CrawlJobs Logo

Trading Solutions Specialist

addepar.com Logo

Addepar

Location Icon

Location:
United States , New York

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

89000.00 - 139000.00 USD / Year

Job Description:

We are seeking a Trading Solutions Specialist to join our Solutions Specialty team. This team is responsible for driving adoption, retention, and growth of our specialized solutions that extend and enhance our Core platform. Positioned at the intersection of deep industry expertise and technical execution, we partner closely with our R&D organization to design and deliver best-in-class solutions for our clients. If you are passionate about portfolio management workflows within RIAs, Broker-Dealers, and Family Offices — and motivated to modernize and improve traditional trading and investment processes — you will thrive in our collaborative and forward-thinking culture. Together, we are transforming the wealth management and financial services landscape.

Job Responsibility:

  • 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

Requirements:

  • 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
  • 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
  • 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

Nice to have:

CFA and/or CAIA certifications are a plus

What we offer:
  • bonus
  • equity
  • benefits

Additional Information:

Job Posted:
March 08, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Trading Solutions Specialist

Technical Sales Solutions Specialist

Formlabs is looking for highly motivated individuals to join us as we build an a...
Location
Location
United States , Milwaukee
Salary
Salary:
70000.00 USD / Year
formlabs.com Logo
Formlabs GmbH
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent in a STEM-related field
  • 0-5 years full-time work experience
  • Naturally curious and passionate about a wide variety of topics, especially technology
  • A relationship builder who is customer focused and results-oriented
  • Able to work independently but enjoy and thrive in a team environment
  • Able to effectively communicate with customers via phone, video & email
  • Have the ability to handle rejection, learn, and adapt
Job Responsibility
Job Responsibility
  • Understand customer demand to effectively consult & sell cutting-edge additive manufacturing technology using a solution-oriented approach
  • Identify sales leads and follow up on inbound sales inquiries by phone and email
  • Ensure an amazing customer experience while assessing up-sell and cross-sell potential, with the goal of increasing product usage and satisfaction
  • Coordinate regular touch points with customers to better understand their needs and align results to sales growth
  • Represent Formlabs at trade shows and onsite customer events
  • Collaborate with key decision makers to identify opportunities and develop ideas that deliver sales results
  • Become a knowledgeable champion of Formlabs technology through hands-on training & experience with our products
What we offer
What we offer
  • Competitive salary and sales commission system
  • Opportunity to qualify & close high-potential inbound sales leads
  • Ownership in a cutting edge tech company
  • Extensive, continuous sales and technical training
  • Industry leading products that you can stand behind
  • Fast paced and meaningful work
  • A unique and exciting office environment
  • Hybrid work - 60% in-office (3 days)
  • Comprehensive healthcare coverage (Medical, Dental, Vision)
  • Tenure-based paid Sabbatical Leave (up to 6 weeks)
  • Fulltime
Read More
Arrow Right

Imaging Solutions Product Specialist

The role involves training store staff on camera products and current sales prom...
Location
Location
United Kingdom
Salary
Salary:
34000.00 GBP / Year
infinitegroup.co.uk Logo
Better Placed Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Access to car, and a full UK driving licence – held for at least 12 months, with no more than 3 points
  • A flexible approach to working hours, travel, and job role (This will include overnight stays)
  • Eligibility to work in the UK
  • Good attendance record
  • A photographic/videography qualification, or at least 2 years’ experience in the industry
  • Will need a sound knowledge of video and photography
  • Experience of working in a retail/field marketing environment
  • Sale environment experience
  • Experience/knowledge of working at a high level with photographic dealers
  • Proven track record of demonstrating at Trade shows and events
Job Responsibility
Job Responsibility
  • Have a full understanding of all Fujifilm consumer products – Electronic Imaging
  • Have a broad understanding of competitor products equivalent to X Series, GFX cameras and lenses
  • Be able to provide training on all Imaging solutions products – X-Series and GFX
  • Demonstrate EI products as needed to professional Photographers & Videographers
  • Able to plan, organise and run product training workshops & photowalks in conjunction with retailers
  • Visit all events and road shows in line with Fujifilm’s requirements
  • Conduct 1-2-1 sessions with consumers on any GFX or X-Series products
  • Attend direct sales / training events in store
  • Offer briefing to all relevant store staff whilst in store
  • Implementation of any incentives and promotional events at store level as well as ad hoc sales and promotional events
What we offer
What we offer
  • 10% bonus
  • Company Car & Fuelcard
  • Fulltime
Read More
Arrow Right

