Data Migration Consultant Wealth Management
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Management Consultant Wealth Management (Client Onboarding & Data Migration)
Hybrid (US) WealthTech / Financial Services Consulting
Our client a global financial services transformation consultancy is seeking a Management Consultant to support wealth management onboarding and data migration projects. Youll work with leading firms to implement portfolio & performance reporting platforms improve data quality and streamline operational workflows.
What Youll Do
Lead end-to-end client onboarding & data migration into reporting platforms
Map cleanse & reconcile custodial and legacy data
Configure benchmarks performance calculations & reporting structures
Build data ingestion pipelines and workflows
Collaborate with engineering product teams & wealth operations
Train client users and develop onboarding best practices
What You Bring
57 years in fintech consulting data migration or wealth ops
Experience with Addepar or tools like Black Diamond Orion Tamarac Clearwater
Strong knowledge of custodial data feeds (Schwab Fidelity Pershing etc.)
Understanding of TWR IRR benchmarking and performance reporting
SQL / ETL experience and strong client-facing skills
Agile knowledge; Scrum cert a plus
Why Join
Global consulting environment with strong FS expertise
Robust training mobility opportunities & inclusive culture
Competitive compensation hybrid work & full benefits from day 1
Required Experience:
Contract
Key Skills
- Project Management Methodology
- Project / Program Management
- Change Management
- Order Management System
- Business Analysis
- Visio
- Data Management
- Project Management
- Metadata
- Management Consulting
- Data Analysis Skills
- Taxonomy
