OneDigital · 3 months ago
Wealth Management Data Quality Specialist
RIA-Overland Park, KS
Full-time
Onsite
Entry, Mid Level
2+ years expOneDigital is a company dedicated to helping people do their best work and live their best lives. The Wealth Management Data Quality Specialist ensures the accuracy, consistency, and reliability of data that supports Wealth Management operations and strategic decisions, while collaborating with various teams to resolve discrepancies and maintain high standards of data integrity.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
No H1B
Responsibilities
Develop and execute data testing strategies to validate accuracy, completeness, and consistency across custodial and portfolio management systems
Monitor and report on data quality metrics, proactively identifying and resolving issues to maintain a 99%+ accuracy standard
Perform root cause analysis on recurring issues and recommend process or system improvements
Create and maintain documentation for data validation rules, QA procedures, and reporting standards
Collaborate with Wealth Operations, Compliance, and Technology teams to resolve discrepancies and support reporting, analytics, and decision-making
Assist with custodial integrations (e.g., Schwab, Fidelity, Raymond James) and portfolio management platforms (e.g., Orion Advisor Tech, Tamarac, Black Diamond)
Support advisor and branch onboarding by ensuring accurate and timely system integrations
Address escalated issues by researching or coordinating with custodians, vendors, and advisors
Assist with projects that may require long-term goals, milestones, and cross-functional collaboration
Foster strong relationships with internal teams and branch offices to ensure data integrity supports field and client success
Qualification
Required
Must be eligible to work in the United States without the need for work visa or residency sponsorship
Develop and execute data testing strategies to validate accuracy, completeness, and consistency across custodial and portfolio management systems
Monitor and report on data quality metrics, proactively identifying and resolving issues to maintain a 99%+ accuracy standard
Perform root cause analysis on recurring issues and recommend process or system improvements
Create and maintain documentation for data validation rules, QA procedures, and reporting standards
Collaborate with Wealth Operations, Compliance, and Technology teams to resolve discrepancies and support reporting, analytics, and decision-making
Assist with custodial integrations (e.g., Schwab, Fidelity, Raymond James) and portfolio management platforms (e.g., Orion Advisor Tech, Tamarac, Black Diamond)
Support advisor and branch onboarding by ensuring accurate and timely system integrations
Address escalated issues by researching or coordinating with custodians, vendors, and advisors
Assist with projects that may require long-term goals, milestones, and cross-functional collaboration
Foster strong relationships with internal teams and branch offices to ensure data integrity supports field and client success
2–5 years of business experience in financial services or investment industry required
Strong technical expertise with custodial systems, portfolio management software, and data integrations
Proficiency in Excel, reporting tools, and database management
Excellent communication and problem-solving skills; able to work independently and collaboratively
Strong knowledge of compliance standards within the RIA environment
Full knowledge and understanding of basic investment terms and account types
Regular and predictable attendance required
Primarily sedentary work with extensive computer use
Role involves access to highly confidential financial and client data; discretion is essential
Attention to detail, accuracy, and strong critical thinking are required
Preferred
Bachelor's degree in Business, Finance, Economics, Data Analytics, Computer Science, Information Systems, or related field preferred
1+ years of experience in data quality, data governance, or QA testing preferred
Experience with custodial platforms (Schwab, Fidelity, Raymond James) preferred
Experience with advisor technology platforms (Orion, Tamarac, Black Diamond) preferred
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase