AI-Enabled Data Onboarding Project Lead

Advyzon; Raleigh (NC); On-site; USD 75,000 - 85,000; Full time

Job summary

Advyzon in Raleigh, NC seeks a Project Manager, Data Onboarding to lead data conversion and validation for onboarding new clients to the Advyzon platform. You will coordinate custodial data feeds, portfolio accounting data conversions, and CRM data migrations with clients and internal teams.

You will guide complex, multi-source onboarding projects, ensuring accuracy, on-time delivery, and a strong client experience while leveraging AI and automation to improve productivity and scale ongoing

Qualifications

• Bachelor's degree preferred in business, finance, or related field.
• 3+ years in project management or client onboarding roles.
• Experience with portfolio accounting systems and data conversions.
• Experience with custodial data feeds and CRM data migrations.
• Strong written and verbal communication and problem-solving.

Responsibilities

• Lead the data onboarding workstream for assigned new client implementations.
• Develop and manage project plans, milestones, dependencies, risks, and client deliverables.
• Coordinate the setup and validation of custodial data feeds.
• Manage portfolio accounting data conversions from legacy systems into Advyzon.
• Coordinate CRM data conversions, including data mapping, validation, and issue resolution.
• Ensure data onboarding activities are completed on time, accurately, and in alignment with the broader implementation plan.
• Maintain clear project documentation, status updates, decisions, and action items.

Skills

Project management

Data onboarding

Client communication

Cross-functional coordination

AI & automation

Education

Bachelor’s degree in Business/Finance/IS

Tools

Custodial data feeds

CRM data conversions

Data reconciliation

Job description

Advyzon in Raleigh, NC seeks a Project Manager, Data Onboarding to lead data conversion and validation for onboarding new clients to the Advyzon platform. You will coordinate custodial data feeds, portfolio accounting data conversions, and CRM data migrations with clients and internal teams.

You will guide complex, multi-source onboarding projects, ensuring accuracy, on-time delivery, and a strong client experience while leveraging AI and automation to improve productivity and scale ongoing