Data Onboarding Specialist

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.

The Role

As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar.

Primary Responsibilities

• Assist clients with authorisation requirements for available data feeds
• Permission account data to authorized Addepar instances
• Address all feed onboarding related inquiries and requests within SLAs
• Engage daily with customers, data providers, and internal teams