Sr. Staff Transformation Team - Data Operations

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

We are currently seeking a Sr. Staff member for the Transformation Team within Data Operations. This is a pivotal role as we are at a key inflection point of finding and driving scale into our operator function. You will drive the transformation of Addepar’s Data Operations, scaling efficiency and performance across all core domains: Market Data, Portfolio Data, Custodial Feeds Onboarding, IBOR, and Alternative Investments. Finding value and opportunity is critical, requiring an ability to work autonomously while collaborating with team partners. Candidates who aspire to have autonomy and significant influence in the direction of the business are highly encouraged to apply.

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 $142,000 - $223,000 (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.

What You’ll Do

Drive and oversee complex transformation projects across all Data Operations domains, moving the organization from manual, reactive processes to proactive, exception-based workflows

Design and implement process improvements, scalable workflows, and automation to enhance operational efficiency.

Evaluate, pilot, and deploy AI tooling, LLMs, and modern data management platforms to drastically reduce operational friction and cycle times.

Partner closely with Data Engineering, Client Services and Product teams to translate operational transformation requirements into scalable technical roadmaps