Client Data Onboarding Specialist
Who We Are
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.
Addepar Client Data Onboarding Specialists are responsible for supporting client’s portfolio data aggregation authorization and onboarding experience. As part of the Services organization, specialists are responsible for guiding new Addepar users throughout the data feed onboarding process, communicating with data partners, and executing on internal operational tasks to authorize data to respective client environments. This role is also responsible for determining and validating the custodial profile of prospects, collaborating with clients on their unique requirements, and working with custodians and other data providers to ensure newly-authorized data is flowing into Addepar’s systems.
Individuals in this role will contribute to improving Addepar’s overall data authorization process and growth strategy as we continue to scale our clients and data aggregation offerings. This proactive, organized, and operationally savvy individual will play a key role in Addepar’s ability to obtain mission-critical data in a timely way.
At Addepar, Data Aggregation is crucial to client success and often the first experience for new clients. Addepar currently supports over 260+ unique data feeds with access to over 2000+ financial institutions across the globe.
Responsibilities
- Consult and train new Addepar clients on initial onboarding and authorizations (LOAs)
- Execute on internal operational workflows to properly manage risk and authorize data to the appropriate environments
- Manage multiple competing projects and initiatives across our client base, including large enterprises, RIA, and Family Offices
- Communicate and set expectations efficiently with competing stakeholders including clients, data providers, and internal teams across Services, Sales, and R&D
- Contribute to improvements on best practices and gold standards associated with data feed onboarding
- Maintain and update client-facing collateral and training materials
- Support and foster relationships with key contacts at custodians and other data providers
- Collaborate with internal teams to scale and grow the data authorization process, tools, and client experience
Knowledge and Skills
- Bachelor’s degree in Business, Finance, Technology or related field
- 3+ years experience in Financial Services, Wealth Management, or Financial Technology in external facing role
- Exceptional communication, project management, and critical thinking skills
- Experience writing procedures and updating internal shared documentation
- Proven ability to plan and manage numerous processes, people and projects simultaneously in fast paced environment
- Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
- Flexibility and ability to adapt to new demands; strong sense of urgency and bias for action
- Understanding of data authorization and Letters of Authorization (LOA) is a plus
- Experience with SaaS products and services is a plus
- Experience working with Salesforce is a plus
Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh, Scotland.
At Addepar, we are driven by our core values:
- Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
- Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
- Best Ideas Win - We welcome new ideas that inspire change.
- Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
- Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.