Wealth Management, Addepar Data & Reporting Specialist

Randstad USA; New York (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

AlTi Tiedemann Global in New York seeks an Associate for Data Operations and Reporting to help build a single source of truth for data across wealth and advisory services. The role focuses on data capture, maintenance, and accessible analytics, with SOX compliance and information security in mind.

The successful candidate will map dataflows, support governance, and develop reporting and analytics capabilities, collaborating with Operations, Technology, and Platform teams.

Qualifications

• 3–6 years’ experience in wealth management, financial services, operations, or data roles.
• Experience with performance reporting and client relationship management systems (preferably Addepar and Salesforce).
• Strong analytical skills and high attention to detail.
• Knowledge of data governance and data quality principles.

Responsibilities

• Support data operations, data integrity, reporting accuracy, and operational efficiency.
• Monitor and resolve data integrity issues, including escalations for advisors and clients.
• Identify opportunities to automate data processes and reduce manual workflows.
• Partner cross-functionally with Operations, Technology, and Platform teams to improve data workflows and user experience.
• Contribute to the development of a center of excellence for reporting, modeling, and analytics.
• Support data governance, security, and control frameworks to ensure high data quality standards.
• Assist in new product development initiatives and evaluation of tools or technologies to improve reporting and data access.
• Prepare materials and analysis using Microsoft Excel and PowerPoint to support internal and client-facing initiatives.

Skills

Analytical thinking

Attention to detail

Cross-functional collaboration

Excel

PowerPoint

Data governance

SOX understanding

Education

Bachelor’s Degree

Tools

Addepar

Salesforce

Job description

Associate, Data Operations and Reporting | NY

PLEASE NOTE: Hands-on experience with Addepar is a mandatory, non-negotiable requirement for this position. Candidates without Addepar experience will not be considered.

Company Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com

Job Description

AlTi is seeking an Associate for a newly created Data Operations and Reporting Team as part of our continued global growth. The Associate will be a key team member as we build out the Data Ownership and Reporting/Analytics Team. The role will focus on how data is captured, maintained, and made accessible to users, while supporting the broader data operations function and related workflows. We are looking for someone with an understanding of and compliance with SOX, data governance principles, information barriers and information security.

The Operations and Reporting Team will work to map and optimize dataflows/data processes across the business, deliver intelligence from data, and maintain data quality through effective data governance and management to provide a "single source of truth". This role will be based in New York and will involve periodic travel to the Delaware office.

Job Responsibilities

• Support the implementation and day-to-day execution of the Data Operations function to ensure data integrity, reporting accuracy, and operational efficiency
• Assist in monitoring and resolving data integrity issues, including escalation items for advisors and clients
• Identify opportunities to automate data processes and reduce manual workflows across the business
• Partner cross-functionally with Operations, Technology, and Platform teams to improve data workflows and user experience
• Contribute to the development of a center of excellence for reporting, modeling, and analytics
• Support data governance, security, and control frameworks to ensure high data quality standards
• Assist in new product development initiatives and evaluation of tools or technologies to improve reporting and data access
• Prepare materials and analysis using Microsoft Excel and PowerPoint to support internal and client-facing initiatives

Qualifications

• Bachelor’s Degree
• 3–6 years’ experience within wealth management, financial services, operations, or data-related roles
• Strong analytical skills with high attention to detail
• Experience with systems relating to performance reporting and client relationship management, preferably Addepar and Salesforce
• Understanding of data governance and data quality management principles
• Ability to manage priorities in a fast-paced, evolving environment
• Strong written and verbal communication skills and ability to work cross-functionally
• Advanced Microsoft Office skills with a heavy emphasis on Excel and PowerPoint
• Solutions-oriented mindset with a focus on process improvement and automation
• Desire to work within a collaborative, team-oriented environment

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $75 – 90k