Data Management & Technology Specialist

Confidential Company  •  Morristown, NJ
Salary depends on experience
Posted on 07/25/17
Confidential Company
Morristown, NJ
Financial Services
Salary depends on experience
Posted on 07/25/17


One of the largest independent, fee-only wealth management firms in the United States has created a Data Management & Technology Specialist position at their Morristown, New Jersey headquarters.

 This position is:

  • Responsible for the completeness and accuracy of CRM data, including Lead, Account and Contact records, and Marketing Lists.
  • Responsible for providing the marketing team with mailing lists for bulk mailings and assisting the client teams with other client mailings.
  • Responsible for the updating AdvisorView with information provided by the Client Relationship Specialists. 
  • Responsible for generating client quarterly reports and maintaining the sets required to generate the reports.
  • Responsible for generating scheduled and ad-hoc requests for data and lists from CRM and AdvisorView.
  • The main point of contact for all clients with issues with Regent technology such as Sharefile or the client portal.
  • Provides general support for client teams with CRM, AdvisorView, and other software related questions.


  • Experienceworking with CRM systems
  • Undergraduatedegree in related field (Business, Finance, etc)
  • Strong communication and relationship management skills
  • Experienceworking within a team
  • Solid work ethic
  • Desire to succeed and grow
  • Financial industry experience a plus
Not the right job?
Join Ladders to find it.
With a free Ladders account, you can find the best jobs for you and be found by over 20,0000 recruiters.