Data Operations Lead - Product

Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 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 purpose-built SaaS platform and associated Marketplace 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, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. 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 and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking a Data Operations Lead to join our Data Operations Team!

Part of the broader Addepar Product 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 transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.

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 $118,000 - $222,000 + 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.

What You’ll Do

• Serve as a "player/coach" who will contribute to and supervise a team of Data Operations Analysts in New York.
• Oversee and manage daily operational workflows for custodial and aggregator data feeds and help review, manage, and/or execute client data inquiries and requests.
• Develop and maintain effective process controls and accurate metrics to ensure quality standards and organizational expectations are met.
• Partner with members of Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
• Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities.
• Lead the team to accomplish goals that are aligned with the organization’s business and culture objectives and hold self and everyone accountable for meeting expectations.
• Collaborate with leads of different organizations on new data related initiatives and product offerings.

Who You Are

• 5+ years of knowledge/experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems.
• Detailed in documenting information and best practices and exhibits good follow through techniques.
• Proven ability to plan, design, and manage numerous processes, people and projects simultaneously.
• Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
• Experience with leading teams, cross-functional projects and learning and development initiatives.
• Outstanding communication and interpersonal skills for interfacing with clients, custodial data providers, as well as internal stakeholders.
• Forward looking and pragmatic on finding effective solutions to complex issues.
• Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.