Client Outreach Specialist in India

Managing Principal – Banking Transformation & Team Leadership (Chennai) Role Overview As a Managing Principal at Capco, you will be a senior leader responsible for driving client growth, leading complex transformation programmes, and shaping strategic direction across Tier 1 banking clients. You will combine deep domain expertise, delivery leadership, and commercial acumen to deliver measurable business outcomes. This role will play a critical leadership role in expanding Capco's footprint in India, working closely with APAC leadership to deliver large-scale banking transformation programmes and build sustainable, high-performing teams. Experience in workforce transformation and operating model optimisation would be advantageous. Key Responsibilities Client Leadership & Growth Build and manage C-level relationships across banking clients (WRB, Corporate, Operations, Technology). Support origination and closing large transformation deals (primarily in Operations & Technology). Define and lead account growth strategy, including pipeline development and GTM propositions. Act as a trusted advisor on banking transformation, operational excellence, and workforce strategy. Programme & Delivery Leadership Lead complex, multi-year transformation programmes across operations & technology. Drive design and implementation of target operating models, including process, technology, and workforce. Ensure delivery excellence through strong governance, risk management, and KPI tracking. Mobilise cross-functional teams (onshore/offshore) to deliver outcomes at scale. People & Practice Leadership Build and scale high-performing consulting teams in Chennai and broader India. Own capability development and workforce planning and support hiring aligned to growth ambitions. Mentor team and lead capability build across key areas (programme delivery, workforce management, operations). Commercial & Business Management Drive revenue growth, utilisation, and margin

Envoy Global is a proven innovator in the global immigration space. Our mission combines our industry-leading tech platform with holistic service to streamline, simplify and expedite the immigration process for employers and individuals. Working alongside our affiliated law firms with Envoy, we are giving companies the tools they need to hire the best talent from around the world, send talent where it’s needed, and help support foreign workers and immigrants throughout the process. We’re a fast-growing, award-winning technology company, a leader in our space and are backed by some of the country’s leading venture capital and growth equity firms. As a result of continued growth, we are currently hiring Senior Immigration Paralegals to work within our office in Hyderabad, India . These roles require individuals with a strong immigration background, specifically in the field of US business/corporate immigration - this means, your experience will be skewed towards the processing of US employment-based visa applications . As our Senior Paralegal, you will be required to: Communicate and understand client US immigration requirements Work across the following types of visas: H-1B, L-1A/B, TN, EB-1/2/3, H-1B1, dependent and derivative cases, advance parole and work authorizations, AOS, and all phases of the employment-based Green Card processes Consistently focus on improving the accuracy while processing applications Maintain knowledge of industry changes and any alternations to the immigration laws Maintain an accurate record of cases and provide periodic updates as required Remain aware of regular USCIS updates Proactively identify the opportunities for process/ system improvement and work closely with lead, Technology QA and Development teams to implement To apply for this role, you should possess the following skills, experience and qualifications: Possess hands on experience in processing the complete end to end H1B / Green Card petition drafting and LCA p

About the Role We are looking for a proactive and detail-oriented Business Development Associate to support our BD team. The role involves assisting senior team members in managing client/stakeholder interactions, documenting key insights, and ensuring smooth information flow across internal and external stakeholders. This is an excellent opportunity for someone eager to learn and grow in a fast-paced business development environment. Key Responsibilities Provide day-to-day support to senior team members and work closely with them on ongoing tasks. Analyze documents/comprehensions to extract key insights and translate them into actionable to-dos. Attend business development meetings, capture detailed notes, prepare structured documentation, and share concise summaries with the broader team. Coordinate and maintain communication with brokers across APAC, EMEA regions, and other external partners. Organize and streamline the flow of information between third-party stakeholders and internal teams, ensuring accuracy and timeliness. Requirements Strong analytical and comprehension skills - ability to break down information into actionable points. Prior HFT experience is a plus Experience in dealing with exchanges/ AWS is a plus Excellent communication and documentation skills (both written and verbal). Detail-oriented, organized, and able to multitask in a fast-paced environment. Comfort in interacting with global stakeholders and handling professional correspondence. Proficiency in MS Office / Google Workspace What We Offer Opportunity to work closely with senior stakeholders in business development. Exposure to international markets and stakeholders A learning-driven environment with strong mentorship and growth opportunities.

