Data Migration Specialist - Wealth

1 Day ago • 5-10 Years

About the job

SummaryBy Outscal

Data Migration Specialist with 5+ years of experience in Wealth Management, strong ETL skills (SQL, C, C++), knowledge of Trust Accounting, and expertise in database structures. Must be solutions-oriented, analytical, and able to manage multiple projects.

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Data Migration Specialist - Wealth

Location: New York, NY | Fort Worth, TX | Jacksonville, FL

Get to know the team:

Do you love helping people make good decisions? Do you love creatively solving problems and never having two days in a row hold the same challenges? Are you a total dork who loves working with data but also has a stunning personality and loves to consult with clients? If you're still reading, we assume you’d be a great fit for our team! 

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking an Implementations Data Specialist to join our industry-leading Innovest Trust Suite Platform. InnoTrust is an industry-leading cloud-based trust accounting platform that works seamlessly alongside other SS&C Advent solutions including Black Diamond.  You will be working specifically on our Data Conversion team, an integral (and we think the most important!) part of the greater Implementation Team.

    What You Will Get To Do: 

    • Operate our proprietary ETL/Data Conversion tools and work with huge datasets 
    • Efficiently manage multiple client configuration projects at once 
    • Communicate with clients in a proactive, consultative & professional manner 
    • Consult, Design, and Deliver Conversion Plans, working directly with client decision-makers 
    • Decipher, process, and follow through on client requests

    What You'll Bring:

    • A Business and Data Analyst proficient in the process of gathering data from different sources, sculpting that data using business rules/needs and load the information into an objective data set.
    • Solutions-oriented and analytical mindset
    • 5 – 10+ of experience in the Wealth Management Services industry in a Data Extraction, Transformation, and Loading (ETL) role. Trust accounting experience preferred
    • Experience and knowledge of programming and scripting languages such as SQL, C, C++, Excel
    • Ability to multi-task in a fast-paced environment, live in “the grey” no two projects are the same and that must be ok with you.
    • Strong communication & organizational skills, experience with presenting business cases and strategies to multiple client levels including C-Suite
    • Experience and knowledge of relational and dimensional database structures, theories, principles, and practices used in data warehousing and analytics solutions
    • Bachelor’s degree in Accounting, Business or Finance

    Why You Will Love It Here!  

    • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans 
    • Your Future: 401k Matching Program, Professional Development Reimbursement  
    • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays 
    • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave  
    • Diversity & Inclusion: Committed to Welcoming, Celebrating, and Thriving on Diversity 
    • Training: Hands-On, Team-Customized, including SS&C University  
    • Extra Perks: Discounts on fitness clubs, travel, and more! 

    #LI-DS3

    #LI-Hybrid

    Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

    Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

    NY: Salary range for the position: 100,000 USD to 130,000 USD.

    $100.0K - $130.0K/yr (Outscal est.)
    $115.0K/yr avg.
    New York, New York, United States

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    Victoria, Australia (On-Site)

    Maharashtra, India (Hybrid)

    Massachusetts, United States (Hybrid)

    Maharashtra, India (On-Site)

    New York, United States (Hybrid)

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