Customs Compliance Specialist

The Customs Compliance Specialist leads, manages and organizes import and export...
Location
Location
China , Shanghai
Salary
Salary:
Not provided
https://www.ikea.com Logo
IKEA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong knowledge of customs and trade compliance including classification, valuation, country of origin, free trade agreements, bonded management and other customs related topics
  • A comprehensive understanding of how customs functions within the value and supply chain
  • Proficiency in conducting compliance reviews and working with external customs audit
  • Proficient in MS Office applications
  • Fluent in English, both written and spoken
  • Process-driven with a proactive approach to find better ways of working
  • Strong analytical mindset and attention to detail
  • Self-starter with the ability to learn quickly
  • Deep understanding of customs and trade compliance
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Responsible for day-to-day compliance activities and operations within Customs and Trade Compliance function
  • Serve as direct liaison with customs authorities for daily compliance activities and special regulatory procedures
  • Collaborate to establish and maintain controls that ensure compliance and mitigate risks
  • Establish and maintain compliance procedures, working methods, and systems/tools requirements
  • Assist with customs and trade compliance activities in audits, investigations, rulings, and court cases
  • Lead or support periodic self-reviews and audits
  • Provide customs and trade advice to key stakeholders and projects
  • Ensure tariff number accuracy using the 4-eye principle
  • Assist in defining requirements and testing for customs tools and solutions
  • Contribute to customs expansion projects
  • Fulltime
Read More
Arrow Right

Systems Engineer Specialist

This role involves designing and delivering technical solutions tailored to cust...
Location
Location
Costa Rica , Heredia
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Electronic Engineering, Telecommunications, Systems Engineering
  • Minimum of 5 years of experience in presales or technical roles within the IT or telecommunications sector
  • Deep technical understanding of the company’s products, platforms, and technologies
  • Strong customer orientation and ability to tailor complex solutions to specific business challenges
  • Excellent communication and interpersonal skills
  • capable of translating technical details into business value for diverse audiences
  • Skilled in creating and delivering impactful technical presentations and demonstrations
  • Proven problem-solving and critical thinking abilities to address technical challenges creatively and effectively
  • Ability to work collaboratively within cross-functional and multicultural teams
  • Time management skills to handle multiple engagements and priorities concurrently
Job Responsibility
Job Responsibility
  • Leads or contributes to the design and delivery of technical solutions tailored to meet internal and external customer needs, acting as a subject matter expert across the company’s product portfolio
  • Provides advanced technical support in presales engagements by analyzing customer requirements and translating them into high-quality technical proposals
  • Delivers engaging product demonstrations and technical presentations to showcase solution capabilities and value propositions to potential clients
  • Collaborates closely with sales teams to align business objectives with technical strategies, ensuring consistent messaging and solution accuracy
  • Supports public tenders, RFIs, and RFPs by providing technical expertise, creating solution designs, and resolving client inquiries during evaluation phases
  • Builds and maintains strong technical relationships with customers, partners, and internal stakeholders to ensure long-term satisfaction and loyalty
  • Evaluates competitive products and technologies, highlighting the unique value and advantages of the proposed solutions
  • Represents the organization at industry events, trade shows, and customer workshops, sharing insights and engaging with stakeholders
  • Provides technical mentorship to internal teams and partners, delivering training sessions and knowledge transfer on the company’s solution portfolio
  • Offers structured feedback to product and engineering teams based on field experiences to support continuous improvement and innovation.
What we offer
What we offer
  • Comprehensive suite of benefits supporting physical, financial and emotional wellbeing
  • Career development programs
  • Inclusive environment celebrating individual uniqueness
  • Flexibility to manage work and personal needs.
  • Fulltime
Read More
Arrow Right

Trading Solutions Specialist

We are seeking a Trading Solutions Specialist to join our Solutions Specialty te...
Location
Location
United States
Salary
Salary:
89000.00 - 139000.00 USD / Year
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 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
  • 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
  • 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
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • bonus
  • equity
  • benefits
  • reasonable accommodation for individuals with disabilities
  • Fulltime
Read More
Arrow Right

