Data Support Analyst - Wealth Management

Job Description

As a Data Support Analyst-Wealth Management, you will support Wealth Data Governance by monitoring data transmissions, investigating data quality issues, and assisting with the execution of data controls and documentation. This role focuses on hands-on analysis, issue resolution, and collaboration with senior team members to ensure reliable data delivery across wealth platforms.

This position is ideal for an analyst who is detail-oriented, eager to learn, and looking to grow deeper expertise in wealth data, governance, and data operations.

Key Responsibilities

• Monitor data feeds and interfaces to identify data quality issues or transmission failures.
• Investigate and resolve data discrepancies across Wealth Management systems with guidance from senior team members.
• Execute data validation, reconciliation, and quality checks to ensure accuracy and completeness.
• Assist with documenting data flows, feed specifications, transmission schedules, and issue logs.
• Support incident tracking, root cause analysis, and remediation activities.
• Partner with business and technology teams to clarify data requirements and support issue resolution.
• Communicate findings, status updates, and questions clearly to team members and stakeholders.
• Contribute data governance processes and control execution.
• Support ongoing improvements to data quality, monitoring, and documentation practices.
• Manage assigned tasks effectively while balancing multiple priorities.

Required Qualifications

• Minimum 3 years of experience in an analytical, data, or operations-focused role.
• Strong attention to detail and commitment to data accuracy and quality.
• Hands-on experience with data analysis, data quality checks, or data loading processes.
• Working knowledge of SQL and Excel; familiarity with Power BI or other reporting tools is a plus.
• Strong critical thinking and problem-solving skills.
• Ability to communicate clearly and work collaboratively across teams.

Preferred Qualifications

• Experience in Financial Services, particularly Wealth Management or Investments.
• Familiarity with data governance concepts, data stewardship, or data controls.
• Exposure to data transmissions, system integrations, or vendor data feeds.
• Experience with Salesforce.
• Demonstrated past job stability

Education

• Bachelor's degree in Data Analytics, Computer Science, Business, Finance, or a related field (or equivalent experience).
• Advanced degree is a plus.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F 8-5 PM ET ; 4 days in the office/ potential for 1 day work from home
  
  *Work Authorization: This role is NOT eligible for new employer-sponsored or current H-1 B visa holders.

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family statparenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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