Lead, Data Onboarding

🕒 June 24

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Serve as a mentor guiding a team of specialists while executing complex data work • Drive operational excellence through mentorship, project oversight, and hands-on delivery of data onboarding, migration, conversion, and validation projects • Foster a collaborative team culture, driving efficiency and quality in data delivery • Responsible for leading the onboarding and implementation of US/ LATAM Clients • Lead and mentor a team of Custodial Data Onboarding Specialists, supporting career development • Manage the team’s work allocation, prioritization, and execution to ensure on time project delivery • Provide technical oversight and hands-on contributions to data onboarding, data migration, data conversion, and validation efforts • Establish and maintain standard processes to ensure quality and consistency in client delivery • Guide the team in issue resolution and escalate blockers proactively • Collaborate cross functionally across global teams including Sales, Client Solutions, Product, and Engineering

🎯 Requirements

• 4+ years of experience in technology and finance, with exposure to client facing or delivery roles • Prior experience leading or mentoring others, either formally or informally, with a demonstrated ability to coach, influence, and drive outcomes • Strong domain knowledge in portfolio, wealth, or investment management and familiarity with financial data structures • Proficient in SQL/ Python and knowledgeable in ETL workflows and data transformation logic • Strong communication skills, able to convey complex ideas clearly across cultural and functional boundaries • Highly organized with an eye for detail, able to juggle multiple priorities and deliver under tight timelines • Solutions driven mindset with a desire to improve and innovate • Experience working with globally distributed teams and clients is mandatory.

🏖️ Benefits

• Applicants must have legal authorization to work in the country where this role is based on the first day of employment. • Visa sponsorship is not available for this position.