Addepar

Lead, Data Validation Specialist

Addepar$83K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent in Business, Finance, Math, Economics, or data-related field
  • 3+ years in data validation, financial operations, data quality assurance, or related areas
  • 1+ year of leadership or team coordination experience preferred
  • Strong organizational and analytical skills in high-volume data environments
  • Excellent communication skills for cross-team guidance
  • Proficient in spreadsheets (e.g., Excel) and web-based platforms
  • Familiarity with financial data is a plus, but quick learning is required
  • Process-oriented with a strong attention to detail and a mindset for continuous improvement

Responsibilities

  • Lead and mentor a team of Data Validation Specialists to support their growth
  • Oversee work allocation and prioritization to ensure timely and high-quality project execution
  • Audit data validation projects for adherence to standards and best practices
  • Implement process improvements to enhance data occurrence and scalability
  • Create and maintain documentation and standard operating procedures for validation processes
  • Collaborate with global teams including Sales, Client Solutions, Product, and Engineering
  • Foster a collaborative team culture dedicated to shared client success

Benefits

  • Comprehensive benefits package including health, dental, and vision insurance
  • Generous paid time off and holidays
  • Opportunities for professional development and career growth
  • Participation in bonus and equity programs
  • Supportive work environment emphasizing collaboration and learning
Full Job Description
The Role

We are seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You'll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners.

This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work. It's a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right.

You'll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, 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. The current range for this role is $83,000 - $130,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do
  • Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role
  • Manage a team's work allocation, prioritization, and execution to ensure on-time, high-quality project delivery
  • Review and audit data validation projects to ensure adherence to standards and best practices
  • Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability
  • Develop and maintain documentation, templates, and standard operating procedures for data validation
  • Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions
  • Foster a team culture that values collaboration, learning, and a shared commitment to client success
Who You Are
  • Bachelor's degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field
  • 3+ years of experience in data validation, financial operations, data quality assurance, or a related field
  • 1+ year of people leadership or team coordination experience preferred
  • Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments
  • Excellent communication skills, with the ability to guide and influence across teams
  • Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms
  • Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation
  • Process-oriented with a continuous improvement mindset and strong attention to detail


Our Values
  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients' success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

About Addepar

Addepar is a wealth management platform that provides investment management software and tools for investors, advisors, and family offices. The platform offers a range of features, including portfolio management, performance reporting, and data aggregation. Addepar was founded in 2009 and is headquartered in New York, New York.
Learn more about Addepar
Size
500 employees
Industry
Founded
2009

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