Senior Data Management Lead: Custodian Ops & M&A Migrations

Cerity Partners Management LLC; Odessa (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Volunteer/community support

Commuter benefits

Job summary

Cerity Partners seeks a Senior Associate, Client & Custodian Data Management to lead custodian migrations and run day‑to‑day operations across Schwab, Fidelity, and Pershing. The role balances hands‑on data work with cross‑functional project leadership and stakeholder liaison.

You will develop an end‑to‑end understanding of custodial data flows, troubleshoot feeds to Orion and Salesforce, and document processes for team adoption.

Qualifications

• Experience leading cross‑functional migrations and projects.
• Ability to troubleshoot data and workflow issues across platforms.
• Strong communication with advisors, colleagues, and stakeholders.

Responsibilities

• Lead merger and practice migration projects from start to finish.
• Manage day‑to‑day custodian operations across multiple platforms.
• Coordinate data feed configurations between custodians and reporting systems.
• Create training and documentation for custodian workflows.

Skills

Project leadership

Systems thinking

Custodian operations

Data migrations

Stakeholder communication

Tools

Orion

Salesforce

Job description

Cerity Partners seeks a Senior Associate, Client & Custodian Data Management to lead custodian migrations and run day‑to‑day operations across Schwab, Fidelity, and Pershing. The role balances hands‑on data work with cross‑functional project leadership and stakeholder liaison.

You will develop an end‑to‑end understanding of custodial data flows, troubleshoot feeds to Orion and Salesforce, and document processes for team adoption.