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Manager, ADM Onboarding
This a Full Remote job, the offer is available from: Utah (USA)
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 currently seeking an ADM Onboarding Manager to join our Alternatives Data Management (ADM) team! Our team is at the heart of the client experience, dedicated to transforming complex alternative investment data into actionable insights. You will lead a high-performing onboarding team, ensuring that our clients’ transition into our ecosystem is seamless, efficient, and high-touch.
You’ll develop a deep mastery of the alternative investment landscape, using that knowledge to refine our onboarding frameworks and exceed service level agreements (SLAs). If you are a big-picture thinker who views onboarding through a Value Stream lens—optimizing every touchpoint from data ingestion to final delivery—you’ll fit right in with our disruptive, growth-oriented culture.
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 $128,000 - $160,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You’ll Do
- Lead & Empower: Directly manage and mentor a team of onboarding specialists, fostering an inclusive environment that prioritizes professional growth, accountability, and a "client-first" mindset.
- Master the Value Stream: Take a holistic approach to the onboarding lifecycle. You will identify bottlenecks and implement process improvements to ensure we deliver high-quality data sets within established SLAs.
- Strategic Execution: Work cross-functionally with Product, Engineering, and Client Success teams to align onboarding workflows with the broader business strategy. You will ensure that our "Alternatives Onboarding Process" is a competitive differentiator.
- Scale with Automation: Act as an Automation and AI Enthusiast within the department, identifying opportunities to leverage automation and AI to accelerate data extraction and validation tasks.
- Client Persona Advocacy: Tailor onboarding journeys to meet the unique needs of diverse client personas, from institutional investors to boutique wealth managers, ensuring our platform’s value is realized immediately.
- Performance Tracking: Surface and analyze key performance metrics. You’ll be responsible for reporting on team capacity, velocity, and data accuracy to executive leadership.
Who You Are
- Experienced Leader: You hold a Bachelor’s degree in Finance, Business, or a related field, and have a proven track record of leading teams in a fast-paced environment.
- Onboarding Expert: You have at least 5 years of experience in financial services or FinTech, specifically within Alternatives Data Management or complex client implementations.
- Strategic Thinker: You don't just follow a checklist; you look at the "Big Picture." You have experience applying Value Stream mapping or similar methodologies to improve operational efficiency.
- Tech-Forward: You are proficient with CRM and BI tools (e.g., Salesforce, Looker, Tableau) and are excited by the potential of AI to disrupt traditional data workflows.
- Exceptional Communicator: You can distill complex technical onboarding hurdles into clear updates for stakeholders and clients alike.
- Growth Mindset: You thrive in ambiguity and are constantly seeking ways to "level up" both your team’s performance and the departmental standard.
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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
