Custodian Integration Manager

Vaco Recruiter Services; Phoenix (AZ); On-site; USD 72,000 - 120,000; Full time

Job summary

Vaco Arizona is hiring a Custodian Integration Manager to lead data integration efforts across custodians, ensuring seamless data flow between custodians, platforms, and internal systems. This senior role oversees data feeds, APIs, and governance to support wealth management operations.

The position is based onsite in Tempe, AZ or Austin, TX, with responsibility for enhancing workflows, addressing data issues, and coordinating with technology and business teams.

Qualifications

• 5+ years of experience in Wealth Management, Investment Operations, Broker-Dealer, RIA, or Financial Services environments.
• Experience working with custodians, clearing firms, portfolio accounting platforms, or investment data providers.
• Strong understanding of investment account data, transactions, positions, and securities.
• Experience managing or supporting data integrations, APIs, and third-party technology platforms.

Responsibilities

• Manage relationships with custodians, clearing firms, and third-party data providers.
• Oversee account, transaction, position, and investment data feeds.
• Monitor and troubleshoot data integration issues, feed failures, and connectivity problems.
• Partner with technology and data teams to enhance systems, workflows, and processes.
• Develop and prioritize product enhancements and integration roadmaps.
• Gather business requirements from key stakeholders and translate them into actionable solutions.
• Ensure data governance, regulatory, and compliance requirements are met.
• Monitor APIs and automated data connections to maintain data accuracy and reliability.
• Lead cross-functional projects involving wealth management technology and data integrations.
• Support scalable growth by improving operational efficiency and data accessibility.

Skills

Wealth Management

Data integration

APIs

Stakeholder management

Tools

APIs

Third-party data providers

Job description

Vaco Arizona is partnering with a top company in Tempe to hire a Custodian Integration Manager. This is a direct-hire opportunity paying up to $120,000 annually. The position can be based onsite in Tempe, AZ or Austin, TX.

This is a senior-level role responsible for managing custodian data integrations across the organization, ensuring the seamless flow of investment and account data between custodians, technology platforms, and internal business systems.

Responsibilities

• Manage relationships with custodians, clearing firms, and third-party data providers
• Oversee account, transaction, position, and investment data feeds
• Monitor and troubleshoot data integration issues, feed failures, and connectivity problems
• Partner with technology and data teams to enhance systems, workflows, and processes
• Develop and prioritize product enhancements and integration roadmaps
• Gather business requirements from key stakeholders and translate them into actionable solutions
• Ensure data governance, regulatory, and compliance requirements are met
• Monitor APIs and automated data connections to maintain data accuracy and reliability
• Lead cross-functional projects involving wealth management technology and data integrations
• Support scalable growth by improving operational efficiency and data accessibility

Requirements

• 5+ years of experience in Wealth Management, Investment Operations, Broker-Dealer, RIA, or Financial Services environments
• Experience working with custodians, clearing firms, portfolio accounting platforms, or investment data providers
• Strong understanding of investment account data, transactions, positions, and securities
• Experience managing or supporting data integrations, APIs, and third-party technology platforms

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.