We are seeking a Wealth Management Consultant with hands-on expertise in Tamarac, custodial data integration, and Salesforce CRM. An ideal candidate will take immediate ownership and hit the ground running, independently driving deliverables, troubleshooting data/integration issues, and optimizing CRM workflows with minimal oversight.
Responsibilities:Integration & Data Management:- End-to-End Ownership: Lead custodial data integration initiatives from requirements gathering through implementation, testing, and production delivery.
- Data Mapping & Sync: Ensure custodial feeds are accurately ingested, normalized, mapped, and synchronized from Tamarac into Salesforce CRM.
- Data Quality & Troubleshooting: Analyze, troubleshoot, and resolve data discrepancies, integration issues, and pipeline bottlenecks.
CRM & Workflow Optimization:- Workflow Enhancement: Design, configure, and optimize Salesforce CRM workflows to support wealth management and advisor operations.
- Process Improvement: Proactively identify opportunities to enhance data quality, integration efficiency, and overall CRM functionality.
Leadership & Collaboration:- Stakeholder Management: Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions.
- Subject Matter Expertise: Serve as a hands-on technical expert for Tamarac, custodial data architecture, and Salesforce processes.
- Autonomous Execution: Independently manage deliverables, project timelines, and stakeholder expectations from day one with minimal oversight.
Requirements- 10-12 years in financial services, with dedicated experience in Wealth Management / RIA environments.
- Custodial Data Expertise: Deep hands-on experience integrating, mapping, and normalizing data feeds from major custodians (e.g., Charles Schwab, Fidelity) using Tamarac.
- Salesforce FSC Capability: Proven proficiency in Salesforce CRM (preferably Financial Services Cloud) within an RIA or wealth management setting.
- Technical & Business Alignment: Strong background translating operational and business requirements into efficient, scalable data and CRM workflows.
- Troubleshooting & Quality Assurance: Skilled at independently identifying and resolving data discrepancies, integration issues, and workflow gaps.
- End-to-End Ownership: Demonstrated ability to manage client expectations, balance competing priorities, and drive initiatives to completion with minimal oversight.
BenefitsSignificant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging and entrepreneurial environment, with a high degree of individual responsibility.
