Lead, Data Validation Specialist (Investment Management)

About the role

We are seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding.

Responsibilities

• Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role
• Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery
• Review and audit data validation projects to ensure adherence to standards and best practices
• Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability
• Develop and maintain documentation, templates, and standard operating procedures for data validation
• Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions
• Foster a team culture that values collaboration, learning, and a shared commitment to client success

Requirements

• Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
• 3+ years of experience in data validation, financial operations, data quality assurance, or a related field
• 1+ year of people leadership or team coordination experience preferred
• Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments
• Excellent communication skills, with the ability to guide and influence across teams
• Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms
• Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
• Process-oriented with a continuous improvement mindset and strong attention to detail

Qualifications

• Experience with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
• Process-oriented with a continuous improvement mindset and strong attention to detail

Skills

• Strong organizational and analytical skills
• Excellent communication skills
• Proficiency with spreadsheets (e.g., Excel)
• Familiarity with financial data
• Process-oriented with a continuous improvement mindset
• Strong attention to detail

Benefits

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 $83,000 - $130,000 + bonus + equity + benefits.

Pay

The current range for this role is $83,000 - $130,000 + bonus + equity + benefits.

Schedule

Not specified.