Domain Consultant - Wealth Management (Tamarac & Salesforce)
Tiger Analytics
Wealth Management Consultant
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.
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.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Domain Consultant - Wealth Management (Tamarac & Salesforce) in Chicago, IL vacancy
$131k - $185k
...bring together supply chain domain depth, enterprise platform fluency... ...site or expansion program management* Manufacturing: Plant and... ...and/or M&A projects in a consulting environment* Track record of... ...Experience with platforms such as Salesforce, SAP, Microsoft Dynamics,...SalesforceTemporary workLocal area- ...transform the finance industry together.The Wealth & Asset Management Solutions (WAMS) team, part of... ..., education and resources to consultants and advisors.We are seeking an experienced... ...and other educational programs.Use Salesforce, Tableau and other reporting tools to...SalesforceFull timeRemote work
$137.4k - $240.4k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...new business development, institutional consultant relationships, and competitive sales... ...(e.g., Seismic) and CRM tools (e.g., Salesforce).Experience leading proposal management...SalesforceFull timeH1bWorldwideFlexible hours$114.5k - $194.7k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...strategies.Proficiency with CRM and CX platforms (e.g., Salesforce, Qualtrics, Medallia).Leadership presence with ability to influence...SalesforceFull timeH1bWorldwideFlexible hours$114.5k - $194.7k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889,...SuggestedFull timeWork experience placementH1bWorldwideFlexible hours$74.2k - $126.2k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...improvement and robust policy and data domain documentation to reduce operational risk... ...growth, autonomy, and build resiliency.Consult with product team, COO teams, technology...Full timeWork experience placementH1bWorldwideFlexible hours$65k - $75k
...0 RIA Firm, and a Crain’s Chicago Business top Chicago area Wealth Management firm as ranked by local assets under management. Mesirow Integrated... ...Marketing Systems Maintain an in-depth working knowledge of Salesforce Financial Services Cloud (FSC) and Pardot/Account engagement...SalesforceWork at officeLocal areaMesirow
Chicago, IL1 day ago$135k - $150k
...Partnerships and the SVP of Strategic Partnerships in managing and growing the firm’s private wealth distribution relationships. The Strategic... ...AI-enabled efficiencyReview client firm data Utilize Salesforce reports to understand sales at client firms, target specific...SalesforceFull timeTemporary workWork at officeLocal areaFlexible hours$85k - $110k
...is a global private markets investment manager that has nearly $76 billion* in assets under... ...Team in Chicago directly supporting the Wealth Sales and Fundraising Teams. Reporting... ...investor portal, data entry) and CRM (Salesforce, including updating client records, tracking...SalesforceFull timeTemporary workImmediate startWorldwideFlexible hours$75k - $95k
...Associate Wealth Advisor Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement... ...offices, as well as 401(k) consulting and cash management services... ...such as eMoney, MoneyGuidePro, Salesforce, or similar platforms FINRA...SalesforcePermanent employmentWork at officeLocal areaWork from home2 days per week3 days per week- ...technical “win” during the sales cycle. The Domain Consultant - Endpoint must demonstrate value... ...Palo Alto Networks Endpoint Privilege Manager (part of the Idira platform), a... ...win.Document customer interactions in Salesforce.Collect and deliver constant feedback...SalesforceFull timeRemote workVisa sponsorshipWork visa
$150k - $190k
...about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for... ...with our talented team. You will work closely with Relationship Managers, Investment and Wealth Specialists, Bankers, Business Development...Full timeRemote work- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...Apprenticeship
- Job DescriptionThis role is responsible for managing client relationships and working closely with record keepers, plan sponsors, third... ...client needs, tracking all activities and communication in Salesforce.• Work cross-functionally with various individuals at all levels...Salesforce
- Job Summary:The Business Development Manager, plays a pivotal role in advancing the mission... ..., operational, and administrative domains to ensure alignment and execution of strategic... ...of experience using CRM systems (e.g., Salesforce) to track pipeline and activities...SalesforceContract workWork at office
$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking... ...with internal teams. ~ Proficiency with Salesforce and the Microsoft Office suite; experience with...SalesforceWork at officeLido Advisors, LLC
