Onboarding Validation Analyst Job at Addepar (Salt Lake City)

Client Onboard Analyst

The Client Onboard Analyst 1 is a trainee professional role requiring a good kno...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in financial services preferred
knowledge of bank products in the scope of opening and maintaining of bank accounts
customer communication experience (internal/external)
knowledge on the field of finances and banking
flexibility, team spirit, loyalty
high attention to detail
good PC skills (Excel, Word)
fluent in both written and spoken English
ability to work under pressure and meet deadlines
proficient knowledge of English (written and spoken)

Job Responsibility

Processes client’s requests related to system set up including signatories’ updates and documentation lodgment
cooperates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
provides response to client and internal inquiries
prepares documentation for archiving
applies appropriate bank’s regulations while processing the requests
remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents
documents operation procedure updates
processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
verification and authorization of data entered in the systems
ensures all queries are dealt with in an efficient and timely manner

Fulltime

Portfolio Performance Analyst

This role is pivotal in leading data validation efforts for client portfolio con...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

A degree (or equivalent experience) in Finance, Mathematics, Statistics, Business or Economics
2+ years’ experience working in a financial services or fintech environment
Sound understanding of financial instruments and portfolio data
Experience with Python is a requirement
Excellent communication, organisation, and time-management skills
Self-motivated, adaptable, and comfortable working in a fast-paced setting
A proactive team player with a strong work ethic and positive approach
Must have and maintain the right to work in the United Kingdom from the first day of employment

Job Responsibility

Lead the end-to-end data validation process for client onboarding and data conversion projects
Facilitate regular client meetings and working sessions throughout the project lifecycle
Investigate and resolve performance discrepancies in portfolio data, providing clear recommendations
Review and document differences in calculation methodologies between systems
Collaborate with cross-functional project teams, keeping all parties aligned and informed on progress
Flag risks or key issues to stakeholders, including senior leadership, in a timely manner
Manage multiple concurrent projects and prioritise effectively to meet deadlines
Identify and help drive process improvements to increase efficiency, accuracy, and automation

What we offer

Reasonable accommodation for individuals with disabilities
Commitment to equal opportunity and diversity
Global flexible workforce model

Fulltime

Technical Business Analyst

We are seeking a highly motivated and experienced Technical Business Analyst to ...

Location

Poland , Warsaw

Salary:

189660.00 - 322940.00 PLN / Year

Citi

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in application development and maintenance
Proven experience working in a Business Analyst capacity, effectively bridging gaps between technology and business stakeholders
Demonstrated ability to act as a trusted advisor to business and technology teams
Extensive experience in managing and implementing successful projects, coupled with working knowledge of consulting and project management methodologies
Proven ability to perform under pressure and effectively manage deadlines or shifting expectations and requirements
Experience in JAVA, ORACLE SQL, and microservices is a plus
Experience in the client onboarding lifecycle and domain is preferred

Job Responsibility

Regional Stakeholder Management: Serve as the primary point of contact for regional stakeholders concerning client onboarding wealth applications
Global Technology Interface: Interface regularly with technology leads globally to understand solution roadmaps, provide regional insights, and propagate feedback from the EMEA region
Cross-Departmental Collaboration: Actively interact with stakeholders across various departments to gather feedback, identify pain points, and ensure alignment on client onboarding processes and systems
L3 Application Support & Coordination: Provide L3 support for client onboarding applications, coordinating with technical teams to resolve complex issues and minimize downtime
Business Analysis & Liaison: Function as the key business analyst liaison for client onboarding initiatives within the EMEA region, translating business requirements into technical specifications
Audit Assistance: Assist with internal and external audits related to client onboarding applications and processes, ensuring compliance and providing necessary documentation
User Interaction & Requirement Elicitation: Facilitate user workshops, conduct interviews, and employ various techniques to elicit, analyze, document, and validate business requirements from end-users
Solution Propagation: Drive the adoption and effective utilization of new and existing technological solutions across the EMEA region for client onboarding

What we offer

Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidized via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform

Fulltime

Technical Business Analyst

We are seeking a highly motivated and experienced Technical Business Analyst to ...

