Wealth Tech Data Integrations Lead

Jobot; New York (NY); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Hybrid work environment in Southwest 5

Premium health, dental, and vision

401(k) + company match

Performance bonus

Tuition reimbursement

Pet insurances

Paid paternity leave

Job summary

Jobot in New York is seeking a data integration professional for wealth management platforms. You’ll guide data readiness and migration across CRM, reporting, client portal, trading, and portfolio management systems.

You’ll translate business needs into integration requirements, identify gaps and risks, coordinate timelines with teams and vendors, and validate data before and after conversions to ensure go-lives are successful.

Qualifications

• Experience supporting data migrations, system conversions, or complex platform integrations.
• Knowledge of wealth tech platforms and data structures, mapping, and integration concepts.
• Ability to translate between business and technical teams and document data flows clearly.

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 analysis

Data mapping

Stakeholder communication

Problem solving

Tools

Orion

Redtail

Tamarac

Black Diamond

Salesforce

Envestnet

Addepar

Databricks

Snowflake

Job description

Jobot in New York is seeking a data integration professional for wealth management platforms. You’ll guide data readiness and migration across CRM, reporting, client portal, trading, and portfolio management systems.

You’ll translate business needs into integration requirements, identify gaps and risks, coordinate timelines with teams and vendors, and validate data before and after conversions to ensure go-lives are successful.