Sr. Associate, Data Operations

About the role

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. With over 1,200 employees in more than 40 offices, the firm provides a unified ecosystem of wealth management, institutional consulting, business management, family office, and retirement plan advisory services. The Senior Associate, Data Operations will be a senior member of Wealthspire’s Data Operations Team, partnering closely with Investment Operations, the Head of Trading, Portfolio Managers, and Compliance.

Responsibilities

• Serve as a liaison with Addepar for data maintenance and platform governance of the firm’s Addepar instance.
• Own and administer security settings and permissioning standards.
• Design and maintain account groupings, saved views, templates, reports, and dashboards.
• Manage population of account and group attributes for new accounts and clients.
• Validate accuracy of client performance and capital flows, and resolve escalated discrepancies.
• Verify that security, portfolio, transaction, and pricing data from custodians and other sources is accurate.
• Lead broader database maintenance, data quality, and data flow automation initiatives.
• Maintain database backup files and supporting controls.
• Support trading operations within Addepar and related trading tools.
• Own alternative and private investment data operations, including administration of Canoe for document ingestion, capital call and distribution capture, and statement processing.
• Oversee private investment valuations, commitment and cash flow tracking, and reconciliation of alternative holdings across custodians, fund administrators, and the reporting platform.
• Review, update, and improve overall processes and procedures; document and enforce best practices.

Qualifications

• Bachelor’s degree.
• At least six years of relevant work experience, including experience in a lead or supervisory capacity.
• Hands‑on experience with Addepar (or a comparable portfolio accounting/reporting platform); experience with Canoe or similar alternative‑investment data platforms strongly preferred.
• Working knowledge of private investment structures, capital calls, distributions, and valuation practices.
• Demonstrated numerical accuracy and attention to detail.
• Ability to prioritize competing initiatives, manage projects end‑to‑end, and work effectively in a team environment.
• Professional appearance and manner.
• Strong written and verbal communication skills, including comfort presenting to senior stakeholders.

Benefits

• Competitive salary.
• PTO and paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health and wellness programs.
• PeopleFirst culture focused on lifelong employee relationships.