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AI Summary
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
As the Lead of the Data Onboarding team, you will serve as a mentor guiding a team of specialists while also executing complex data work yourself. You’ll drive operational excellence through mentorship, project oversight, and hands-on delivery of data onboarding, migration, conversion, and validation projects. This role blends deep technical acumen with thoughtful leadership, and requires a strong understanding of financial portfolio data,AI workflow/ agentic AI knowledge, and team enablement.
You’ll be instrumental in fostering a collaborative team culture, driving efficiency and quality in our data delivery, and contributing to the growth of both your team and our global data function.
Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days.
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.
What You’ll Do
- Responsible for leading the onboarding and implementation of US/ LATAM Clients
- Lead and mentor a team of Custodial Data Onboarding Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their roles
- Manage the team’s work allocation, prioritization, and execution to ensure on time, high quality project delivery
- Provide technical oversight and hands-on contributions to data onboarding, data migration, data conversion, and validation efforts using Databricks, Claude and internal tools
- Establish and maintain standard processes to ensure quality and consistency in client delivery
- Guide the team in issue resolution and escalate blockers proactively, maintaining alignment with internal and client stakeholders
- Collaborate cross functionally across global teams including Sales, Client Solutions, Product, and Engineering to deliver integrated solutions
- Identify and drive opportunities to improve tools, workflows, and automation for greater efficiency
- Foster a team culture that values collaboration, learning, and a shared commitment to client success
Who You Are
- 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
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
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