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 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

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

ROLE: SENIOR FINANCE MANAGER LOCATION: TORONTO The Role Salt XC is looking for a Senior Finance Manager to lead the day-to-day financial management of The Kitchen, a large-scale embedded agency partnership with a Fortune 500 client. This role will be the primary Finance partner and point of contact for The Kitchen. While Salt’s broader Finance team will continue to execute transaction processing, including payroll, accounts payable, accounts receivable and expense processing, this person will sit at the centre of the operation—ensuring projects are financially controlled, billings happen on time, revenue and costs are appropriately recognized, reporting is accurate, and stakeholders have clear and timely visibility into the financial health of the business. This is an ideal role for someone with strong project accounting and revenue accounting experience who is equally comfortable working with Finance teams, agency operators, producers and senior client stakeholders. Key Responsibilities Project & Financial Management • Own the financial oversight of approximately 100-150 client projects annually • Maintain accurate project financials, including budgets, committed costs, actual costs, billings and project-level profitability • Ensure production costs and employee expenses are accurately captured and allocated to the appropriate projects • Monitor project financial activity from initiation through final reconciliation and close • Identify financial discrepancies, aging items and project risks and proactively drive them to resolution • Maintain strong financial controls while supporting the speed and flexibility required in an agency environment • Identify areas for efficiency and cost reductions Revenue, Billing & PO Management • Own the financial workflow between project teams, both internal and external, to ensure projects are billed accurately and on tim

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. About the Job Capco’s Data Team helps our clients transform every aspect of their business. We are highly skilled at formulating data strategy, defining business and technology initiatives across the data management lifecycle and aligning multi-year strategic roadmaps with clients’ business goals. As digital technologies advance and regulations tighten, today’s consumers and today’s businesses are becoming more aware of the importance of good quality data. We work to establish holistic ways to effectively manage data through the modern data supply chain and facilitate consumption through analytics, modelling, AI, machine learning, dashboarding, and reporting. What You'll Get to Do Design and implement enterprise Data Governance and Data Management Frameworks for leading financial institutions. Define and operationalise data ownership, stewardship, critical data elements (CDEs), business glossaries, metadata, lineage and data quality controls . Help clients strengthen Data Quality, Metadata Management, Master Data Management and Data Architecture capabilities. Shape governance operating models, policies, standards and controls that work in practice. Support regulatory and risk-driven initiatives involving data sovereignty, residency, privacy and cross-border data . Work with business, te

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. About This Job The Business Analyst (BA) plays a critical role in supporting a banking Data for AI programme. You will work across business, data and technology teams to assess current data practices, identify gaps and bottlenecks, and translate findings into practical requirements and improvements. The ideal candidate combines banking/financial services experience, strong business analysis skills and hands-on data governance/data management knowledge. What You’ll Do Assess current-state data governance, ownership, stewardship, access, controls and data processes. Work across AI/data use cases to understand data requirements, sources, flows, access and consumption. Lead stakeholder interviews and workshops with business, data and technology teams. Map processes and data flows and identify gaps, bottlenecks, manual effort and unclear accountability. Translate findings into clear business/data requirements, target-state improvements and reusable governance patterns. Identify recurring enterprise data issues versus use-case-specific challenges. Engage and constructively challenge senior stakeholders and SMEs. What We’re Looking For Bachelor’s degree in business, Finance or related field 5+ years of Business Analyst with experience in data, AI/analytics, or technology t

Job Title: About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO? You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage. Job Description: Role: Experience working in a Business Finance function (or Finance-related projects) and an understanding of Finance data and reports is essential, Qualified accountant/MBA/Finance qualification with more than 10 years of experience, preferably within Change Delivery, Experience of core Client Finance and MI tools (e.g. BFA, FTP, TM1 etc.) – preferable; Proficiency in data analysis and systems impact analysis, Practical understanding of software development lifecycles and methods, including requirements definition and testing in both waterfall and Agile environment