Trade & Working Capital Solutions CCB Business Head

The role will manage and support Citi Commercial Bank (CCB) clients’ growth by s...
Location
Location
United States , New York
Salary
Salary:
250000.00 - 500000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive relevant and direct senior product/sales leadership or relationship management experience
  • Strong demonstrated leadership skills with the ability to motivate, influence and manage in a matrix environment
  • Experienced strategic sales leader capable of designing innovative sales growth plans and tactical responses
  • In-depth knowledge of industry and competitor products/services
  • Proven ability to build a culture of responsible finance, good governance, supervision, expense discipline, and ethics
  • Thought-leadership and expertise within the CCB segment
Job Responsibility
Job Responsibility
  • Define and Execute the Commercial Strategy for CCB Trade, alongside Banking
  • Provide leadership for the CCB Trade Sales Specialists and respective CCB aligned product verticals
  • Design and execute sales strategy for CCB Trade Sales Origination and Solutioning
  • Drive thought leadership to shape client requirements and promote innovative ideas
  • Lead executive level engagement to drive alignment and business outcomes
  • Lead cross-product Trade initiatives such as contract normalization, pricing and profitability strategy, CCB standards, implementation tracking and root-cause diagnostics and sponsor specific risk appetite discussions
  • Consolidate and prioritize across different product and geographic CCB demands to ensure priority is data-driven and impact is tracked
  • Drive CCB demand towards the TWCS tech book of work
  • Build data MIS for data-drive tracker of OKRs, productivity, sales, banking lead origination, TAT, CoC and past due management
  • Organize commercialization and communication strategy of new features and capabilities
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Fulltime
Read More
Arrow Right

Managing Director- Head of Trade and Working Capital Solutions Asia South Cluster

The Head of Trade and Working Capital Solutions Asia South Cluster is a Managing...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years in Trade Finance, with proven track record in management
  • Proven experience driving significant parent/subsidiary client revenue growth, pipeline, wins, and revenue conversion, achieving aggressive growth targets, and executing strategic agendas across the business
  • Strong credit skills and knowledge of Citi (or equivalent) credit processes
  • Demonstrated experience driving growth in a controlled risk environment and senior client management
  • Exceptional leadership, influencing, and execution in a complex organization
  • Superior strategic and analytical skills to translate insights into actionable business and product strategies
  • Outstanding execution and prioritization, delivering strategic agenda
  • Excellent client management, deal negotiation, and communication (written/verbal) skills at all senior levels
  • Superior organizational skills, managing competing priorities and complex portfolios and technologies
  • Commitment to Diversity, Inclusion, and Representation
Job Responsibility
Job Responsibility
  • Develop and execute an integrated strategic vision for the Asia South Trade and Working Capital Solutions Cluster, focusing on client revenue growth and capturing additional share of client wallet
  • Lead key initiatives to drive inbound and outbound client revenue, increase pipeline, generate new wins, ramp up revenue recognition, market share expansion, and operational efficiency across the Cluster
  • Design and execute corridor strategy to maximize cross-border opportunities and drive client engagement across network
  • Lead the delivery of global products locally, overseeing business development in Asia South and ensuring global product offerings address the Cluster/local country nuances and regulations, with strong alignment with global product development priorities
  • Ensure effective capital optimization and returns maximization for regional responsibilities
  • Directly engage with clients in Asia South to strengthen relationships, increase share of client wallet, drive deal execution, and ensure robust client revenue growth
  • Cultivate strong strategic partnerships with Banking client coverage, industry specialists, banking heads, and product teams, actively leveraging the network to drive business outcomes
  • Apply superior client management and deal negotiation skills across diverse segments
  • Foster a "one team" mentality, maximizing collaboration and cross-sell opportunities within Asia South
  • Partner closely with Trade Operations and Technology to enhance client experience and process efficiency
  • Fulltime
Read More
Arrow Right

Senior Relationship Manager

Vice President within Global Subsidiaries Group (GSG) is a senior relationship m...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Min 10 years of relevant banking experience in relationship or sales role
  • 12 - 15 years will be preferred
  • Consistently demonstrated clear and concise written and verbal communication
  • Demonstrated strong planning and stakeholder management
  • Mandarin language proficiency will be preferable
  • MBA or Master's Degree in Business preferred
  • Experience with corporate clients across products like cash management, trade finance and foreign exchange risk management solutions
  • Demonstrated credit skills, including understand of risk management principles
Job Responsibility
Job Responsibility
  • Manage existing clients as well as solicit new-to-bank MNC clients to generate business opportunities across Cash management, Trade, FX and Financing solutions
  • Responsible for meeting assigned revenue targets
  • Serves as clients' primary contact point and responsible for coordinating with various internal stakeholders to deliver solutions, address issues and ensure high client satisfaction
  • Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ needs
  • Works closely with case manager for on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
  • Identifies cross-sell opportunities to deepen and increase share of wallet
  • Maximizes client experience by proactive sharing markets updates, trends and intelligence
  • Networks with clients to identify avenues for new business opportunities
  • Prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department
  • Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective
  • Fulltime
Read More
Arrow Right