Operations Data Associate (Orion Platform)

Hub International Insurance•Austin, TX

2d•Hybrid

About The Position

HUB International is a global insurance and employee benefits broker offering a broad range of risk management, life and health, investment, and wealth management solutions. Our Retirement & Private Wealth division serves clients across the full wealth spectrum, with assets managed across multiple registered investment advisors. HUB Retirement & Private Wealth (RPW) operates at the intersection of financial advisory and technology. The platform team is responsible for the data integrity, operational infrastructure, and technology governance that make client-facing work possible. This role sits at the intersection of data integrity, platform operations, and the day-to-day work of our advisory and client service teams. You will maintain the integrity of account, registration, and client data within our Orion Advisor platform, support the operational workflows that other departments depend on, and participate in larger data remediation and governance efforts as the platform evolves. It is defined by accuracy, judgment, and a genuine understanding of why the work matters.

Requirements

Background and judgment matter more than tenure. We are looking for someone whose experience in the RIA or investment management space has given them a genuine understanding of how advisory businesses work — how advisors, clients, custodians, and operations teams relate to each other, and where data sits in the middle of all of it.
Experience in RIA or investment management operations — client service, back-office ops, data administration, or a similar role where you developed real fluency in how the advisory business functions. You understand what an account, a household, a registration, and a custodial relationship represent — not just as data fields, but as things that matter to real people
2–4 years of experience in financial services operations, data administration, or a related role
Prior experience with portfolio accounting or custodial data platforms (Orion, Tamarac, Envestnet, or similar); platform-specific training will be provided
Intermediate to advanced Excel proficiency (XLOOKUP, SUMIF, pivot tables, Text-to-Columns) with the ability to manipulate and clean large data exports efficiently and accurately
Familiarity with custodial data feeds and reconciliation processes
Comfort working with large, complex datasets over sustained periods without losing accuracy or context
Attention to detail that holds under volume and time pressure, paired with the judgment to know when something that looks routine is actually not
Clear written communication, particularly for escalation, documentation, and cross-departmental coordination
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, or equivalent professional experience

Responsibilities

Serve as a steward of data quality across the Orion platform, ensuring the accuracy and reliability of the data that drives reporting, billing, and client-facing functions.
Proactively review data quality across active portfolios, identifying gaps, inconsistencies, and recurring error patterns. Escalate systemic issues to leadership with sufficient context to drive upstream resolution.
Conduct daily data audits between Orion and custodial sources, maintaining target completion times while ensuring thoroughness. Prioritize issues by impact and apply sound judgment in determining appropriate resolution paths.
Analyze discrepancies to determine whether they are isolated incidents or indicators of broader data integrity issues. Apply standard resolutions where appropriate and document exceptions for process improvement review.
Maintain the accuracy and currency of account, registration, household, and client data within the Portfolio Audit and New Account queues, ensuring the platform reflects a reliable view of client data at all times.
Support the operational workflows of advisory, client service, and compliance teams by ensuring the data they depend on is current, accurate, and structured correctly.
Distinguish between critical errors requiring immediate resolution and minor discrepancies that can be batched or deferred. Escalate issues that fall outside standard resolution logic with clear documentation and sufficient context for the right person to act quickly.
Own the accuracy of established workflows end-to-end, adhering to documented SOPs while contributing to their refinement. Build institutional knowledge that outlasts any individual workflow.