Client Onboarding Analyst

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities. 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 and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes. Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency Maintain team resources and

CAPCO POLAND * We are looking for Poland based candidate. * This role is hybrid and may require working from the office in Warsaw. Product Manager – Fenergo / KYC & Risk We are looking for an experienced Product Manager with strong knowledge of Fenergo, KYC, Risk and Client Lifecycle Management (CLM) to support the development and optimisation of client onboarding and compliance processes within a financial services environment. Key Responsibilities Own and prioritise the product roadmap and backlog for Fenergo-based KYC and CLM solutions . Analyse and optimise end-to-end KYC, onboarding and client lifecycle processes . Define and improve risk assessment, client risk rating, CDD/EDD and periodic review processes . Translate business, regulatory and operational requirements into product features and user stories. Work closely with KYC Operations, Risk, Compliance, Business and Technology teams . Identify process gaps, operational risks and opportunities for automation and process improvement . Support Fenergo configuration, workflow design, integrations, testing and releases. Ensure solutions meet regulatory, business and risk management requirements. Required Experience Experience as a Product Manager / Product Owner in banking or financial services. Hands-on experience with Fenergo, preferably Fenergo CLM. Strong knowledge of KYC, AML, CDD/EDD and Risk Management. Good understanding of client onboarding, risk assessment and periodic review processes. Experience in process analysis, optimisation and transformation. Strong stakeholder management skills across Business, Risk, Compliance, Operations and Technology. Experience working in Agile delivery environments. WHAT WE OFFER Contract of employment. Multiple employee benefits packages (MyBenefit Cafeteria, private medical care, insurance). Access to 3,000+ Business Courses Platform. A work culture focused on innovation and creating lasting value for our clients and employees Ongoing learning op

CAPCO POLAND Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry. We are also: Experts in banking and payments, capital markets and wealth and asset management Committed to growing our business and hiring the best talent to help us get there Focused on maintaining our nimble, agile and entrepreneurial culture About the Role: We are seeking a highly analytical and detail-oriented Business Analyst with deep experience in payments , particularly in credit card products and processing . This role will support the development and enhancement of innovative payment solutions, working closely with product managers, technology teams, and external partners to deliver best-in-class customer experiences. Key Responsibilities: Collaborate with product managers to define and refine product requirements for credit card and payment solutions. Analyze business processes, customer journeys, and transaction data to identify opportunities for innovation and optimization. Translate business needs into detailed functional and non-functional requirements, user stories, and acceptance criteria. Support the end-to-end lifecycle of credit card products, including onboarding, authorization, clearing, settlement, and dispute management. Conduct market and competitor analysis to inform product strategy and positioning. Work with cross-functional teams (engineering, compliance, operations, finance) to ensure alignment and successful delivery. Assist in UAT planning and execution, ensuring solutions meet business and regulatory requirements. Monitor KPIs and performance metrics post-launch to assess impact and identify areas for improvement. Required Qualifications: 5+ years of experience as a Business Analyst in the payments industry , with a strong focus on credit card products . Sol

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Drive IAM Governance excellence across enterprise-wide transformation initiatives, ensuring robust identity management processes, stakeholder alignment, and sustainable governance frameworks. We are looking for an experienced IAM Governance Consultant to provide specialist consulting services. The consultant will play a key role in analyzing existing governance frameworks, assessing project outcomes, and driving continuous improvements across multiple User Access Management (UAM) initiatives. Working independently while collaborating with senior stakeholders and cross-functional delivery teams, you will evaluate governance processes, challenge assumptions constructively, facilitate decision-making, and translate business requirements into clear and actionable governance guidelines. What You'll Deliver Analyze and enhance IAM Governance processes, including Joiner, Mover, Leaver (JML), Recertification, and Application Onboarding frameworks. Review project findings, identify process gaps, risks, and improvement opportunities, providing practical and evidence-based recommendations. Develop, maintain, and continuously improve group-wide IAM Governance guidelines, standards, and documentation. Lead stakeholder workshops, governance forums, and recurring meetings to drive alignment and decision-making across multiple initiatives. Monitor progress, report on key governance activities, and present process updates, recommendations, and outcomes to senior management. What We're Looking For Strong experience working as a Business Analyst within IAM Governance, Identity Management, or User Access Ma

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 part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. 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 the data feed onboarding process for new Addepar clients, which includes but is not limited to: Communicate and explain the data onboarding workflow to clients over calls and emails Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds Provision received accounts to the appropriate Addepar environments Work closely with data providers to tri

About the Opportunity We are looking for a dedicated and proactive VIP Relationship Manager (VIP RM) to join our Poland team. As a VIP RM, you will play a key role in expanding our base of VIP clients with a focus on Poland. This role is focused on active traders, high-net-worth individuals (HNWIs), family offices, prop trading desks, and smaller corporate clients, driving our growth through partnerships and key client development in parallel to our institutional team, which, on the other hand, focuses on larger professional, enterprise and institutional clients. What You'll Be Doing Your primary goal will be to drive trading volume and maximize Assets Under Management (AUM) in the region through onboarding and retention of VIP clients. Revenue and Product Strategy Formulate a revenue strategy and optimization plan based on OKX's European product offerings Collaborate closely with the product team to gather client feedback, identify optimization opportunities, and enhance relevant product features Strategic Leadership and Partnerships Work closely with local executive leadership to contribute to the company's overall strategic direction Lead partnership efforts in Europe — identify suitable partners and execute negotiations to expand reach and revenue streams Client Management and Growth Manage relationships with HNWIs and key clients in Europe, ensuring positive customer experiences through proactive account management Build long-lasting client relationships to secure referrals and originate new prospects, working with operations to address roadblocks Compliance and Brand Advocacy Oversee legal and compliance aspects, including regulatory adherence, client KYC/AML processes, and reporting Serve as a brand ambassador, educating customers on OKX's full value proposition (trading tools to yield products), while escalating feedback to improve platform compliance and user experience What We Look For In You Core Qualifications Bachelor’s degree in Bus