💼 About This Role

You'll deliver instructor-led courses and webinars for Addepar clients, prospects, partners, and employees, both virtually and in-person. You'll own the end-to-end education experience from marketing to delivery, driving learner delight. You'll collaborate with Sales, Marketing, Product, and Services teams to scale customer education programs.

🎯 What You'll Do

• Deliver outstanding instructor-led courses and webinars
• Build and collaborate on new training content
• Scale customer education programs to drive product adoption
• Collaborate with cross-functional teams to drive attendance
• Incorporate product updates and client feedback into course content

📋 Requirements

• 1 year of experience using Addepar platform
• OR 2+ years in a software education services role
• Exceptional presentation and facilitation skills
• Strong knowledge of Wealth Management industry

✨ Nice to Have

• Experience managing projects from start to finish
• Ability to tailor messaging to varied audiences

🎁 Benefits & Perks

• 💰 Competitive base salary
• 🏆 Bonus
• 📈 Equity
• 🏖️ Benefits package

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min

🚩 Heads Up

• Requires 1 year of Addepar platform experience, which may limit external candidates
• Mentions no visa sponsorship even for future needs