Data Onboarding Specalist

Addepar • Salt Lake, UT

12d • $86,000 - $107,000

About The Position

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. 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 clients with 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 Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $86,000 - $107,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Requirements

• 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.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed