Data Integrations Lead — Bridge Biz & Tech (Hybrid)

Jobot; Saint Petersburg (FL); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Hybrid work environment

Health insurance

401(k) match

Performance bonus

Tuition reimbursement

Job summary

Jobot is seeking a data integration professional to guide data readiness and migration as advisory firms transition from legacy systems to our enterprise platforms. You will translate business needs into clear integration requirements and collaborate with business analysts, engineers, operations, and advisory firm leaders to ensure data is complete, accurate, and ready for use.

You will lead data discovery, mapping, cleanup, validation, and migration across multiple systems, assess platform

Qualifications

• 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.

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 migration

Data analysis

Data readiness

Communication with stakeholders

Tools

Databricks

Snowflake

CRM platforms

Job description

Jobot is seeking a data integration professional to guide data readiness and migration as advisory firms transition from legacy systems to our enterprise platforms. You will translate business needs into clear integration requirements and collaborate with business analysts, engineers, operations, and advisory firm leaders to ensure data is complete, accurate, and ready for use.

You will lead data discovery, mapping, cleanup, validation, and migration across multiple systems, assess platform