Operations - Data & Operations Integration Lead

Bluespring Wealth Partners; Austin (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Data & Operations Integration Lead to own end-to-end data readiness, cleanup, and migration as firms move from legacy systems into enterprise platforms.

You will collaborate with IT, compliance, and operations to ensure scalable, secure migrations during acquisitions and platform integrations. The role requires 6+ years in wealth management/finance operations, a related Bachelor's degree, and experience with CRM and data tools like Salesforce, Informatica, and

Qualifications

• 6+ years of related experience in wealth management, fintech, financial services operations, or related fields.
• Bachelor’s degree in a related field required.
• CDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred.

Responsibilities

• Own end-to-end data readiness planning and migration activities.
• Lead data discovery, mapping, cleanup, and migration for acquisitions.
• Coordinate migrations across advisor platforms and teams.
• Ensure data accuracy, completeness, and integrity before/after migrations.
• Partner with Compliance, Platform, and Ops to meet regulatory requirements.
• Document data flows and integration dependencies for knowledge transfer.

Skills

Data governance

Data integration

Project leadership

Regulatory awareness

Education

Bachelor's degree

Tools

Salesforce

Redtail

Orion

Black Diamond

Addepar

Tamarac

Informatica

Talend

Matillion

Fivetran

integrate.io

DemandTools

TIBCO Clarity

Alteryx

MammothAnalytics

Kafka

Debezium

Job description

The Data & Operations Integration Lead will own the end‑to‑end data readiness, cleanup, and migration process as firms move from legacy systems into our enterprise platforms in partnership with resources from IT. This role is ideal for someone who enjoys working at the intersection of technology, data, and operations in a fast‑paced, acquisition‑driven environment.

What You’ll Do

• Lead data discovery, mapping, cleanup, and migration activities for acquired RIAs transitioning into the corporate RIA.
• Own end‑to‑end data readiness planning to ensure legacy data is in a clean, consistent, and migration‑ready state prior to system conversions.
• Execute and oversee data migrations across key advisor platforms, including:
• Client Relationship Management (CRM)
• Investor / Client Portals
• Performance Reporting
• Trading and Portfolio Management systems
• Validate data accuracy, completeness, and integrity before and after migrations.
• Serve as the primary technology and data integration partner for newly acquired firms.
• Assess existing RIA technology stacks data structures to identify risks, gaps, and dependencies.
• Coordinate migration timelines and dependencies across internal teams and external technology providers.
• Ensure smooth advisor and staff experience throughout the transition process.
• Help develop and refine repeatable, scalable data migration and integration processes.
• Identify opportunities to improve data quality standards and ongoing data governance practices.
• Partner with platform, compliance, and operations teams to ensure migrations align with regulatory and security requirements.
• Support adoption of standardized systems and best practices following migration.
• Partner with Platform, Technology, and Shared Services teams to help design and implement standardized operational and data processes as new enterprise technology is introduced into the common tech stack.
• Support the definition of data standards, workflows, and integration requirements for new systems prior to rollout.
• Ensure new enterprise tools are implemented in a way that supports scalability, data integrity, and repeatable onboarding for future acquisitions.
• Document data flows, integration dependencies, and operational processes to support consistency and knowledge transfer.
• Act as a bridge between product, technology, and operations to ensure data readiness and adoption are addressed early in the implementation lifecycle.

What You Bring

• 6+ years of related experience in wealth management, fintech, financial services operations, or related fields.
• Bachelor’s degree in a related field required.
• CDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred.
• Direct experience with advisor technology platforms such as Salesforce, Redtail, Orion, Black Diamond, Addepar, Tamarac, or similar systems strongly preferred.
• Demonstrated experience leading or supporting data migrations, platform integrations, or system conversions.
• Familiarity with RIA regulatory considerations (SEC) and data security best practices.
• Experience supporting enterprise platform implementations or major system transformations within a wealth management or financial services environment preferred.
• Familiarity with integration concepts such as APIs, data mapping, ETL processes and tools (Informatica, Talend, Matillion, Fivetran), or vendor‑led conversions a plus (hands‑on technical development not required).
• Familiarity with data cleansing and quality tools (integrate.io, DemandTools, TIBCO Clarity), analysis and QA platforms (Alteryx, MammothAnalytics), streaming/CDC systems (Kafka, Debezium).

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long‑term growth within the firm.
• Tuition reimbursement for qualified expenses.

Equal Employment Opportunity Statement

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.