Location

Poland , Warsaw

Salary:

189660.00 - 322940.00 PLN / Year

Citi

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in application development and maintenance
Proven experience working in a Business Analyst capacity, effectively bridging gaps between technology and business stakeholders
Demonstrated ability to act as a trusted advisor to business and technology teams
Extensive experience in managing and implementing successful projects, coupled with working knowledge of consulting and project management methodologies
Proven ability to perform under pressure and effectively manage deadlines or shifting expectations and requirements
Experience in JAVA, ORACLE SQL, and microservices is a plus
Experience in the client onboarding lifecycle and domain is preferred

Job Responsibility

Regional Stakeholder Management: Serve as the primary point of contact for regional stakeholders concerning client onboarding wealth applications
Global Technology Interface: Interface regularly with technology leads globally to understand solution roadmaps, provide regional insights, and propagate feedback from the EMEA region
Cross-Departmental Collaboration: Actively interact with stakeholders across various departments to gather feedback, identify pain points, and ensure alignment on client onboarding processes and systems
L3 Application Support & Coordination: Provide L3 support for client onboarding applications, coordinating with technical teams to resolve complex issues and minimize downtime
Business Analysis & Liaison: Function as the key business analyst liaison for client onboarding initiatives within the EMEA region, translating business requirements into technical specifications
Audit Assistance: Assist with internal and external audits related to client onboarding applications and processes, ensuring compliance and providing necessary documentation
User Interaction & Requirement Elicitation: Facilitate user workshops, conduct interviews, and employ various techniques to elicit, analyze, document, and validate business requirements from end-users
Solution Propagation: Drive the adoption and effective utilization of new and existing technological solutions across the EMEA region for client onboarding

What we offer

Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidized via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform

Fulltime

Onboarding Analyst

As an Onboarding Analyst at Equals Group, you will be an integral part of a dedi...

Location

United Kingdom , London

Salary:

Not provided

Equals Group PLC

Expiration Date

Until further notice

Requirements

2+ years of experience in KYC/CDD, preferably within the fintech or payments industry
Strong knowledge of KYC/CDD regulations, AML compliance, and financial crime prevention
Strong analytical and problem-solving skills, with the ability to identify and mitigate potential risks effectively
Ability to work efficiently in a fast-paced environment, managing multiple priorities while maintaining a high level of accuracy and attention to detail
Excellent communication and interpersonal skills, with the ability to collaborate cross-functionally with teams such as Compliance, Risk, and Relationship Management
Proficiency in using onboarding and compliance management systems

Job Responsibility

Conduct Customer Due Diligence (CDD) and risk assessments on new business and personal customer applications, ensuring compliance with AML regulations
Verify and validate the accuracy of customer information and supporting documentation, including identification, corporate structures, and Ultimate Beneficial Owners (UBOs)
Perform sanctions, Politically Exposed Persons (PEP), and adverse media screening to identify potential risks
Analyse customer profiles and transactional behavior to identify any inconsistencies or red flags, escalating potential risks to Senior Onboarding Analysts or Team Leaders
Conduct detailed checks to ensure that all customer information is accurate, up to date, and meets compliance standards
Collaborate with Compliance, Risk, and Relationship Management teams to resolve onboarding issues and obtain additional information when required
Maintain accurate and comprehensive records of onboarding activities, including detailed notes and audit trails
Ensure adherence to internal policies, AML regulations, and other compliance requirements throughout the onboarding process
Continuously monitor and stay up to date with changes in regulatory requirements, ensuring onboarding practices are adjusted accordingly
Contribute to the implementation of process improvements to enhance the efficiency and effectiveness of the onboarding function

What we offer

25 days holiday per year + your birthday off
Opportunities for progression, development and learning new skills - £250 towards the cost of learning & development
Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere
GetActive with Aviva - Health and Wellbeing discounts on services and products
Interbank currency rates on travel money and international transfers
Bupa Private Healthcare
Free Eye Test and £50 up to the cost of glasses
EAP Service - Mental Health Services
Life Assurance Policy - x3 annual salary
Contributory pension scheme

Fulltime

Senior Director, Customer Adoption Marketing

The Sr. Director of Customer Adoption Marketing is a senior, highly visible lead...

