Sr. Staff Transformation Team - Data Operations

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are currently seeking a Sr. Staff member for the Transformation Team within Data Operations. This is a pivotal role as we are at a key inflection point of finding and driving scale into our operator function. You will drive the transformation of Addepar’s Data Operations, scaling efficiency and performance across all core domains: Market Data, Portfolio Data, Custodial Feeds Onboarding, IBOR, and Alternative Investments. Finding value and opportunity is critical, requiring an ability to work autonomously while collaborating with team partners. Candidates who aspire to have autonomy and significant influence in the direction of the business are highly encouraged to apply. 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 $142,000 - $223,000 (base salary) + 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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Drive and oversee complex transformation projects across all Data Operations domains, moving the organization from manual, reactive processes to proactive, exception-based workflows Design and implement process improvements, scalable workflows, and automation to enhance operational efficiency. Evaluate, pilot, and deploy AI tooling, LLMs, and modern data management platforms to drastically reduce operational friction and cycle times. Partner closely with Data Engineering, Client Services and Product teams to translate operational transformation requirements into scalable technical roadmaps Formulate KPIs and metrics to measure the success, impact, and ROI of transformation initiatives. Lead the cultural and operational shifts required to adopt new tools, ensuring seamless transitions and high adoption across traditional operational teams Act as a force multiplier by mentoring team members, fostering a continuous-improvement mindset, and serving as a subject matter expert for operational excellence Who You Are Bachelor’s degree or equivalent experience. At least 8–10 years of progressive experience in data operations, financial services technology, or consulting, with a proven track record of leading complex operational improvements. Deep functional knowledge of specified data operations domains Hands on experience leveraging AI/ML tools, Prompt Engineering, or LLMs to optimize data workflows and automate repetitive operational tasks Ability to look at complex data ecosystems, identify systemic bottlenecks and anticipate future capacity constraints Strong understanding of the regulatory and control landscapes surrounding financial data, ensuring transformation efforts preserve data integrity and security Skilled at constructively challenging the status quo and distilling complex technical architecture into clear, business oriented value propositions for stakeholders at all levels Demonstrated ability to navigate ambiguity, work independently, and drive results without constant supervision in a fast-paced environment 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

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