Manager, Data Validation Specialist (Investment Management)

Addepar
Salt Lake City
Workplace: RemoteFull timeUSD 83,000 - 130,000 annuallyFunction: Data Analytics & Business IntelligenceExperience: 3+ yearsSkills: ["Organizational skills","Analytical skills","Communication","Attention to detail","Continuous improvement mindset"]

Lead a team of Data Validation Specialists to ensure the accuracy and integrity of financial data during new client onboarding. Manage daily workflows and work allocation to deliver on-time, high-quality project results, audit validation efforts against standards, and drive process improvements that increase scalability and reduce turnaround time. Partner cross-functionally with global teams (Sales, Client Solutions, Product, Engineering) and build documentation, templates, and SOPs for consistent data validation.

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Addepar
Addepar
1 month ago

Manager, Data Validation Specialist (Investment Management)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Lead a team of Data Validation Specialists to ensure the accuracy and integrity of financial data during new client onboarding. Manage daily workflows and work allocation to deliver on-time, high-quality project results, audit validation efforts against standards, and drive process improvements that increase scalability and reduce turnaround time. Partner cross-functionally with global teams (Sales, Client Solutions, Product, Engineering) and build documentation, templates, and SOPs for consistent data validation.
Location: Salt Lake City
Workplace: Remote
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Manager level

Key Responsibilities

  • •Lead and mentor a team of Data Validation Specialists, delivering feedback and supporting career development.
  • •Manage work allocation, prioritization, and execution to ensure on-time, high-quality project delivery.
  • •Review and audit data validation projects to ensure adherence to standards and best practices.
  • •Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability.
  • •Develop documentation, templates, and standard operating procedures, and collaborate cross-functionally with global teams.

Pay and Benefits

Salary: USD 83,000 - 130,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field.
  • •3+ years of experience in data validation, financial operations, data quality assurance, or a related field.
  • •1+ year of people leadership or team coordination experience preferred.
  • •Strong organizational and analytical skills with a proven track record of maintaining accuracy in high-volume data environments.
  • •Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms.
Experience:3+ years
Skills:Organizational skillsAnalytical skillsCommunicationAttention to detailContinuous improvement mindset
Languages:English
Tech Stack:Excel

Eligibility

Visa:H-1BF-1
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
WebsiteLinkedIn