Addepar
Financial Services
Lead,DataOnboarding
Neural analysis suggests this role is
optimal for Lead candidates.
“Lead, Data Onboarding at Addepar. Skills: Data onboarding, Team leadership, Financial data. Lead client onboarding and implementation. Lead and mentor specialists”
What You'll Achieve.
Drive efficiency and quality; Contribute to growth
Industry & Context.
Issue resolution; Solutions driven
Work from Pune office 3 days a week
What They're Looking For.
Must Have
4+ years of experience in technology and finance, Prior experience leading or mentoring others, Proficient in Python, Familiarity with financial data structures, Experience working with globally distributed teams and clients
Nice to Have
PhD preferred, Specific ML framework experience, Cloud platform certs
What You'll Do.
Lead client onboarding and implementation
Lead and mentor specialists
Support career development
Deliver regular feedback
Manage team's work allocation
Prioritize team's work
Ensure on time project delivery
Ensure high quality project delivery
Provide technical oversight
Contribute to data onboarding
Contribute to data migration
Contribute to data conversion
Contribute to validation efforts
Establish standard processes
Maintain standard processes
Guide team in issue resolution
Escalate blockers proactively
Maintain alignment with stakeholders
Collaborate cross functionally
Deliver integrated solutions
Identify opportunities to improve tools
Identify opportunities to improve workflows
Identify opportunities to improve automation
Drive opportunities to improve efficiency
How You'll Work.
Team & Collaboration
Globally distributed teams; Global data function; Sales; Client Solutions; Product; Engineering
Communication Scope
Convey complex ideas
Process & Methodology
Project oversight, Prioritization
Full Job Description
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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role As the Lead of the Data Onboarding team, you will serve as a mentor guiding a team of specialists while also executing complex data work yourself. You’ll drive operational excellence through mentorship, project oversight, and hands-on delivery of data migration, conversion, and validation projects. This role blends deep technical acumen with thoughtful leadership, and requires a strong understanding of financial portfolio data,AI workflow/ agentic AI knowledge, and team enablement. You’ll be instrumental in fostering a collaborative team culture, driving efficiency and quality in our data delivery, and contributing to the growth of both your team and our global data function. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Responsible for leading the onboarding and implementation of EU/ APAC Clients Lead and mentor a team of Custodial Data Onboarding Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their roles Manage the team’s work allocation, prioritization, and execution to ensure on time, high quality project delivery Provide technical oversight and ha
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