Similar Jobs
See allDirector, Technical Implementation
Ensemble
US
SQL
Data Integration
Data Analytics
Data Migration and Onboarding Specialist
Alt Legal
Philippines
Excel
Data Migration
Project Management
New Onboarding Manager
Evolve
US
Sales
People Management
Data Analysis
Customer Onboarding Manager II - Reporting and Forms Specialist
Casebook PBC
US
SaaS
HubSpot
ChurnZero
Lead Analytics Engineer
Monzo
UK
SQL
ETL
Data Warehousing
Responsibilities:
- Lead and mentor a team of custodial data onboarding specialists, providing technical oversight and feedback.
- Manage work allocation, prioritization, and execution to ensure high-quality project delivery.
- Drive opportunities to improve tools, workflows, and automation for greater efficiency.
Requirements:
- 4+ years experience in technology and finance with client-facing roles.
- Strong domain knowledge in portfolio, wealth, or investment management and financial data structures.
- Proficient in SQL/Python and knowledgeable in ETL workflows and data transformation logic.
Our Values:
- Act Like an Owner: Think and operate with intention, purpose, and care, owning outcomes.
- Build Together: Collaborate to unlock the best solutions and deliver lasting value.
- Drive Innovation: Be bold and unconstrained in problem solving to transform the industry.
Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. It serves more than 1,400 firms in nearly 60 countries and manages nearly $9 trillion in assets.