Lead,DataOnboarding

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 onboarding, 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. Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U. S. business days. 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 US/ LATAM 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, p