Data Integrations Lead: Bridge Biz & Tech (Hybrid)

Jobot; Houston (TX); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) + company match

Performance bonus

Tuition reimbursement

Pet insurance

Paternity leave

Hybrid work

Job summary

Jobot is seeking a data integration leader to guide data readiness and migration as advisory firms move to our enterprise platforms. You will translate business needs into clear integration requirements and ensure data is complete, accurate, and ready for use.

Work closely with business analysts, engineers, and advisory firm leaders in a hybrid environment. You’ll shape repeatable data processes and contribute to scalable data standards across CRM, reporting, and portfolio systems.

Qualifications

• 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 (Orion, Redtail, Tamarac, Black Diamond, Salesforce, Envestnet, Addepar).
• Understanding of data structures, mapping and integration concepts; hands-off coding not required.

Responsibilities

• Lead data discovery, mapping, cleanup, validation, and migration across CRM, reporting, client portal, trading, and portfolio systems.
• Assess platforms and data structures to identify gaps, dependencies and migration risks.
• Coordinate timelines and issue resolution with internal teams, vendors, and incoming firms.
• Validate data before and after conversions, supporting testing and go-lives.
• Explain technical issues clearly to nontechnical stakeholders and build trust.
• Document data flows and processes to enable future integrations.

Skills

Wealth management

Data analysis

Platform implementation

Fintech operations

Tools

Orion

Redtail

Tamarac

Black Diamond

Salesforce

Envestnet

Addepar

Databricks

Snowflake

Job description

Jobot is seeking a data integration leader to guide data readiness and migration as advisory firms move to our enterprise platforms. You will translate business needs into clear integration requirements and ensure data is complete, accurate, and ready for use.

Work closely with business analysts, engineers, and advisory firm leaders in a hybrid environment. You’ll shape repeatable data processes and contribute to scalable data standards across CRM, reporting, and portfolio systems.