Trading Solutions Specialist

New

Skills

Capital Markets CFA/CAIA Certifications Client Training Financial Services Portfolio Management Pre-Sales Process Product Feedback Technical Solutions Design Trading Workflows WealthTech

The Trading Solutions Specialist will lead initiatives to enhance client adoption of products and ensure long-term retention. As a client and feature expert, you will provide hands-on training and develop innovative technical solutions to meet client needs. You will also collaborate with R&D and Go-To-Market teams to offer valuable product feedback, shaping the product roadmap.

Key Responsibilities
  • Lead adoption initiatives to drive measurable improvements in client usage of products.
  • Serve as the primary expert for existing trading clients, providing training and launching new features.
  • Act as the voice of the client in collaboration with R&D and Go-To-Market teams.
  • Participate in the pre-sales process, conducting demos and detailing client workflows.
Required Skills & Qualifications
  • Bachelor’s degree or equivalent experience.
  • 5+ years of experience in capital markets, financial services, WealthTech, or related fields.
  • Strong understanding of portfolio management concepts and trading workflows.
  • CFA and/or CAIA certifications are a plus.
  • Highly organized self-starter with a knack for designing technical solutions.
  • Excellent communication skills to translate complex concepts into actionable insights.
  • Passionate about continuous learning and enhancing financial technology systems.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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