Addepar

1 month ago

Lead, Data Onboarding

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Lead the Data Onboarding team at Addepar, guiding a group of specialists while delivering complex data onboarding, migration, conversion, and validation work. Provide technical oversight (Databricks, Claude) and drive standardized processes, cross-functional collaboration, and continual improvement to ensure high-quality client delivery for US/LATAM accounts.

Location: Pune

Workplace: Remote

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Lead the onboarding and implementation of US/LATAM Clients
•Lead and mentor a team of Custodial Data Onboarding Specialists, supporting career development and providing regular feedback
•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 using Databricks, Claude and internal tools
•Establish and maintain standard processes to ensure quality and consistency in client delivery

Key Requirements

•4+ years of experience in technology and finance, with exposure to client facing or delivery roles
•Prior experience leading or mentoring others, with ability to coach, influence, and drive outcomes
•Strong domain knowledge in portfolio, wealth, or investment management and familiarity with financial data structures
•Proficient in SQL and Python and knowledgeable in ETL workflows and data transformation logic
•Experience working with globally distributed teams and clients is mandatory

Experience:4+ yearsFinanceData onboardingPortfolio data

Skills:CommunicationLeadershipProblem-solvingTeam managementData onboarding

Languages:English

Tech Stack:DatabricksClaudeSQLPythonETLData migrationData transformationInternal tools

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

1 month ago

Lead, Data Onboarding

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Pune

Workplace: Remote

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Lead the onboarding and implementation of US/LATAM Clients
•Lead and mentor a team of Custodial Data Onboarding Specialists, supporting career development and providing regular feedback
•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 using Databricks, Claude and internal tools
•Establish and maintain standard processes to ensure quality and consistency in client delivery

Key Requirements

•4+ years of experience in technology and finance, with exposure to client facing or delivery roles
•Prior experience leading or mentoring others, with ability to coach, influence, and drive outcomes
•Strong domain knowledge in portfolio, wealth, or investment management and familiarity with financial data structures
•Proficient in SQL and Python and knowledgeable in ETL workflows and data transformation logic
•Experience working with globally distributed teams and clients is mandatory

Experience:4+ yearsFinanceData onboardingPortfolio data

Skills:CommunicationLeadershipProblem-solvingTeam managementData onboarding

Languages:English

Tech Stack:DatabricksClaudeSQLPythonETLData migrationData transformationInternal tools

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn