Manager of Platform Data Operations

Great Gray • Las Vegas, NV

2d • Hybrid

About The Position

Great Gray is seeking a Manager of Platform Data Operations to lead business-as-usual data operations for the RPAG platform, ensuring its data remains accurate, current, and trusted by retirement plan advisors and data provider partners. The role oversees Plan Asset Link (PAL) data integration, fund mapping, secure file transfers, and data quality. It also involves defining a vision for an effective data operations function, developing the team, and transforming processes into scalable, automated, and well-documented workflows.

The position is based in Great Gray’s Las Vegas, Nevada office, with a hybrid schedule of four days onsite and one day remote. Visa sponsorship or transfer is not available; applicants must be authorized to work in the United States without sponsorship or transfer.

Requirements

• Bachelor’s degree in Business, Finance, Information Systems, Data/Computer Science, or a related field, or equivalent experience.
• At least 7 years of experience in data operations, data management, or financial services operations, including at least 3 years leading teams.
• Demonstrated success replacing manual processes with automated or streamlined workflows and achieving measurable results.
• Hands-on proficiency with SQL and advanced Excel, plus working knowledge of scripting or automation/ETL tools such as Python, Power Query, or SSIS.
• Strong understanding of data integrity, data quality, file transfer protocols such as SFTP, and system compatibility concepts.
• People leadership experience in coaching, performance management, and development, including assessing talent and making difficult staffing decisions.
• Ability to define and document processes, controls, and KPIs, and effectively transfer knowledge through training.
• Excellent communication and problem-solving skills, including the ability to work with technical and non-technical audiences, clients, and cross-functional partners.
• Comfort leading change and building structure where it does not yet exist in a fast-paced environment with multiple priorities.
• Standards that reflect the company’s core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, and Collaboration.

Nice To Haves

• Familiarity with retirement plan data, recordkeeping systems, or institutional financial operations.
• Experience with data integration and ingestion platforms or API-based data exchange.
• Experience in a private equity-backed or high-growth environment.
• Experience managing data operations across multiple applications or business lines.

Responsibilities

• Own end-to-end daily data operations for the RPAG platform, ensuring customer data is accurate, complete, and refreshed on schedule.
• Oversee preparation, formatting, validation, and loading of Plan Asset Link (PAL) and other inbound partner files, ensuring data integrity and system compatibility.
• Define and track service levels and data quality metrics, including timeliness, accuracy, completeness, and exceptions, and report performance.
• Oversee data operations tickets from customers and data providers; identify root causes and trends and prevent recurring issues.
• Establish and maintain documented procedures, controls, and audit trails for recurring data processes.
• Assess data workflows, quantify manual effort and risk, and develop a prioritized roadmap for automation and process improvement.
• Partner with Product, Engineering, and other teams to automate file ingestion, validation, mapping, and exception handling, and integrate new data points and file formats.
• Apply modern tools and techniques, such as SQL, scripting, and ETL or integration tooling, to shift team effort from manual execution to exception-based review and analysis.
• Measure and communicate improvement outcomes, such as hours saved, error reduction, and turnaround time.
• Represent operational needs for the new PAL Management Dashboard and Feed Management tools, and document business rules for matching, mapping, and approving provider data.
• Lead, coach, and hold a team of data operations specialists accountable, setting goals, expectations, and performance standards.
• Lead training and knowledge transfer, and build cross-training and documentation to create scale and redundancy.
• Lead training and adoption as the team moves from manual execution to exception-based review.
• Support retirement of the legacy PAL schema and transition to the new architecture.
• Coordinate with recordkeepers to establish and maintain secure file transfers for new data files and update transfer arrangements when protocols or details change.
• Engage institutional advisors, broker-dealers, and registered investment advisors (RIAs) to ensure complete and accurate capture of their books of business.
• Serve as a subject matter expert and escalation point for team members and advisor service associates, and communicate with institutional clients to resolve inquiries and issues.
• Ensure data handling and file transfers comply with Great Gray’s information security and compliance standards.

Benefits

• Competitive compensation package.
• Group medical, dental, and vision insurance.
• Employer-paid life and disability insurance.
• Annual well-being stipend.
• Eligible employees may contribute to a 401(k) plan with an advantageous employer contribution model.
• Opportunity to be an integral part of a high-growth organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager