Data Migration Consultant Wealth Management

Job Description

Management Consultant Wealth Management (Client Onboarding & Data Migration)

Hybrid (US) WealthTech / Financial Services Consulting

Our client a global financial services transformation consultancy is seeking a Management Consultant to support wealth management onboarding and data migration projects . Youll work with leading firms to implement portfolio & performance reporting platforms improve data quality and streamline operational workflows.

What Youll Do

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

What You Bring

57 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; Scrum cert a plus

Why Join

Global consulting environment with strong FS expertise

Robust training mobility opportunities & inclusive culture

Competitive compensation hybrid work & full benefits from day 1

Required Experience :

Contract

Key Skills

Project Management Methodology,Project / Program Management,Change Management,Order Management System,Business Analysis,Visio,Data Management,Project Management,Metadata,Management Consulting,Data Analysis Skills,Taxonomy

Employment Type : Full-Time

Experience : years

Vacancy : 1