Operations - Data & Operations Integration Lead

Austin, TX, USA

Posted Thursday, July 16, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact. The Data & Operations Integration Leadwill own the end-to-end data readiness, cleanup, and migration process as firms move from legacy systems into our enterprise platform sin partnership with resources from IT. The role is ideal for someone who enjoys working at the intersection of technology, data, and operations in a fast-paced, acquisition-driven environment.

The Data &Operations Integration Leadis responsible for ensuring thatdata fromacquiredRIAs is accurately prepared,validated, and migrated into the firm’s standardized technology ecosystem. This role will spearhead data cleanup efforts, coordinate migrations across multiple systems, and work cross-functionally to ensure seamless transitions with minimal disruption to advisors and  addition to integration execution, this role will help shape scalable, standardized data and operational processes that support ongoing growth and future acquisitions.

This individual will act as the central pointof accountability for data integrity and migration execution, partnering closely with internal platform teams, external vendors, andacquiredfirms.

What Y ou’ll Do:

• Lead data discovery, mapping, cleanup, and migration activities foracquiredRIAs transitioning into the corporate RIA.
• Own end-to-end data readiness planning to ensure legacy data is in a clean, consistent, and migration-ready state prior to system conversions.
• Execute and oversee data migrations across key advisor platforms, including:
• Client Relationship Management (CRM)
• Investor / Client Portals
• Performance Reporting
• Trading and Portfolio Management systems
• Validate data accuracy, completeness, and integrity before and after migrations.
• Serve as the primary technology and data integration partner for newlyacquiredfirms.
• Assess existing RIA technology stacks data structures toidentifyrisks, gaps, and dependencies.
• Coordinate migration timelines and dependencies across internal teams and external technology providers.
• Ensure smooth advisor and staff experience throughout the transition process.
• Help develop and refine repeatable, scalable data migration and integration processes.
• Identify opportunities to improve data quality standards and ongoing data governance practices.
• Partner with platform, compliance, and operations teams to ensure migrations align with regulatory and security requirements.
• Supportadoptionof standardized systems and best practices following migration.
• Partner with Platform, Technology, and Shared Services teams to help design and implement standardized operational and data processes as new enterprise technology is introduced into the common tech stack.
• Support the definition of data standards, workflows, and integration requirements for new systems prior to rollout.
• Ensure new enterprise tools are implemented in a way that supports scalability, data integrity, and repeatable onboarding for future acquisitions.
• Document data flows, integration dependencies, and operational processes to support consistency and knowledge transfer.
• Act as a bridge between product, technology, and operations to ensure data readiness and adoption are addressed early in theimplementationlifecycle.

What You Bring :

• 6+ years of related experience in wealth management, fintech, financial services operations, or related fields.
• Bachelor’s degree in related field required
• CDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred.
• Direct experience withadvisortechnology platforms such as Salesforce, Redtail, Orion, Black Diamond,Addepar, Tamarac, or similar systemsstronglypreferred.
• Demonstrated experience leading or supporting data migrations,…