Lead, Data Validation Specialist (Investment Management)

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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

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