Lead end-to-end custodial data integrations from Tamarac into Salesforce, troubleshoot data and pipeline issues, and design/optimize Salesforce CRM workflows for wealth management. Serve as a hands-on SME, manage stakeholders, and deliver scalable solutions with minimal oversight.
Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning, and AI. Our business value and leadership have been recognized by various market research firms, including Forrester and Gartner.
We are seeking a Wealth Management Consultant with hands-on expertise in Tamarac, custodial data integration, and Salesforce CRM. An ideal candidate will take immediate ownership and hit the ground running, independently driving deliverables, troubleshooting data/integration issues, and optimizing CRM workflows with minimal oversight.
Responsibilities:
Integration & Data Management:
- End-to-End Ownership: Lead custodial data integration initiatives from requirements gathering through implementation, testing, and production delivery.
- Data Mapping & Sync: Ensure custodial feeds are accurately ingested, normalized, mapped, and synchronized from Tamarac into Salesforce CRM.
- Data Quality & Troubleshooting: Analyze, troubleshoot, and resolve data discrepancies, integration issues, and pipeline bottlenecks.
CRM & Workflow Optimization:
- Workflow Enhancement: Design, configure, and optimize Salesforce CRM workflows to support wealth management and advisor operations.
- Process Improvement: Proactively identify opportunities to enhance data quality, integration efficiency, and overall CRM functionality.
Leadership & Collaboration:
- Stakeholder Management: Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions.
- Subject Matter Expertise: Serve as a hands-on technical expert for Tamarac, custodial data architecture, and Salesforce processes.
- Autonomous Execution: Independently manage deliverables, project timelines, and stakeholder expectations from day one with minimal oversight.
Requirements
- 10-12 years in financial services, with dedicated experience in Wealth Management / RIA environments.
- Custodial Data Expertise: Deep hands-on experience integrating, mapping, and normalizing data feeds from major custodians (e.g., Charles Schwab, Fidelity) using Tamarac.
- Salesforce FSC Capability: Proven proficiency in Salesforce CRM (preferably Financial Services Cloud) within an RIA or wealth management setting.
- Technical & Business Alignment: Strong background translating operational and business requirements into efficient, scalable data and CRM workflows.
- Troubleshooting & Quality Assurance: Skilled at independently identifying and resolving data discrepancies, integration issues, and workflow gaps.
- End-to-End Ownership: Demonstrated ability to manage client expectations, balance competing priorities, and drive initiatives to completion with minimal oversight.
Benefits
Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging and entrepreneurial environment, with a high degree of individual responsibility.
Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.
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