Document Collection Operations Lead

As a part of the Document Collections team at Addepar, you will play a crucial role in ensuring that all client fund documentation is collected from various sources within SLAs and uploaded into Addepar. Your primary responsibility will involve extracting documents from different sources and uploading them into Addepar. Additionally, you will be responsible for monitoring data connections to ensure any failures are promptly addressed. This role requires daily communication with various teams and stakeholders across the organization. **Key Responsibilities:** - Serve as a "player/mentor" to contribute to and supervise a successful team of Alternatives Document Collection Operations Analysts. - Oversee daily operational workflows for the Alternative Document Collection team. - Lead the onboarding, mentorship, and career development of team members. - Manage the 3rd party/contracting team supporting the Alternatives Document Collection work. - Collaborate with Product and Engineering to design and implement new processes and tooling features. - Manage the Alternatives Document Collection pipeline for Addepar clients by accessing relevant documents and ensuring correct uploads. - Help maintain Document Collection workflow procedures and play-books. - Partner with Product and Engineering to improve Alternatives Document Collection UX and operational workflow efficiency. **Qualifications Required:** - Minimum 7+ years of work experience in financial advisory, FinTech, or banking industries. - Experience in managing teams, cross-functional projects, or learning and development initiatives. - Excellent communication and interpersonal skills. - Ability to think critically, balance multiple projects, and demonstrate problem-solving abilities. - Detail-oriented with good documentation and follow-through techniques. - Familiarity with Salesforce, Jira, Google Suite, and Microsoft Excel is preferable.,