Data Migration Consultant Wealth Management at Neos Talent

Job DescriptionManagement Consultant Wealth Management (Client Onboarding & Data Migration) Hybrid (US) WealthTech / Financial Services ConsultingOur 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 DoLead end-to-end client onboarding & data migration into reporting platformsMap cleanse & reconcile custodial and legacy dataConfigure benchmarks performance calculations & reporting structuresBuild data ingestion pipelines and workflowsCollaborate with engineering product teams & wealth operationsTrain client users and develop onboarding best practicesWhat You Bring57 years in fintech consulting data migration or wealth opsExperience with Addepar or tools like Black Diamond Orion Tamarac ClearwaterStrong knowledge of custodial data feeds (Schwab Fidelity Pershing etc.)Understanding of TWR IRR benchmarking and performance reportingSQL / ETL experience and strong client-facing skillsAgile knowledge; Scrum cert a plusWhy JoinGlobal consulting environment with strong FS expertiseRobust training mobility opportunities & inclusive cultureCompetitive compensation hybrid work & full benefits from day 1Required 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