Wealth Management Data Specialist / Data Analyst

Position Summary

Seeking a Data Specialist/Data Analyst to support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform. The role involves analyzing custodian data feeds, mapping attributes to a canonical data model, ensuring data quality, and supporting platform integration efforts.

Key Responsibilities

Analyze and map data from multiple custodian platforms including Fidelity, Schwab, Pershing, and LPL Financial.
Develop and maintain source-to-target mapping documents and canonical data models.
Resolve data inconsistencies, naming conflicts, and format mismatches across data feeds.
Support data ingestion, transformation, validation, and integration processes.
Perform data profiling, quality analysis, and validation checks.
Maintain data lineage, mapping documentation, and governance standards.
Collaborate wit...