Client Data Onboarding Specialist

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 responsibility is to assist institutional clients with authorization requirements for available data feeds, permission account data to authorized Addepar instances, and address all feed onboarding-related inquiries and requests within SLAs.

• Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex institutional accounts, which includes but is not limited to:
• Communicate and explain complex data onboarding workflows directly to institutional clients over calls and emails in both English and Spanish
• Provide expert guidance and training to institutional clients on account eligibility and authorization requirements (e.g., LOA forms) for existing and new portfolio data feeds.
• Provision received accounts to the appropriate Addepar environments
• Work closely with tier-1 data providers and custodians to triage and address complex account onboarding requests and issues
• Complete custodian-specific setup and feed connectivity workflows
• Partner with Sales, Solutions Architects, and other internal Data teams to drive positive, high-touch client experiences
• Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency
• Aid in maintaining accurate, bilingual account onboarding instructions and related resources

Professional proficiency or fluency in Spanish is required. You are comfortable conducting technical business calls and writing clear client correspondence in both English and Spanish

The current range for this role is $106,000 - $132,000 (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.

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.