Chicago, IL1 day ago$25 - $44 per hour
...independently verify any critical information before relying on it. Wealth Management Client Associate The insights provided are generated by AI... ...proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written communication...SalesforceHourly paySeasonal workWork at officeWork from homeShift workDay shiftALPFA Baltimore Chapter
Chicago, IL1 day ago$131.67k - $160.93k
...advisor to business clients, developing and managing new and existing relationships while... ...that support long-term success. By consulting with business owners up to $5MM in revenue... ...networksLeverage CRM tools (e.g., Salesforce) to manage relationships, track engagements...SalesforceFull timeWork at officeLocal areaRemote workFlexible hours3 days per week$71.3k
...0-year history of helping our customers manage risk with laser-focused expertise, integrity... ...a plusKnowledge of and familiarity with Salesforce.com is a plusKnowledge of and experience... ...career development, so we provide a wealth of ways for you to keep learning, including...SalesforceWork at officeRemote work$50 per hour
...a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly...Full timeWork at officeLocal area3 days per week- ...Wealth Management Client Associate Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge... ...proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written...SalesforceSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Chicago, IL1 day ago - ...scalable and secure architectures leveraging Salesforce Financial Services Cloud (FSC) Sales Cloud and Service Cloud Domain Specific Data Modeling Architect: Tailored... ...connect FSC seamlessly with core banking, wealth management, insurance, and ERP backend systems...Salesforce
Diversity Nexus
Chicago, IL3 days ago - ...Wealth Management Specialist Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge... ...client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level...SalesforceWork at officeWork from homeShift workDay shift
Bank of America
Chicago, IL3 days ago - About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...growth, client engagement, and brand awareness.• Leverages Salesforce and other marketing technologies to measure engagement,...SalesforceFull timeWork experience placementH1bWork at officeLocal areaWork from homeWorldwideFlexible hours
$197.3k - $313.7k
...driving innovation, and keeping Salesforce's core values at the heart of... ...Business Development Manager sits at the direct intersection... ...: Act as a trusted strategic consultant to partner C-suites (CEOs, CFOs... ...software marketplace ecosystem.Domain Expertise: Deep, firsthand...SalesforceFull timeContract workFlexible hoursShift work$191.3k - $225k
...initiating and converting strategy, management, technology, and digital consulting opportunities into contracted... ...building/maintaining a 2-3X pipeline. Domain knowledge and understanding in... ...etc. Experience using CRM (i.e., Salesforce) to organize, prioritize and execute...SalesforceLocal areaImmediate startFlexible hours$80k - $200k
...employees, and communities.The RoleAs a Senior Consultant, you will play a pivotal role in driving... .... Focused on our Vault CRM Events Management application, you will deliver structured... ...of event management solutions. Domain & Technical Aptitude: Understanding of Life...Work at officeLocal areaRemote workWork from home3 days per week$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written communication...SalesforceHourly paySeasonal workWork at officeWork from homeShift workDay shift$164.6k - $288k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...ultra-high net worth clients in financial services, law or consulting. Ideally has knowledge of wealth management services,...Full timeH1bLocal areaWorldwideFlexible hours$160k - $200k
...by pursuing new clients and managing the entire pursuit process from... ...individual's industry and domain. 5. Open to Travel for internal... ...Prior experience in sales and/or consulting at Genpact (part of Flying... ...with CRM systems (e.g., Salesforce) and digital tools used in sales...SalesforceContract workRemote workRelocationShift workGenpact
Chicago, IL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Domain Consultant - Wealth Management (Tamarac & Salesforce). Be the first to apply!
Related searches
- business solutions consultant Chicago, IL
- business consultant Chicago, IL
- management advisor Chicago, IL
- product management consultant Chicago, IL
- management consultant Chicago, IL
- business banking specialist Chicago, IL
- dental practice management consultant Chicago, IL
- business systems specialist Chicago, IL
- business system consultant Chicago, IL
- entry level business consultant Chicago, IL