Data Operations Analyst

CI Financial; Miami (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan

Medical Plan

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient seeks a data-focused professional to manage data operations, oversee data integrity, and support M&A integrations within a leading wealth-management platform. You will work across Salesforce, Addepar, Vestmark, and related systems to ensure accurate client data, authoritative processes, and thorough documentation.

Ideal candidates have 2–3+ years in data analytics or data science, a finance/consulting background, and strong SQL/Excel capabilities, with the ability to work independently

Qualifications

• 2-3+ years of experience in data science or analytics roles.
• Background in Financial Services, consulting, or high-growth technology environments preferred.
• Distinguished academic track record in quantitative discipline.

Responsibilities

• Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others
• Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support.
• Data conversions and migrations to integrate newly acquired firms into Corient.
• Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations).

Skills

Data operations

SQL

DBT

Salesforce

Addepar

Excel modeling

Analytical thinking

Communication

Education

Quantitative discipline

Tools

Salesforce

Addepar

Vestmark

DBT

SQL

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Key Responsibilities

• Data management. Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others

• Data integrity. Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support.

• M&A support. Data conversions and migrations to integration newly acquired firms into Corient.

• Documentation. Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations).

Qualifications

• 2-3+ years of experience in data science or analytics roles.

• Background in Financial Services, consulting, or high- growth technology environments preferred.

• Distinguished academic track record in quantitative discipline.

Skills and competencies

• Experience in data operations, data management, or equivalent role

• Demonstrated familiarity with advanced data tooling (e.g., SQL, DBT), or a strong aptitude to ramp up quickly in these tools.

• Previous experience with platforms like Salesforce or Addepar, or a strong aptitude to ramp up quickly in these tools.

• Advanced Excel modeling skills preferred.

• Strong analytical, problem-solving, and critical thinking skills.

• Effective communication, both orally and in writing.

• Strong documentation and attention to detail.

• Ability to work independently and collaboratively in a fast- paced, dynamic environment.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post- employment obligations relating to non- solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance

• Employer paid Short-term & Long-term Disability

• Paid Maternity & Parental Leave

• Flexible Spending Accounts & Health Savings Accounts

• Dependent Care FSA

• Commuter & Transit FSA

• Corporate Discount Program - Perkspot

• Training Reimbursement

• Paid Professional Designations

• Giving back to the community - Volunteer days

Corient is one of the fastest- growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.