Data Integrations Lead

Jobot; New York (NY); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Hybrid work environment in Southwest 5

Premium health, dental, and vision

401(k) + company match

Performance bonus

Tuition reimbursement

Pet insurances

Paid paternity leave

Job summary

Jobot in New York is seeking a data integration professional for wealth management platforms. You’ll guide data readiness and migration across CRM, reporting, client portal, trading, and portfolio management systems.

You’ll translate business needs into integration requirements, identify gaps and risks, coordinate timelines with teams and vendors, and validate data before and after conversions to ensure go-lives are successful.

Qualifications

• Experience supporting data migrations, system conversions, or complex platform integrations.
• Knowledge of wealth tech platforms and data structures, mapping, and integration concepts.
• Ability to translate between business and technical teams and document data flows clearly.

Responsibilities

• 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.

Skills

Data analysis

Data mapping

Stakeholder communication

Problem solving

Tools

Orion

Redtail

Tamarac

Black Diamond

Salesforce

Envestnet

Addepar

Databricks

Snowflake

Job description

Job details:

wealth management / bridge between business and tech

This Jobot Job is hosted by: Katrina McFillin

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.