Client Onboarding Specialist Jobs

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 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 We are seeking an Engineering Manager (Warsaw, Poland) with a strong technical background in full-stack development to lead our Identity and Access engineering staff. In this leadership role, you will manage, mentor, and grow a team of full-stack engineers responsible for building and maintaining the systems and interfaces that authenticate users, allow agents to scale on our public APIs, and enable self-service product configuration. You will guide your team in leveraging Addepar’s enterprise identity platform to create responsive, frictionless user journeys. These range from the “front door” of our products (such as login and MFA) to the administrative tools our customers use to configure experiences for their internal teams and end-clients. Collaborating closely with product managers, designers, and engineering partners, you will ensure our delivery aligns with our clients' complex regional, compliance, and privacy needs. Ultimately, you will foster an environment of engineering excellence, empowering your team to build the next generation of features that prepare Addepar for the demands of modern, AI-driven users. Applicants must have legal authorization to work in the country where this role is based on the first day of employmen

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 As a Field Engineer, Team Lead you will serve as a player-coach — guiding a team of field engineers while personally executing the most complex, mission-critical technical work yourself. Operating at the intersection of engineering and client success, you are both the technical anchor for your team and Addepar's technical vanguard in the field, translating complex business requirements into production-grade integrations, automations, and data solutions. You will be the technical expert across Addepar's full solution suite — from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling. At the same time, you will develop your people-management skills: providing daily guidance, coordinating work allocation, and turning the vision set by leadership into reality while keeping your team aligned to our core processes. This role combines a forward-deployed delivery model with hands-on technical depth and functional leadership of a high-performing engineering team. 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. Important Note: Th

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’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales c

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 Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. 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 Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed Complete and maintain operational workflows, and identify and implement opportunities for optimisation Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inqu

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 Portfolio Data Analyst to join our Portfolio Data Feeds Team! Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar. 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 Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) int

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 seeking a Senior Software Engineer (Warsaw, Poland) with expertise in Java and frontend technologies to join our Identity and Authentication team. In this full-stack role, you will build and maintain the systems and interfaces that authenticate users and enable self-service product configuration. You will leverage Addepar’s enterprise identity platform to create responsive, frictionless user journeys. These range from the “front door” of our products (such as login and MFA) to the administrative tools our customers use to configure experiences for their internal teams and end-clients. Collaborating closely with product, design, and engineering partners, you will ensure our identity and authentication capabilities meet our clients' complex regional, compliance, and privacy needs. Ultimately, you will build the next generation of features that prepare Addepar for the demands of modern, AI-driven users. 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 Author, in Java APIs and web UIs, user and customer configuration tools which expose the capabilities of Addepar’s identity platform. Migrate Ad

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 Portfolio Services team is at the core processing Addepar’s client data. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you. 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 Work with teams across the organisation to: Develop resilient distributed services and high quality tooling to support product operations and engineering Investigate and debug complex issues that span across teams and applications Drive software delivery and improve the engineering processes we use to develop and release software Who You Are Comfortable working independently, with a bias for action Thrives in ambiguous spaces where there isn’t a clear solution Enjoys digging into new pr

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 Platform Services team is at the core of accelerating Addepar’s platform scalability, elasticity, and global expansion. We play a pivotal role in driving innovation and standards for building distributed services and on-demand environments to meet the rapid scale of Addepar’s growth. Working at the critical intersection of application, infrastructure, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you. 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 Work with teams across the organisation to: Develop resilient distributed services and high quality tooling to support product operations and engineering Investigate and debug complex issues that span across teams and applications Drive software delivery and improve the engineering processes we use to develop and release software Who You Are Comfortable working independent

