- Guide clients through template completion, providing clear guidance and support.
- Manage LOA generation and signing, ensuring timely completion.
- Drive asset manager outreach to facilitate data connectivity and resolve onboarding queries.
Addepar
1 open remote positions
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets, fostering a culture of innovation and collaboration.