Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to:
Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates
Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion
Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries
Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols
Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations
Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards
Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce
Working with AI initiatives: Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle

3+ years of work experience in the financial advisory or FinTech industries, preferably in a client onboarding or alternatives data function.
Experience in client onboarding or a related operational role within the financial services or technology sector.
Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
Excellent communication and follow-up skills to effectively interact with clients and internal teams.
Proficiency in using operational dashboards, CRM systems, and password management tools.
Ability to identify process improvements and contribute to enhancing operational efficiency.
A proactive approach to problem-solving and a commitment to delivering a positive client experience.

Data Onboarding Specialist

Key skills