We are seeking a Senior Data Integration Consultant to support a strategic initiative to modernize and scale a wealth management data platform. You will integrate data across multiple systems, enable automated client onboarding workflows, and support enterprise-wide adoption of wealth management technologies.
This is not a traditional software development role. We need someone who understands both the business context of financial data and the technical processes required to move, transform, and operationalize it across platforms.
Key Responsibilities
Analyze and document existing data workflows and integration processes
Design and implement scalable data integration solutions across wealth management platforms
Develop and maintain automated workflows for client reporting and data distribution
Integrate data from portfolio accounting, alternative investments, client reporting, and other financial systems
Collaborate with business stakeholders, data teams, and technology partners to ensure accurate, reliable data delivery
Support data modeling, mapping, transformation, and quality validation
Build production-ready integration processes using APIs and integration platforms
Help establish best practices for data governance, automation, and platform scalability
Troubleshoot data issues and optimize existing workflows
Participate in architecture discussions and recommend process improvements
Required Qualifications
5+ years of experience in Wealth Management, Private Banking, Asset Management, Investment Management, or Financial Services
Hands-on experience with wealth management data domains:
Portfolio data
Client reporting
Alternative investments
Investment accounting
Client account structures
Hands-on experience implementing or supporting data integrations and automation initiatives
Strong understanding of APIs, data movement, data transformation, and integration architecture
Proven ability to deliver and support productionized solutions rather than ad hoc or manual processes
Strong communication skills, with the ability to bridge technical and business discussions
Ability to work independently in a fast-paced project environment
Apache Airflow, Python, ETL/ELT, API development and integration
Preferred Background
Candidates from smaller or mid-sized wealth management organizations are particularly attractive, as they often carry broader ownership of design, implementation, and operations. The ideal consultant combines technical execution with a strong understanding of financial business processes.
What We’re Looking For
Practical wealth management and financial services experience
Knowledge of investment and client data domains
Experience building and operationalizing scalable integrations
Exposure to platforms such as Addepar and alternatives platforms such as Canoe
A balance of business acumen and technical expertise
The ability to explain not just how a solution was built, but why, and how it supports the business
Nice to Have
Addepar implementation experience
Canoe platform experience
Alternative investment data expertise
Experience supporting client onboarding and client reporting platforms
Experience at investment management firms, RIAs, family offices, or private wealth organizations
