Addepar - Lead, Data Onboarding
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 • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• 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
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