Client & Custodian Data Management Senior Associate
Core
Senior Associate leading merger/acquisition data migrations and managing daily custodian operations across major platforms.
Role type
Senior IC operations & data management specialist
Builds
Custodial data infrastructure, migration projects, and account servicing workflows
Domain
Financial Services / Custodial Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Project leadership, systems thinking, data feed troubleshooting, cross-functional collaboration, stakeholder management, process documentation, training delivery
Preferred skills
Schwab/Fidelity/Pershing platform experience, Orion experience, Addepar experience
Technologies
Cerity Partners infrastructure, Orion, Salesforce, Schwab, Fidelity, Pershing, Addepar
Responsibilities
Lead merger and practice migration projects; manage day-to-day custodian operations and account setup; troubleshoot data feed configurations; manage user permissions and onboarding/offboarding; develop internal documentation and training materials
Seniority
Senior, hands-on IC
