Addepar

Addepar

Client Data Onboarding Specialist

Salt Lake City, UT

No sponsorship$106k-$132kDetected 7 days ago
JiraSalesforceCRMOnboardingCommunicationProblem Solving

About 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.
  • Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with large-scale institutional customers, data providers, and personnel across the organization.
  • Important: The working schedule for this role is from 8:00 AM to 4:00 PM MT, U.S. business days.

Responsibilities

  • 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:
  • 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
  • A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency and enhance problem-solving capabilities
  • Think and operate with intention, purpose and care. Own outcomes.
  • Collaborate to unlock the best solutions. Deliver lasting value.
  • Drive Innovation

Requirements

  • 5+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
  • Proven track record of working directly with institutional clients, managing complex stakeholder relationships, and navigating corporate financial structures
  • 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
  • Ability to think critically and effectively balance multiple complex institutional projects and processes simultaneously
  • Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
  • Familiarity with using Salesforce, Jira, Google Suite, and CRM applications is preferable

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

  • The current range for this role is $106,000 - $132,000 (base salary) + bonus + equity + benefits.
  • Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
  • Embrace Learning

Company info

  • 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, Singapore 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.
  • Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with large-scale institutional customers, data providers, and personnel across the organization. Professional proficiency in Spanish is required for this role, as you will directly support and manage the onboarding pipeline for our expanding Spanish-speaking and Latin American institutional client base.
  • 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, Singapore and São Paulo.

Visa & Work Authorization

  • 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 begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.