wealth management / bridge between business and tech
This Jobot Job is hosted by: Katrina McFillin
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Salary: $150,000 - $175,000 per year
A bit about us:
We're a growing wealth management organization that partners with advisory firms nationwide, providing the technology, infrastructure, and operational support to help them thrive while preserving their client-first culture. As new firms join us, we're focused on making their transition to our shared platforms accurate, thoughtful, and seamless for advisors and clients.
Why join us?
Own meaningful integration work that directly supports our growth and the success of our partner firms.
Bridge business and technology, this is not a coding role.
Help build repeatable processes and data standards rather than simply follow an established playbook.
Work closely with business analysts, engineers, operations teams, and advisory firm leaders.
Premium health, dental, and vision insurance, 401(k) + company match, performance bonus, tuition reimbursement, pet insurances, paid paternity leave, and hybrid work environment in Southwest Austin
Job Details
You'll guide data readiness and migration as advisory firms transition from legacy systems to our enterprise platforms. Sitting between business analysts and engineers, you'll translate business needs into clear integration requirements and help ensure data is complete, accurate, and ready for use.
What you'll do:
Lead data discovery, mapping, cleanup, validation, and migration across CRM, reporting, client portal, trading, and portfolio management systems.
Assess existing platforms and data structures to identify gaps, dependencies, and migration risks.
Coordinate timelines and issue resolution with internal teams, technology vendors, and incoming firms.
Validate data before and after conversions, supporting testing, reconciliation, and successful go-lives.
Explain technical issues clearly, building trust with advisors and other nontechnical stakeholders.
Document data flows, requirements, and processes to make future integrations more consistent and scalable.
What you'll bring:
Relevant experience in wealth management, fintech, financial services operations, data analysis, or platform implementation.
Demonstrated experience supporting data migrations, system conversions, or complex platform integrations.
Familiarity with wealth technology platforms such as Orion, Redtail, Tamarac, Black Diamond, Salesforce, Envestnet, or Addepar.
An understanding of data structures, mapping, integration concepts, and data quality; hands-on coding is not required.
Familiarity with Databricks preferred; Snowflake experience is also welcome.
Clear, confident communication and the ability to translate between business and technical teams.
A proactive, organized approach, with the judgment to work independently, surface risks early, and follow through.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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- Dice Id: 91113390
- Position Id: 751867645
- Posted 1 day ago
