Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Data Harmonization Analyst

Veriipro

Veriipro is seeking a Data Specialist/Data Analyst in Oaks, Pennsylvania. The successful candidate will support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform. Key responsibilities include analyzing custodian data, developing mapping documents, and ensuring data quality. Candidates should have 3–6 years of relevant experience in data analysis or mapping, especially within the Wealth Management or Financial Services domain. #J-18808-Ljbffr Veriipro

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Data Harmonization Analyst in Oaks, PA vacancy
  • Position Summary Seeking a Data Specialist/Data Analyst to support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform. The role involves analyzing custodian data feeds, mapping attributes to a canonical... 
    Suggested

    Veriipro

    Oaks, PA
    3 days ago
  • Quality Analyst or Business Analyst with Wealth Management Contract USM Business Systems Inc. is a quickly developing worldwide System Integrator, Software...  ..., Product Engineering, Business Intelligence, Data Management, SOA, BPM, Data Warehousing, SharePoint Consulting... 
    Suggested
    Contract work
    Local area
    Worldwide

    USM

    King of Prussia, PA
    1 day ago
  •  ...technology solutions provider in King of Prussia is seeking a Quality Analyst or Business Analyst with over 10 years of experience in web-...  ..., solid SQL knowledge, and may have experience in finance and wealth management. This is a long-term contract position with... 
    Suggested
    Long term contract
    Contract work

    USM

    King of Prussia, PA
    2 days ago
  •  ...(We may pay expenses for candidates located at more than 100 miles distance)Responsibilities include:· Active participation on the Wealth Advisory Services Implementation and Configuration teams. · Establish relationships within the internal and external business community... 
    Suggested

    EROS Technologies

    Oaks, PA
    1 day ago
  • POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, this role will focus on assisting in areas such... 
    Suggested
    Full time
    Work experience placement
    Local area

    Morgan Stanley

    Conshohocken, PA
    1 day ago
  • Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills. The role emphasizes... 

    Corient

    Wayne, PA
    1 day ago
  • Vanguard’s Flagship & Distribution Analytics team is expanding! We are seeking an experienced data analyst to support the Flagship Client segment and the Distribution organization. This role partners closely with business leaders to design strategies, influence outcomes... 
    Full time

    Vanguard

    Malvern, PA
    4 days ago
  • This data analyst role will play a pivotal part in transforming complex data into clear, compelling narratives and actionable insights that support strategic initiatives, optimize the productivity of distribution stakeholders, and deliver business value. More specifically... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    1 day ago
  •  ...technology can improve the way we work and help our customers which is always supported by strong human insight and communication.The QA Data Analyst maintains and assures the quality of Klipboard’s automotive catalog data, making sure parts, vehicle, labour and interchange... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    Kerridge Commercial Systems

    Blue Bell, PA
    2 days ago
  •  ...IDR is seeking a Sr Data Governance & Data Management Lead Asset/Wealth Management to join one of our top clients for an opportunity in Malvern, PA. In this role, you will lead enterprise-wide data governance and data management initiatives within the asset/wealth management... 
    Temporary work

    IDR

    Malvern, PA
    7 days ago
  •  ...ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services... 
    Work at office

    Pitcairn

    Conshohocken, PA
    14 hours ago
  • Vanguard is looking for a senior level data analyst with experience presenting recommendations to senior management, developing innovative solutions, and is technically skilled in data quality & analytics tools. You will become an expert in the critical data managed, provide... 
    Full time
    Temporary work
    Work experience placement

    Vanguard

    Malvern, PA
    3 days ago
  • We are seeking an experienced Business Analyst to collaborate with cross-functional teams...  ...Agile methodologies, financial services, and data analysis, with a focus on improving...  ...services, particularly in Asset Management or Wealth Management. Preferred Qualifications... 
    Work at office

    Compunnel

    Oaks, PA
    1 day ago
  • $70 - $80 per hour

    Collabera is seeking a Sr. Analyst, Marketing and Customer Intelligence in Exton, PA. This contract role runs 6-12 months, with a pay rate of $70-$80 per hour and a benefits package described in the posting. The ideal candidate will have 8+ years in market research and... 
    Hourly pay
    Contract work

    Collabera

    Exton, PA
    1 day ago
  • Comcast Advertising in Phoenixville, PA seeks an Analyst, Procurement to track inventory and analyze data for strategic decisions. The role focuses on dashboards, policy alignment and audit support to optimize procurement practices. Responsibilities include PO data analysis... 