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. We are experts in Banking, Capital Markets, and Wealth and Asset Management. We are rapidly expanding our Insurance sector capability. We specialise in Digital Transformation, Data Management & Data Analytics, Business & Finance Transformation engagements, and IT Transformation and Change programmes. We are committed to growing our business and hiring the best talent in the market. Our focus is on maintaining our agile and entrepreneurial culture. About the Job Capco’s Data Team helps our clients transform every aspect of their business. We are highly skilled at formulating data strategy, defining business and technology initiatives across the data management lifecycle and aligning multi-year strategic roadmaps with clients’ business goals. As digital technologies advance and regulations tighten, today’s consumers and today’s businesses are becoming more aware of the importance of good quality data. We work to establish holistic ways to effectively manage data through the modern data supply chain and facilitate consumption through analytics, modelling, AI, machine learning, dashboarding, and reporting. What You'll Get to Do Design, implement, and enhance enterprise Data Governance and Data Management Frameworks across banking and financial services clients. Develop and maintain

Role Title: Key Account Manager Job Description As a Key Account Manager , we are looking for passionate individuals who can maintain and enhance existing client relationships through cross-selling and up-selling our services, while also creating new business opportunities wherever possible. Key Responsibilities The Key Account Manager should be able to: Develop a good understanding of customers' needs, their industry, competitors, and market pressures, and incorporate these insights into compelling value propositions. Communicate effectively and build strong relationships with decision-makers at every level, earning their trust and becoming a valued advisor on business, technology, and operational challenges. Open new buyer relationships and create new revenue streams within customer organizations by identifying contacts and initiating discussions. Conduct Quarterly Business Reviews (QBRs), understand customer challenges, ensure customer satisfaction (CSAT), and partner with delivery managers and technical teams to maintain a seamless client relationship. Forecast revenue and resource requirements for customer engagements in a timely manner to ensure a superior customer experience. Spearhead pitches and new business development initiatives within the assigned portfolio. Write proposals and manage deals through to contract closure. Maintain close oversight of all work in progress. Manage and grow Fortune 1000 (F1000) accounts. Exposure to the BFSI (Banking, Financial Services, and Insurance) domain would be an added advantage. Skills and Qualifications Positive attitude, quick thinker, and strong problem-solver with the flexibility and resilience to operate independently in high-pressure situations. Strong interpersonal skills and excellent written and verbal communication in English. Prior successful experience in sales/account management within enterprise software services. Experience in Analytics & Big Data services would be an added advantage. Strong solutio

The Executive - Closing is primarily focused on prospecting new accounts within assigned projects and geographical areas to meet revenue goals. This role involves identifying leads, seeking business opportunities, and developing strong client relationships to facilitate effective sales. The Closing Manager is responsible for ensuring a positive customer experience and driving revenue generation through consistent follow-ups and interactions. Source: Adani Group | Job ID: 55305

Executive - Sales - Advertisement provides vital support to the sales team, assisting in executing sales strategies and maintaining client communication. This role focuses on data management and reporting while conducting market research to identify business growth opportunities and supporting overall sales initiatives. Source: Adani Group | Job ID: 57770

About the Role: We are looking for an experienced Risk Management professional to lead and strengthen our Market Risk and Margin Trading Facility (MTF) risk functions. The role will be responsible for developing robust risk frameworks, monitoring trading and client exposures, ensuring regulatory compliance, and safeguarding the organization against market-related risks while enabling sustainable business growth. Key Responsibilities: Market Risk Management - - Develop, implement, and continuously enhance market risk management frameworks across Equity, Derivatives, and Margin Trading Funding (MTF) businesses. - Monitor and assess market risk exposures arising from cash equities, futures, options, and leveraged products. - Establish and review risk limits, exposure thresholds, concentration limits, and margin policies. - Track key risk indicators (KRIs) and ensure timely escalation of potential risk events. MTF & Exposure Risk Management: - Manage client-level and portfolio-level risks associated with Margin Trading Funding (MTF). - Define collateral eligibility, haircut frameworks, and funding exposure limits. - Monitor leveraged positions and ensure adequate margin coverage across client portfolios. - Evaluate concentration risks and implement preventive controls to minimize losses. Risk Analytics & Monitoring: - Conduct stress testing, scenario analysis, and sensitivity assessments under varying market conditions. - Develop risk models and analytical tools to evaluate portfolio resilience during periods of volatility. - Analyze trading patterns, market trends, and exposure data to identify emerging risks. - Drive automation and real-time risk monitoring capabilities across trading systems. Regulatory Compliance & Governance: - Ensure compliance with SEBI, NSE, BSE, Clearing Corporation, and other applicable regulatory requirements. - Oversee risk-related regulatory reporting, including exposure monitoring, margin compliance, and CTCL reporting. - Coordinate w