Neos Talent-posted 5 days ago
Full-time • Mid Level
Hybrid • New York, NY

Our client, a global financial services transformation consultancy , is seeking a Management Consultant to support wealth management onboarding and data migration projects . You’ll work with leading firms to implement portfolio & performance reporting platforms, improve data quality, and streamline operational workflows.

  • 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
  • 5–7 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
  • Global consulting environment with strong FS expertise
  • Robust training, mobility opportunities & inclusive culture
  • Competitive compensation, hybrid work & full benefits from day 1
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