    Comcast Advertising

    Phoenixville, PA
    5 days ago
  • Comcast seeks a detail-oriented professional to track and report inventory for procurement operations. The role analyzes data to support procurement decisions, ensures audit compliance, and collaborates with senior management to optimize procurement practices. Responsibilities... 

    Comcast

    Phoenixville, PA
    2 days ago
  • Role SummaryThe Data Analyst, Senior Specialist role analyzes complex datasets to provide actionable insights, optimize processes, and support decision-making. This role involves leading analytics projects, ensuring data quality, and collaborating with teams to deliver... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    1 day ago
  •  ...how often (in days) to receive an alert: Select how often (in days) to receive an alert: Position Title: SENIOR DATA INTELLIGENCE ANALYST Pay Grade: 15 Other Forms of Compensation: BONUS ESFM is the corporate facilities management (FM) division... 
    Local area
    Remote work
    Flexible hours

    Compass Group USA

    Chesterbrook, PA
    3 days ago
  •  ...can improve the way we work and help our customers which is always supported by strong human insight and communication. The QA Data Analyst maintains and assures the quality of Klipboard’s automotive catalog data, making sure parts, vehicle, labour and interchange... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    KERRIDGE COMMERCIAL SYSTEMS CORP

    Blue Bell, PA
    15 days ago
  • Find a JobJoin IDR Internal TeamStaffing ServicesConsultantsAbout UsBlog

    IDR Internal Data Resources

    Malvern, PA
    1 day ago
  • Comcast is seeking a procurement data analyst to analyze procurement data to support strategic decision-making, optimize processes, and strengthen compliance. You will partner with management and cross-functional teams to translate data insights into actionable improvements... 

    Blueface Ltd

    Phoenixville, PA
    5 days ago
  •  ...Data Entry Associate/Data Analyst A Few Words About Us Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms. IRI has built its reputation on excellent service and integrity since its... 
    Contract work
    Work at office
    Flexible hours

    Careers Integrated Resources Inc

    Exton, PA
    4 days ago
  • This role will be pivotal in enhancing the performance of our marketing campaigns through advanced analytics, predictive modeling, and data science techniques. The ideal candidate will have a strong foundation in marketing analytics, statistical modeling, and campaign... 
    Full time
    Work experience placement

    Vanguard

    Malvern, PA
    1 day ago
  •  ...least 4 years of experience in software design, development and release.Well versed with agile development methodologies.Experience in Data Ingestion, Streaming and Big Data technologies.Excellent communication and stakeholder managementAbility to work with distributed... 
    Permanent employment
    Full time
    H1b

    Sonsoft

    King of Prussia, PA
    1 day ago
  • $18 per hour

     ...process improvements. This in-person role requires about 20 hours per week and involves collaboration with the Ellis Center staff on data-driven projects. Candidates must be currently enrolled graduate students in analytical fields with strong problem-solving and... 
    Hourly pay
    Summer work

    VILLANOVA UNIVERSITY

    Villanova, PA
    3 days ago
  •  ...life, while enabling them to preserve their wealth for future generations, and provide for...  ...would like to meet you. Overview Wealth Analysts are members of wealth management teams...  ...skills. Responsibilities Research and input data related to financial projections and... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Wayne, PA
    1 day ago
  • Overview Wealth Analysts are members of wealth management teams that advise high‑net‑worth clients in all areas of their financial lives. They...  ...and follow‑up skills. Responsibilities Research and input data related to financial projections and investment analysis. Support... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    Wayne, PA
    3 days ago
  • Atria Group LLC seeks professionals with strong data and business analysis capabilities specifically in the pharma sector. The ideal candidates will contribute to various projects that require analytical expertise, focusing on driving insights and improvements for business... 

    Atria Group LLC

    King of Prussia, PA
    4 days ago
  • Corient Services LLC, based in Wayne, Pennsylvania, is seeking a Wealth Analyst to join their wealth management team. This role involves advising high-net-worth clients in all areas of financial planning and requires excellent communication and collaboration skills. The... 

    Corient Services LLC

    Wayne, PA
    3 days ago
  • A financial technology firm is seeking an experienced Business Analyst to analyze and document business requirements. The role entails collaboration...  ...in financial services. Proficiency in Agile methodologies and data analysis is crucial, along with strong communication skills. #J-... 

    Compunnel, Inc.

    Oaks, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Data Harmonization Analyst. Be the first to apply!