Data Integration Specialist

Job Description

About YTS Wealth Management

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

About the Role

YTS Wealth Management is seeking a Data Integration Specialist to own data integrity across Black Diamond and all connected firm systems. This is a remote role reporting to our COO, responsible for ensuring accurate, reliable, and consistent data flow across our technology stack - from portfolio management and CRM platforms to reporting and client-facing tools. The ideal candidate combines strong technical data skills with the judgment to catch and resolve issues before they affect clients or advisors.

Key Responsibilities

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• Own end-to-end data integrity across Black Diamond and all connected/integrated systems (CRM, portfolio management, custodial feeds, reporting tools)
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• Design and maintain data integration workflows and reconciliation processes between Black Diamond and upstream/downstream systems
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• Identify, investigate, and resolve data discrepancies, sync failures, and quality issues before they impact reporting or client-facing output
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• Establish and document data governance standards, validation rules, and quality-control checkpoints
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• Partner with Operations, Client Service, and IT/vendor teams to troubleshoot integration issues and improve data flow across the technology stack
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• Monitor scheduled data feeds and imports; proactively flag and remediate failures or anomalies
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• Support system implementations, upgrades, and new integrations from a data-integrity standpoint
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• Document data flows, mappings, and integration architecture
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Qualifications

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• 3+ years of experience in data integration, data management, or a related analytical role — ideally within wealth management, financial services, or fintech
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• Hands-on experience with Black Diamond and/or comparable portfolio management or CRM platforms (Orion, Salesforce, Redtail, etc.) is a strong plus
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• Strong SQL skills; familiarity with ETL tools and data pipeline concepts
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• Demonstrated ability to identify root causes of data quality issues and implement lasting fixes, not just workarounds
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• Excellent attention to detail and comfort owning accuracy for a firm's core data systems
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• Strong written and verbal communication skills — able to explain data issues to non-technical stakeholders
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• Bachelor's degree in a related field (Computer Science, Information Systems, Finance) or equivalent practical experience
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Work Environment & Physical Requirement's

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• Primarily office-based with regular in-person client meetings and interactions
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• Professional, fast-paced, and collaborative environment
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• Occasional travel for client meetings, conferences, networking events, and firm initiatives
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Physical Requirements

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• Prolonged periods of sitting, computer use, and phone communication
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• Ability to attend in-person meetings and events
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• Occasional lifting of light materials up to 20 pounds
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• Ability to communicate effectively in both in-person and virtual environments
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Compensation & Benefits

Compensation

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• Salary Range: $80,000 – $90,000 (commensurate with experience)
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Benefits & Perks

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• Growth and leadership development opportunities
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• 9 paid company holidays
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• Flexible scheduling for personal appointments
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• Travel expense reimbursement
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• 10 days of Paid Time Off
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• 401(k) with dollar-for-dollar match up to 4%
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• Medical, Dental, Vision insurance
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• Health Reimbursement Arrangement (HRA)
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• Life Insurance
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• Maternity & Paternity Leave
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Observed Holiday's:

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• New Year's Day
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• Martin Luther King, Jr. Day
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• Presidents' Day
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• Good Friday
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• Memorial Day
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• Juneteenth
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• Independence Day
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• Labor Day
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• Thanksgiving Day
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• Day After Thanksgiving
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• Christmas Eve
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• Christmas Day
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• New Year's Eve
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Schedule & Work Environment

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• Monday–Friday (Daylight hours)
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• Occasional evenings/weekends for client events and networking
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• Remote role
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Legal & Compliance Disclosures

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• Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
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• At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
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• Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
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• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.
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Job Type: Full-time