Domain Consultant – Wealth Management, Tamarac, Salesforce

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🔥 0 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

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Tiger Analytics

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2011

🏥 Healthcare

📦 Logistics

📣 Marketing

Healthcare • Logistics • Marketing

Tiger Analytics is a leading AI and analytics consulting firm that specializes in leveraging data science and machine learning to provide strategic business insights across various industries. They offer services in data strategy, AI engineering, and business intelligence to enable data-driven decision-making and digital transformation for their clients. Tiger Analytics collaborates with top technology partners like Microsoft, Google Cloud, and AWS to deliver cutting-edge solutions. They serve a diverse range of sectors including consumer packaged goods, healthcare, and finance, helping businesses operationalize insights and differentiate with AI and machine learning technologies.

📋 Description

• Lead custodial data integration initiatives from requirements gathering through implementation, testing, and production delivery • Ensure custodial feeds are accurately ingested, normalized, mapped, and synchronized from Tamarac into Salesforce CRM • Analyze, troubleshoot, and resolve data discrepancies, integration issues, and pipeline bottlenecks • Design, configure, and optimize Salesforce CRM workflows for wealth management and advisor operations • Identify opportunities to improve data quality, integration efficiency, and CRM functionality • Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions • Serve as a hands-on technical expert for Tamarac, custodial data architecture, and Salesforce processes • Independently manage deliverables, project timelines, and stakeholder expectations with minimal oversight

🎯 Requirements

• 10–12 years of experience in financial services, with dedicated experience in Wealth Management / RIA environments • Deep hands-on experience integrating, mapping, and normalizing data feeds from major custodians such as Charles Schwab and Fidelity using Tamarac • Proven proficiency in Salesforce CRM, preferably Financial Services Cloud, within an RIA or wealth management setting • Strong background translating operational and business requirements into efficient, scalable data and CRM workflows • Ability to independently identify and resolve data discrepancies, integration issues, and workflow gaps • Ability to manage client expectations, balance competing priorities, and drive initiatives to completion with minimal oversight

🏖️ Benefits

• Significant career development opportunities • Opportunity to work in a small, fast-growing, challenging, and entrepreneurial environment • High degree of individual responsibility • Equal employment opportunity protections