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ManagerFull-timeAIData
Salary Range
$129,200 - $174,800 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for an ADM Onboarding Manager to join our Alternatives Data Management (ADM) team at Addepar. This role 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.
Key Responsibilities
- →Lead and mentor a team of onboarding specialists, fostering an inclusive environment that prioritizes professional growth and a client-first mindset.
- →Take a holistic approach to the onboarding lifecycle, identifying bottlenecks and implementing process improvements to ensure high-quality data sets within established SLAs.
- →Work cross-functionally with Product, Engineering, and Client Success teams to align onboarding workflows with the broader business strategy.
- →Identify opportunities to leverage automation and AI to accelerate data extraction and validation tasks.
- →Tailor onboarding journeys to meet the unique needs of diverse client personas.
- →Surface and analyze key performance metrics, reporting on team capacity, velocity, and data accuracy to executive leadership.
Requirements
- ✓Bachelor’s degree in Finance, Business, or a related field.
- ✓Proven track record of leading teams in a fast-paced environment.
- ✓At least 5 years of experience in financial services or FinTech, specifically within Alternatives Data Management or complex client implementations.
- ✓Experience applying Value Stream mapping or similar methodologies to improve operational efficiency.
- ✓Proficient with CRM and BI tools (e.g., Salesforce, Looker, Tableau).
- ✓Exceptional communicator, able to distill complex technical onboarding hurdles into clear updates for stakeholders and clients.
- ✓Growth mindset, thriving in ambiguity and constantly seeking ways to improve team performance and departmental standards.
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