Trading Solutions Specialist

• 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.

• 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; CFA and/or CAIA certifications are a plus
• 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

Pay range: $89K - $139K