Data Migration Consultant - Wealth Management
About the positionResponsibilities• Lead end-to-end client onboarding & data migration into reporting platforms• Map, cleanse & reconcile custodial and legacy data• Configure benchmarks, performance calculations & reporting structures• Build data ingestion pipelines and workflows• Collaborate with engineering, product teams & wealth operations• Train client users and develop onboarding best practicesRequirements• 5–7 years in fintech consulting, data migration, or wealth ops• Experience with Addepar or tools like Black Diamond, Orion, Tamarac, Clearwater• Strong knowledge of custodial data feeds (Schwab, Fidelity, Pershing, etc.)• Understanding of TWR, IRR, benchmarking, and performance reporting• SQL / ETL experience and strong client-facing skills• Agile knowledgeNice-to-haves• Scrum cert a plusBenefits• Global consulting environment with strong FS expertise• Robust training, mobility opportunities & inclusive culture• Competitive compensation, hybrid work & full benefits from day 1 Apply tot his job