Associate, Data Operations

The Data Operations Associate is a key member of Wealthspire’s Data Operations team, partnering closely with Client Operations and Client Service teams to support the accuracy, integrity, and maintenance of client and portfolio data.

Requirements

• Serve as the primary liaison with Tamarac Advisor Services
• Maintain account sets, searches, views, templates, reports, and dashboards within portfolio management systems
• Populate and maintain account and client data fields for new and existing relationships
• Validate the accuracy of client performance data and capital flows
• Verify security, portfolio, transaction, and pricing data received from custodians and other external sources
• Assist with account reconciliations and investigate and resolve discrepancies
• Support ongoing database maintenance and ensure data integrity across systems
• Maintain database backup files and support data governance best practices
• Assist with Tamarac rebalancing, including maintaining models and target allocations, creating rebalancing groups and configuring accounts for trading, managing account-level templates and settings
• Support daily activity reporting and operational workflows
• Price non-standard assets and reconcile asset valuations
• Identify opportunities to enhance processes and improve data accuracy and efficiency
• Perform additional duties as needed to support the Data Operations team

Benefits

• Competitive salary
• Paid time off and holidays
• 401(k) plan with company match
• Exclusive discount programs
• Robust health and wellness benefits