Wealth Tech Onboarding & Data Migration Consultant

VFL Management Consulting; New York (NY); On-site; USD 70,000 - 130,000; Full time

Job summary

A consulting firm based in New York is seeking a Management Consultant specializing in Client Onboarding and Data Migration. This professional will manage crucial projects for wealth management clients, focusing on data integration and reporting accuracy. Ideal candidates have a background in financial technology, along with strong data migration experience. The role demands excellent project management and communication skills. An entrepreneurial mindset and the ability to work effectively in a team are essential. Immediate start available.

Qualifications

• 5–7 years of experience in financial technology consulting, data migration, or wealth management operations.
• Hands-on experience with Addepar or substantial experience with performance and reporting tools.
• Understanding of performance measurement methodologies including TWR, IRR, and benchmarking frameworks.

Responsibilities

• Manage end-to-end client onboarding projects for wealth management firms.
• Analyze, map, and transform client data from custodians and portfolio management systems.
• Identify and resolve data quality issues to ensure accuracy across holdings and transactions.

Skills

Financial technology consulting

Data migration

Wealth management operations

SQL

Excellent communication

Problem-solving skills

Project management

Agile methodologies

Education

Bachelor’s degree in Finance, Information Systems, Data Analytics, or related field

Tools

Addepar

Black Diamond

Orion

Tamarac

Clearwater Analytics

Job description

A consulting firm based in New York is seeking a Management Consultant specializing in Client Onboarding and Data Migration. This professional will manage crucial projects for wealth management clients, focusing on data integration and reporting accuracy. Ideal candidates have a background in financial technology, along with strong data migration experience. The role demands excellent project management and communication skills. An entrepreneurial mindset and the ability to work effectively in a team are essential. Immediate start available.