As a Senior NetSuite Consultant at Plative, you will act as a Subject Matter Expert for our growing Field Service Management (FSM) and Manufacturing practice. This is a high-impact, client-facing role designed for a "Consultative Leader," someone who doesn't just apply configurations but actively challenges and advises clients on best practices in logistics and warehouse operations. You will own the project lifecycle from discovery and design, to configuration and UAT. Leading complex FSM implementations and ensuring that complex business processes are translated into scalable NetSuite solutions. Responsibilities: Lead client discovery sessions to map manufacturing and distribution business requirements to NetSuite best practice. Manage and deliver complex NetSuite implementation projects, including solution design and project management. Identify and communicate project limitations, shortcomings, and issues early on, working closely with senior consultants and architects to address and mitigate risks. Execute end-to-end configuration, including complex business logic, custom fields, and workflows. Act as a subject matter expert for manufacturing processes (e.g., Shop Floor, Control, BOM management), distribution workflows (e.g., Pick/Pack/Ship, Demand Planning). Act as a subject matter expert on NetSuite Field Service Management (FSM), designing automated preventive maintenance schedules, warranty tracking workflows, and smart dispatching boards. Guide clients on industry-leading practices for cost accounting, landed costs, preventive maintenance, WIP & Routing, Demand Planning and inventory valuation. Design and lead internal QA and guide client User Acceptance Testing (UAT) to validate system stability and data integrity. Delegate tasks to analysts and guide their development to ensure high-quality project deliverables. Proactively identify and mitigate project risks related to scope, budget, or technical constraints with the project management team. Raise de

POSITION SUMMARY The Consultant is responsible for supporting the Consulting Services Team in delivering cybersecurity, privacy, and compliance services across a diverse portfolio of client engagements. This role operates as a flexible, deployable resource, contributing to multiple concurrent or sequential engagements based on business needs. This role requires proactive initiative to study, ask questions, and rapidly learn the organization’s solutions, methodologies, and delivery standards. Consultants must be comfortable transitioning between engagements, adapting quickly to new client environments, and delivering value immediately. Consultants focus on executing client deliverables, enhancing service quality, and improving project efficiency under the guidance of senior team members. They are expected to develop broad subject matter expertise, contribute to process improvements, and build trusted relationships across a variety of clients and internal teams. SPECIFIC JOB RESPONSIBILITIES Serve as a deployable consulting resource, supporting multiple client engagements across varying industries, with a focus on healthcare. Adapt quickly to new client environments, priorities, and team structures while maintaining high-quality delivery. Support the execution of cybersecurity and compliance consulting engagements under senior leadership guidance. Work closely with clients to collect data, conduct risk assessments, gap analyses, and document findings. Assist in evaluating client security postures, including vulnerability management, compliance alignment, and risk exposure. Develop and contribute to recommendations aligned with industry frameworks such as NIST, ISO 27001, CIS Controls, and HIPAA. Support clients in designing and implementing security controls, policies, and procedures.

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, Singapore and São Paulo. The Role The Analytics team is seeking a Director to join and lead the team. The Analytics team is a globally distributed team core to Addepar's transition to next-generation data and analytics with a scalable global operating model. Its mission is to empower analysts, researchers, and internal teams to create and share data and insights - driving data driven decision making at scale. The Director will define and execute the strategic vision for the function, while driving operationalisation, governance, and platform maturity across regions. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Define and execute a unified analytics strategy in partnership with key stakeholders, with a published roadmap reviewed quarterly Serve as a culture carrier and visible leader for the APAC region, bridging local teams with global priorities Lead BI and platform strategy, including persona-driven architecture and enablement paths for power users, consumers, executives, and producers Lead global expansion of the analytics platform - hardening existing regional implementations and validating a repeatable architecture for ne

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, Singapore and São Paulo. The Role As a Data Solutions Consultant, you will support some of Addepar’s complex and high-touch client data implementation projects. You’ll design scalable solutions to transform and integrate clients’ portfolio data into Addepar, and build expertise across both technical and business domains. You’ll also be among the first members of the Data Solutions team based in India , helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together. Beyond client delivery, you’ll also have the opportunity to participate in internal innovation; contributing to automation, tooling, and best practices that enable scale and elevate how we operate globally. This is an individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Support compl

