Data Operations & Quality Lead

Are you a data expert who finds beauty in a perfectly reconciled spreadsheet and high-fidelity business intelligence Were seeking a Data Operations & Quality Lead to own the technical health and integrity of our client this builder role you are the master of the engine. You will focus entirely on the how by managing the ETL processes system integrations and automated workflows that keep our ecosystem running. While our Solutions Architect designs the models you own the craft of data operations to ensure every data point is validated auditable and 100% accurate. If youre a technical doer who thrives on building scalable infrastructure for a premier wealth management firm wed love to hear from you.

Location: This position is preferably based in Des Moines IA or Coralville IA. A hybrid work schedule is available with a mix of in-office and remote work to support collaboration flexibility and business needs.

Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals families and business owners. By combining personalized financial planning with professional asset management tax optimization and estate strategies they unify every aspect of a clients financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans Financial Integrators uses a collaborative team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.

What Youll Do

Own Technical Data Onboarding (ETL & Integration)

• Serve as the final technical gatekeeper for the data pipeline ensuring total parity between source feeds and our production environment.
• Implement complex mapping and transformation logic to bring diverse external datasets into standardized Salesforce objects.
• Manage the end-to-end ETL process for third-party financial feeds (e.g. Addepar) to ensure recurring synchronizations are seamless and error-free.

Drive Data Health & Quality Control

• Develop and maintain a rigorous Data Health Scorecard utilizing SOQL and SQL to run deep-audit checks on production data.
• Lead the transition from manual checks to automated quality control by writing SQL/SOQL scripts and building scalable auditing frameworks.
• Perform regular reconciliations between vendor source files and Salesforce records to proactively identify and resolve valuation or structural discrepancies.

Establish Operational Standards

• Maintain living technical documentation that maps how data moves and transforms throughout the organization.
• Act as the lead technical investigator for data mismatches diagnosing root causes across source files mapping logic or API layers.
• Build the Standard Operating Procedures (SOPs) that will allow our data operations to scale as the firm grows.

Leverage Automation & Tooling

• Eliminate manual intervention by building automated validation processes using Salesforce Flows Apex triggers or external scripting tools like Python Power Query or MuleSoft.
• Optimize the use of Salesforce Data Loader and other integration tools to maintain high-velocity data movement without sacrificing accuracy.

Whats in it for you

We provide a total rewards package focused on your health family and financial security. This includes comprehensive medical dental and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO paid holidays volunteer time off and paid parental leave. Finally we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation

The anticipated salary range for this position is $90000 to $95000 annually based on your level of experience and technical expertise.

• Experience: 5 years in data operations with a proven track record of managing complex multi-source datasets.
• Technical Mastery: Advanced proficiency in SOQL SQL and Salesforce Data Loader is required.
• Platform Knowledge: Experience with Salesforce Financial Services Cloud (FSC) is strongly preferred. Experience with wealth management platforms like Addepar is a significant plus.
• Automation Skills: Proven ability to build automated workflows using Apex Python or ETL tools to replace manual processes.
• Analytical Mindset: Exceptional attention to detail and a heavy lifting mindset when it comes to data cleansing and transformation.
• Industry Context: Experience in financial services or another regulated data-sensitive environment is preferred.