Description

You will design, build, and support systems integrations and data feeds within a Wealth Management technology ecosystem.

This role is on-site.

Responsibilities

• Design and maintain integrations between Addepar, Salesforce, RedBlack, and Pershing.
• Monitor, troubleshoot, and optimize data pipelines, reconciliation processes, and data quality.
• Build and support analytics dashboards and reporting using Power BI and Salesforce CRM Analytics.
• Partner with vendors and internal teams to resolve integration issues and improve system performance.
• Support additional platforms including eMoney, Holistiplan, Riskalyze (Nitrogen), Box, Slack, and insurance/estate planning tools.

Required Skills

• 7+ years of experience in systems integration, applications engineering, or data engineering.
• Strong proficiency with API integrations and SaaS platforms.
• Hands-on experience building and managing data pipelines.
• Proficiency with Salesforce and Power BI.
• Working experience with AWS.
• Strong troubleshooting and stakeholder communication skills.

Key Skills

Education

Any Graduate