Job Description
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 part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is assisting the process of clients onboarding and authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Support Specialists role sits at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization.
Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days.
What You’ll Do
Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to:
Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates
Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion
Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries
Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols
Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations
Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards
Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce
Working with AI initiatives:- Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle
Who You Are
3+ years of work experience in the financial advisory or FinTech industries, preferably in a client onboarding or alternatives data function.
Experience in client onboarding or a related operational role within the financial services or technology sector.
Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
Excellent communication and follow-up skills to effectively interact with clients and internal teams.
Proficiency in using operational dashboards, CRM systems, and password management tools.
Ability to identify process improvements and contribute to enhancing operational efficiency.
A proactive approach to problem-solving and a commitment to delivering a positive client experience.
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.