Data Migration Consultant - Wealth Management

Neos Talent • New York, NY

60d • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• Scrum cert a plus

Responsibilities

• 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

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed