Lead, Data Onboarding

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 the Lead of the Data Onboarding team, you will serve as a mentor guiding a team of specialists while also executing complex data work yourself. You’ll drive operational excellence through mentorship, project oversight, and hands-on delivery of data migration, conversion, and validation projects. This role blends deep technical acumen with thoughtful leadership, and requires a strong understanding of financial portfolio data,AI workflow/ agentic AI knowledge, and team enablement.

You’ll be instrumental in fostering a collaborative team culture, driving efficiency and quality in our data delivery, and contributing to the growth of both your team and our global data function.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

Responsible for leading the onboarding and implementation of EU/ APAC Clients

Lead and mentor a team of Custodial Data Onboarding Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their roles

Manage the team’s work allocation, prioritization, and execution to ensure on time, high quality project delivery

Provide technical oversight and hands-on contributions to data onboarding, data migration, data conversion, and validation efforts using Databricks, Claude and internal tools

Establish and maintain standard processes to ensure quality and consistency in client delivery

Guide the team in issue resolution and escalate blockers proactively, maintaining alignment with internal and client stakeholders

Collaborate cross functionally across global teams including Sales, Client Solutions, Product, and Engineering to deliver integrated solutions

Identify and drive opportunities to improve tools, workflows, and automation for greater efficiency

Foster a team culture that values collaboration, learning, and a shared commitment to client success

Who You Are

4+ years of experience in technology and finance, with exposure to client facing or delivery roles

Prior experience leading or mentoring others, either formally or informally, with a demonstrated ability to coach, influence, and drive outcomes

Strong domain