Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking a Client Data Onboarding Specialist to join our Data Feed Client Services team! The Data Feed Client Services team owns the end to end client experience for the Addepar Data Network of portfolio data feeds used for data aggregation. This role is highly visible and a trusted source for all client data feed needs. Individuals in this role can expect to work with a sophisticated global network of clients and data feed partners. This is an exciting opportunity to join a fast-growing entrepreneurial company. The ideal candidate is comfortable working hands-on, is results-oriented, and thrives in a constantly evolving environment.  

What You’ll Do

  • Consult and train new Addepar clients through initial onboarding and authorizations (LOAs) to set up Addepar Data Feeds for daily data aggregation.  
  • Triage and resolve issues with data partners consisting of custodians, broker dealers, banks, and aggregators. 
  • Execute internal operational workflows to properly manage risk and authorize data to the appropriate Addepar environments.  
  • Work closely with internal teams to resolve client issues and continuously improve processes and efficiency.  
  • Communicate and set expectations with competing stakeholders including clients, data partners, and internal teams across Services, Sales, and R&D.  
  • Collaborate with internal teams to scale and grow the data authorization process, internal tools, and overall client experience.  

Who You Are

  • 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 
  • 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
  • Bias for taking action to find answers and solve problems 
  • 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

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

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.

Unfortunately, at this time we cannot accept Colorado applicants.

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