Sr. Staff Transformation Team - Data Operations

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are currently seeking a Sr.

Staff member for the Transformation Team within Data Operations. This is a pivotal role as we are at a key inflection point of finding and driving scale into our operator function. You will drive the transformation of Addepar’s Data Operations, scaling efficiency and performance across all core domains: Market Data, Portfolio Data, Custodial Feeds Onboarding, IBOR, and Alternative Investments.

Finding value and opportunity is critical, requiring an ability to work autonomously while collaborating with team partners. Candidates who aspire to have autonomy and significant influence in the direction of the business are highly encouraged to apply. Addepar takes a market-based approach to pay.

Qualifications

, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

S. on their first day of employment.

What You’Ll Do

Drive and oversee complex transformation projects across all Data Operations domains, moving the organization from manual, reactive processes to proactive, exception-based workflows Design and implement process improvements, scalable workflows, and automation to enhance operational efficiency. Evaluate, pilot, and deploy AI tooling, LLMs, and modern data management platforms to drastically reduce operational friction and cycle times.

Requirements

into scalable technical roadmaps Formulate KPIs and metrics to measure the success, impact, and ROI of transformation initiatives.

Who You Are

Bachelor’s degree or equivalent experience. At least 8–10 years of progressive experience in data operations, financial services technology, or consulting, with a proven track record of leading complex operational improvements.