Data Operations Client Onboarding

**Who We Are**

Addepar's purpose is to maximize the positive impact of the world's capital. More than 850 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 tech and data platform 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 $4 trillion in assets. 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 30 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, Chicago, London, England, Edinburgh, Scotland and Pune, India.
- Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

**The Role**:
Part of the broader Addepar Data organization, the Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of portfolio transactions and positions, diligently completing verification checks, and assisting clients with their data support questions. The Data Operations group sits at the nexus of Addepar's activity and requires daily communications with financial data providers, clients, and other personnel across the company.

**What You'll Do**:

- Run the portfolio/custody feed onboarding process for new enterprise clients, which includes but is not limited to:

- reviewing account eligibility
- providing guidance on how to complete required account authorization forms
- submission and tracking of authorization forms
- Collaborating closely between data providers and Addepar advisors on authorization process when needed
- delivering recurring onboarding status reports to client and internal project teams
- Help maintain account onboarding instructions for portfolio/custody data feeds in Addepar and in external facing collateral.
- Partner with Sales, Account Managers, and Solutions Architects to drive alignment on account onboarding related client issues and ensure positive client outcomes.
- Collaborate with Product and Engineering to review and implement new processes and tooling features that improve account onboarding UX and increase operational workflow efficiency.

**Who You Are**:

- 2+ years of work experience in client onboarding/KYC role at SaaS company or financial institution.
- Strong communication and social skills for working with clients, data providers, well as internal team members across Sales, Services, and R&D.
- Excellent attention to detail and proactive in documentation of standard processes and workflows.
- Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
- Willing to work flexible hours.

**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.