Role Senior Data Integration Consultant – Wealth Management Platforms
Duration 12-Months (Potential Extension)
Location Remote, EST
Submission Requirements: Please note, prior to client submission, client requires that candidates pass a technical assessment
Job Description
Our client, an independent investment management organization, is seeking Senior Data Integration Consultant within the Financial Services & Private Wealth Management Domain.
The consultant will be focused on helping to drive the modernization and scalability of their wealth management platform, Addepar, through automated integrations that streamline client onboarding, reporting, and data flows across enterprise systems.
The requirement is less about finding a pure Addepar expert and more about finding professionals who combine private wealth management domain knowledge with hands-on data integration and automation experience.
U.S. Professional Experience: 4+ Years
Top Skills: Adjacent technologies are acceptable if candidates demonstrate the right business understanding and ability to productionize scalable solutions
- Required Financial Services Experience: Private Wealth Management, Private Banking, Asset Management, Investment Management
- Exposure to Wealth Management Platforms: Addepar, Canoe (or comparable wealth management platforms)
- Knowledge of Wealth Management Data Domains: Client reporting, Investment/accounting data, alternatives data, etc.
- Key Technologies: Addepar, Canoe (alternative investments platform), Snowflake, Boomi (ETL)
- Integrations: Experience building and operationalizing scalable integrations.
- APIs: API integrations and data movement tools
- Business acumen & technical expertise: The ability to explain not just how a solution was built, but why it was built and how it supports the business.
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