Wealth Management Data Specialist / Data Analyst

Position Summary

Seeking a Data Specialist/Data Analyst to support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform. The role involves analyzing custodian data feeds, mapping attributes to a canonical data model, ensuring data quality, and supporting platform integration efforts.

Key Responsibilities

Analyze and map data from multiple custodian platforms including Fidelity, Schwab, Pershing, and LPL Financial.
Develop and maintain source-to-target mapping documents and canonical data models.
Resolve data inconsistencies, naming conflicts, and format mismatches across data feeds.
Support data ingestion, transformation, validation, and integration processes.
Perform data profiling, quality analysis, and validation checks.
Maintain data lineage, mapping documentation, and governance standards.
Collaborate with business, operations, and technology teams to gather and validate requirements.
Provide status updates, gap analysis, and issue tracking for leadership and stakeholders.

Required Qualifications

3–6 years of experience in data analysis, data mapping, or data integration.
Strong experience in Wealth Management or Financial Services domain.
Knowledge of custodian data structures and operations (Fidelity, Schwab, Pershing, LPL preferred).
Experience with advisor data including holdings, transactions, client demographics, and portfolio performance.
Strong understanding of data harmonization, canonical data modeling, and data governance.
Proficiency in SQL for data analysis and validation.
Experience with ETL/data integration tools such as Informatica, Talend, or SSIS.
Familiarity with CSV, XML, JSON, and fixed-width file formats.
Strong analytical, documentation, and stakeholder communication skills.

Preferred Qualifications

Experience with WM platform migrations or multi-source data integration projects.
Knowledge of Python or scripting for data transformation.
Certifications such as CDMP, CBAP, CAIA, or CFA Level I are a plus.

Posted By