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, Singapore and São Paulo. The Role Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As a Senior Lead of the Alternatives Data Operations, you will lead the operations function that is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. You will manage a team of Alternatives Data Ops analysts who review Private Fund statements, modify data that has been incorrectly extracted by our machine learning models, and reprocess data within SLAs. In this role, you'll own the operational strategy, team performance, and continuous improvement of the Alternatives Data Ops function—a critical component of Addepar's Alternatives offering success. Your responsibilities will include b

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, Singapore and São Paulo. The Role We are currently seeking a highly experienced Staff Software Engineer with a strong Java background to join our Letter of Authorisation (LOA) team! We’re building a system that can self-service onboarding of held-away accounts for enterprise clients. This new system will be built on our application framework with cloud-native architecture principles. We’re looking for an experienced, detail-oriented Engineering Leader who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teams to deliver great products for our clients. Our engineering team primarily works in Java, Python and React, a strong Java experience with any of the additional skills would help succeed in the role. We use Agile methodologies to deliver impactful business outcomes. What You’ll Do Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code. Lead individual project priorities, deadlines, and solutions. Collaborate effectively with product manager

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, Singapore and São Paulo. The Role We are currently seeking a Staff Software Engineer, Infrastructure to join the AI Platform team that powers seamless insights and interaction through natural language and data intelligence across our AI products. As a Staff Software Engineer, you’ll architect, build, and operate the backend and platform systems that power AI Platform. You’ll work across service design, distributed systems, cloud infrastructure, event-driven processing, observability, CI/CD, and production reliability, helping shape the technical direction of a platform that supports scalable, client-facing AI experiences. This role requires a strong software engineering foundation combined with deep infrastructure and systems thinking. We are looking for an engineer who can write high-quality production code, make sound architectural tradeoffs, and own platform capabilities end-to-end — not someone focused only on scripting, cloud configuration, or infrastructure tooling in isolation. You will collaborate closely with frontend, product, and AI/ML engineers to deliver reliable, secure, and scalable systems that align with Addepar’s standards of performance, resilience, and trust. Applicants must have legal authorization to work in the country where this role is based o

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, Singapore and São Paulo. The Role Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies. Addepar is building solutions to support our clients' alternatives investment strategies. The alternatives data management product is a serverless, modular and terraformed stack. We're hiring a Senior Software Engineer to design, implement and deliver modern software solutions that ingest and process ML-extracted data. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience alternatives operations. You will work closely with operations engineering on document-based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving reall

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, Singapore and São Paulo. The Role Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As part of the broader Addepar Data organization, the Alternatives Data Ops team is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. This role will include managing a team and reviewing Private Fund statements, modifying data that has been incorrectly extracted by our machine learning models, and reprocessing the data within SLAs. The Alternatives Data Ops team plays a critical role in the success of Addepar's Alternatives offering and requires daily communications with the Alternatives Product Team, Machine Learning Operations, clients, data providers (GPs and Fund Admins), and add

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, Singapore and São Paulo. The Role As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines. You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the

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, Singapore and São Paulo. The Role We are currently seeking a software engineering manager to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll lead a full-stack team of engineers and collaborate closely with Product and Design to deliver client-facing features that will set us apart from our competitors. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage a small team of frontend and backend engineers that will grow as you do Own technical design and implementation for some of your projects to set a good example for the ICs Work with platform teams to deliver features with consistent capabilities Drive the career growth of your direct reports Stay up to date on industry trends, such as AI tooling, that can make the team more effective Collaborate with ADM engineering and product leads in the US, UK and India to drive team-wide process improvements and best practices Who you are B

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, Singapore and São Paulo. The Role We are establishing a Procure-to-Pay (P2P) team in India to support our global Finance organization. As the P2P Operations Lead, you will build and lead our new P2P Shared Services function in India, overseeing the operational execution of supplier onboarding, purchase order administration, invoice processing, and governance activities while partnering with Procurement and Accounts Payable to deliver a scalable, world-class Procure-to-Pay operation. This role requires someone with deep Coupa and NetSuite experience, a strong command of P2P end-to-end process flows, and the maturity to operate independently with limited in-person oversight. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What you'll own Procurement Operations Own the end-to-end supplier onboarding process, including reviewing complete documentation and adhesion to internal policies. Maintain supplier records to ensure up-to-date supplier details and status Administer procurement workflows within Coupa and NetSuite. Manage Purchase Order (PO) lifecycle, including maintaining accurate PO billing and purchase details, monitoring open POs, and