A Career with Cubist Cubist Systematic Strategies, an affiliate of Point72, deploys systematic, computer-driven trading strategies across multiple liquid asset classes, including equities, futures, and foreign exchange. The core of our effort is rigorous research into a wide range of market anomalies, fueled by our unparalleled access to a wide range of publicly available data sources. What You’ll Do We are passionate about data. We collaborate to build elegant, effective, scalable, and highly reliable solutions to empower predictive modeling in finance. You will join a team that plays a vital role in ensuring the smooth day-to-day implementation of a large research infrastructure and the timely delivery of comprehensive and error-free data to Cubist’s portfolio managers across the globe. Specifically, you will: Serve as a frontline owner for thousands of mission-critical data ETL pipelines that power trading and investment decision-making, ensuring reliability, accuracy, and timeliness. Actively manage and resolve data incidents in a fast-paced trading environment, partnering closely with portfolio managers, data scientists, and external data vendors. Design and build tooling, automation, and robust documentation to improve operational efficiency, scalability, and data quality across the platform. Play a hands-on role in daily data operations, including data validation, remediation, and enrichment, with opportunities to continuously improve and modernize workflows through engineering best practices. What’s Required Bachelor’s degree with a focus in computer science or a related field. Strong proficiency in SQL Server and Python programming, with experience in AWS and both Windows and Linux environments; familiarity with Databricks is a plus. Exceptional attention to detail with a strong appreciation for well-defined processes and systems. 3+ years of experience in a client-facing support or operations role. Excellent organizational, communication, and interpersonal

JOB TITLE Data Reliability Engineer A CAREER WITH CUBIST Cubist Systematic Strategies, an affiliate of Point72, deploys systematic, computer-driven trading strategies across multiple liquid asset classes, including equities, futures, and foreign exchange. The core of our effort is rigorous research into a wide range of market anomalies, fueled by our unparalleled access to a wide range of publicly available data sources. What you’ll do Ensure smooth day-to-day implementation of a large research infrastructure and the timely delivery of comprehensive and error-free data to Cubist’s portfolio managers across the globe Serve as a frontline owner for mission-critical data ETL pipelines that power trading and investment decision-making, ensuring reliability, accuracy, and timeliness. Actively manage and resolve data incidents in a fast-paced trading environment, partnering closely with investment professionals, data scientists, and external data vendors. Design and build tooling, automation, and robust documentation to improve operational efficiency, scalability, and data quality across the platform. Play a hands-on role in daily data operations, including data validation, remediation, and enrichment, with opportunities to continuously improve and modernize workflows through engineering best practices. What’s REQUIRED Bachelor’s degree in computer science or a related field. Strong proficiency in SQL Server and Python programming, with experience in AWS and both Windows and Linux environments. Exceptional attention to detail with a strong appreciation for well-defined processes and systems. 3+ years of experience in a client-facing support or operations role. Excellent organizational, communication, and interpersonal skills. Commitment to the highest ethical standards About point72 Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Poin

Role Overview You’ll help global clients keep their most critical corporate governance data accurate, secure, and easy to use. As a Professional Services Data Entry Specialist, you turn complex client records into clean, reliable datasets and documents that board members, legal, risk, and compliance teams rely on to make decisions. In this role, you’ll work hands-on with governance data, migrate it between platforms, build smart questionnaires for directors and officers, and use Excel, databases, and AI tools to streamline how information is captured and maintained. You’ll collaborate closely with clients and internal teams, spot data issues early, and suggest better ways of working so implementations run smoothly and clients are set up for long-term success. Here’s a breakdown of what you’ll do (not all of it, just the important stuff) Migrate and transform client corporate governance data and documents into Diligent platforms, ensuring accuracy, consistency, and completeness. Build and configure Director & Officer questionnaires so clients can collect the right information from the right stakeholders. Run regular data quality checks, validate data against source records, and quickly correct errors to maintain high data integrity. Use advanced Excel functions, databases, and AI tools to manage, format, and optimize large data sets and bulk document uploads/downloads. Partner directly with client stakeholders and internal teams to clarify requirements, resolve data or technical issues, and provide clear progress updates. Identify and help implement improvements to data workflows, templates, and automation to make delivery faster, more consistent, and more scalable. These are the essentials you’ll need to get an interview Hands-on experience in a data-focused role (for example, data specialist, data analyst, data migration, or similar) in a professional environment. Strong skills in Microsoft Excel, including advanced functions for manipulating and analyzing data

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