Addepar
Financial Technology
Lead,DataValidationSpecialist
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“Lead, Data Validation Specialist at Addepar. Skills: Data validation, Team leadership, Process improvement. Lead and mentor team. Manage team's work allocation”
What You'll Achieve.
Ensure accuracy and integrity of financial data; Ensure consistent data quality; Increase data occurrence; Reduce turnaround time; Enhance scalability
Industry & Context.
Analytical skills; Problem solving
Legally authorized to work in the United States, No current or future visa sponsorship required
What They're Looking For.
Must Have
Bachelor's degree or equivalent, 3+ years of experience in data validation, financial operations, data quality assurance, or a related field, Proficiency with spreadsheets (e.g., Excel), internal tools, web-based platforms, Ability to guide and influence across teams
Nice to Have
1+ year of people leadership or team coordination experience, Familiarity with financial data
What You'll Do.
Manage team's work allocation
Prioritize and execute projects
high-quality project delivery
Review and audit data validation projects
Ensure adherence to standards
Drive process improvements
Increase data occurrence
Reduce turnaround time
Develop and maintain documentation
Standard operating procedures
How You'll Work.
Team & Collaboration
Collaborate cross-functionally across global teams; Work with Sales; Work with Client Solutions; Work with Product; Work with Engineering; Deliver integrated solutions; Foster team culture; Value collaboration; Value learning; Shared commitment to client success
Communication Scope
Excellent communication skills; Ability to guide and influence across teams
Process & Methodology
Manage work allocation, Prioritization, Execution
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 We are seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You’ll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners. This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work. It’s a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right. You’ll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $83,000 - $130,000 + bonus + equity + benefits. Your r
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