll Do
  • 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.
Who You Are
  • 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


Our Values
  • 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.

About Addepar

Addepar is a wealth management platform that provides investment management software and tools for investors, advisors, and family offices. The platform offers a range of features, including portfolio management, performance reporting, and data aggregation. Addepar was founded in 2009 and is headquartered in New York, New York.
Learn more about Addepar
Size
500 employees
Industry
Founded
2009

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