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 Current York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Role
As an ADM Support Lead you will lead the support function of Addepar's Alternatives
Data Management (ADM) solution for our clients, ensuring exceptional client outcomes. This is a client-facing role that requires both strategic oversight and hands-on execution. You'll be the go-to person,
guiding clients through ADM issues and questions post-implementation, coordinating with cross-functional stakeholders to ensure success.
You will be responsible for driving objectives and key results including maintaining high CSAT, low escalations and backlogs, and development/adherence to processes that help the team scale as the ADM client base grows.
As a lead, you will also play a key role in supporting and mentoring junior team members, contributing to team-level process improvements, and modeling the behaviors and standards expected of the Support 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.
What You’ll Do
- Act as a player-coach, handling client inquiries alongside the team while mentoring and supporting team members in delivering excellent service.
- Oversee casework, ensuring timely and accurate responses ar
📌 ADM Support Lead (Pune)
🏢 Addepar
📍 Pune
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