Location

United States , New York

Salary:

260000.00 - 325000.00 USD / Year

BlackLine

Expiration Date

Until further notice

Requirements

12+ years of experience in Customer Marketing, Product Marketing, Lifecycle Marketing, or GTM leadership within enterprise SaaS
5+ years in senior leadership roles, building and scaling customer-facing marketing or adoption functions
Proven experience designing and operating customer adoption, advocacy, and expansion programs at scale
Strong understanding of enterprise customer lifecycles, renewal dynamics, and value realization
Demonstrated ability to partner cross-functionally with Product, Sales, Customer Success, Enablement, and Executive Leadership
Track record of elevating a function from reactive service delivery to strategic business ownership
Exceptional storytelling, executive communication, and stakeholder influence skills
Data-driven mindset with experience tying customer programs to business outcomes (adoption, retention, expansion, win rates)

Job Responsibility

Define and lead BlackLine’s global Customer Adoption Marketing strategy, spanning onboarding, adoption, value realization, expansion, and advocacy
Establish Customer Adoption Marketing as a strategic GTM function, aligned to corporate priorities, platform strategy, and product roadmaps
Own vision, operating model, success metrics, and roadmap for all customer adoption programs through deep alignment with Customer Success, Lifecycle and Marketing teams where applicable
Partner deeply with Customer Success, Lifecycle Marketing, and RevOps to design and execute customer adoption, education, and expansion programs
Translate product value and roadmap evolution into adoption-driven campaigns and customer motions
Support renewal and expansion goals by reinforcing realized value and future-state opportunity
Assist with evolution of Blackline community ecosystem of BlackLine’s customer community ecosystem, including, BlackLine User Groups, customer councils and advisory boards, executive peer forums and leadership programs
Partner with Customer Success, Field Marketing, Events, and Product to ensure community programs reinforce adoption and education, surface customer insights that inform roadmap and GTM strategy, and strengthen peer-to-peer advocacy and executive relationships
Ensure community programs are outcome-driven, with clear alignment to adoption, retention, expansion, and customer satisfaction goals
Lead global customer storytelling and advocacy programs, including customer case studies and success stories, customer references and executive advocacy, and peer review platforms (G2, Gartner Peer Insights, TrustRadius, etc.)

What we offer

short-term and long-term incentive programs
robust offering of benefit and wellness plans

Fulltime

Business Analyst – (SailPoint IIQ)

Location

United States , Quincy, MA

Salary:

Not provided

Hire IT People, Inc

Expiration Date

Until further notice

Requirements

bachelor's degree or equivalent in engineering or equivalent in a related field or a foreign equivalent is required closely related field with relevant experience

Job Responsibility

analyze business needs and define use cases for integrating applications, ensuring the right access governance controls are in place
Collaborate with business and technical stakeholders to gather requirements for application onboarding into SailPoint IIQ
Work closely with IAM engineers to map out the technical steps for application onboarding, from requirement documentation to production deployment
Support testing and validation of applications onboarded into the SailPoint IIQ environment
Conduct business analysis to identify and define user roles, access requirements, and entitlements across applications
Facilitate workshops with business owners and application teams to understand user access needs and define RBAC models
Create documentation on role structures, access profiles, and user provisioning workflows
Collaborate with IAM engineers to configure roles and profiles within SailPoint IIQ based on business requirements
Work with business and compliance teams to ensure all role-based access controls meet regulatory and organizational standards (e.g., SOX, GDPR, HIPAA)
Assist in the implementation of access certification campaigns and periodic reviews, ensuring users’ access is appropriate based on business rules

Tax Operations Analyst

Embark on a transformative journey as a Tax Operations Analyst. At Barclays, our...

Location

United States , Whippany

Salary:

64000.00 - 87000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Understanding and validating US W 8 and W 9 tax documentation in accordance with IRS regulations
Supporting onboarding and remediation activities driven by regulatory changes
Applying a basic understanding of financial products within the investment banking industry
Communicating effectively with internal and external stakeholders, including clients, sales teams, and onboarding partners
Using Microsoft Excel, PowerPoint, and Outlook with confidence in a collaborative, team focused environment

Job Responsibility

Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Collaboration with teams across the bank to align and integrate operational processes
Identification of areas for improvement and providing recommendations in operational processes
Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in banking operations
Participation in projects and initiatives to improve operational efficiency and effectiveness

What we offer

Medical, dental and vision coverage
401(k)
life insurance
other paid leave for qualifying circumstances
incentive award eligibility
health and fitness centre with gym facilities and fitness classes
shuttle bus service
onsite parking
childcare
excellent food options

Fulltime

Onboarding Validation Analyst

Addepar

Location:
United States , Salt Lake City

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 05, 2025

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Onboarding Validation Analyst

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Location:United States , Salt Lake City

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Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 05, 2025

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