Domain Consultant - Wealth Management (Tamarac & Salesforce)

Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies enabling them to generate business value from data. Our consultants bring deep expertise in Data Science Machine Learning and AI. Our business value and leadership have been recognized by various market research firms including Forrester and Gartner. We are seeking a Wealth Management Consultant with hands-on expertise in Tamarac custodial data integration and Salesforce CRM. An ideal candidate will take immediate ownership and hit the ground running independently driving deliverables troubleshooting data/integration issues and optimizing CRM workflows with minimal oversight.

Responsibilities

Integration & Data Management End-to-End Ownership Lead custodial data integration initiatives from requirements gathering through implementation testing and production delivery. Data Mapping & Sync Ensure custodial feeds are accurately ingested normalized mapped and synchronized from Tamarac into Salesforce CRM. Data Quality & Troubleshooting Analyze troubleshoot and resolve data discrepancies integration issues and pipeline bottlenecks. CRM & Workflow Optimization Workflow Enhancement Design configure and optimize Salesforce CRM workflows to support wealth management and advisor operations. Process Improvement Proactively identify opportunities to enhance data quality integration efficiency and overall CRM functionality. Leadership & Collaboration Stakeholder Management Collaborate with wealth management advisor operations and technical teams to gather requirements and deliver scalable solutions. Subject Matter Expertise Serve as a hands-on technical expert for Tamarac custodial data architecture and Salesforce processes. Autonomous Execution Independently manage deliverables project timelines and stakeholder expectations from day one with minimal oversight.

Requirements

10-12 years in financial services with dedicated experience in Wealth Management / RIA environments. Custodial Data Expertise Deep hands-on experience integrating mapping and normalizing data feeds from major custodians (e.g. Charles Schwab Fidelity) using Tamarac. Salesforce FSC Capability Proven proficiency in Salesforce CRM (preferably Financial Services Cloud) within an RIA or wealth management setting. Technical & Business Alignment Strong background translating operational and business requirements into efficient scalable data and CRM workflows. Troubleshooting & Quality Assurance Skilled at independently identifying and resolving data discrepancies integration issues and workflow gaps. End-to-End Ownership Demonstrated ability to manage client expectations balance competing priorities and drive initiatives to completion with minimal oversight.

Benefits

Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small fast-growing challenging and entrepreneurial environment with a high degree of individual responsibility. Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race color religion age sex sexual orientation gender identity/expression pregnancy national origin ancestry marital status protected veteran status disability status or any other basis as protected by federal state or local law.