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Data Onboarding Specialst

Hybrid : 1
Job Specialism : Data
Salary Currency : USD
  • WealthTech
  • New York


Data Onboarding Specialist

💸 Series A Wealthtech

🌎 NYC Hybrid Role

💰 $85,000-100,000 Base Salary + Benefits Paakcage


We are currently partnering with a Series A Wealthtech company in the heart of NYC that is looking to add a Data Onboarding Specialist to their team!



  • Own the data onboarding and implementation process for large-scale enterprise clients.
  • Contact investment managers on behalf of clients.
  • Liaise with clients to complete necessary documentation.
  • Increase the breadth and quality of data that is tracked, monitored and analyzed for both internal use and client reporting.
  • Collaborate closely with Client Engagement Manager and the Operations, Business Development, and
  • Engineering teams to provide a seamless implementation experience.
  • Assist with the creation of detailed status reports and implementation updates.
  • Reconcile investment data to ensure completeness and accuracy.
  • Analyze and audit data for potential issues.




  • Have experience with SQL and data visualization tools such as Tableau or Power BI.
  • Have 2+ years of experience in a data operations or analyst role.
  • Pride yourself in delivering an exceptional product and experience to clients, and feel a high level of investment in the success and satisfaction of clients.
  • Have developed queries from multiple data stores to extract data.
  • Are extremely detail-oriented and checklist-obsessed.
  • Have been part of a high-volume or high-growth team and thrive in a fast-paced environment.
  • Are highly effective when faced with ambiguity; feel comfortable making executive decisions and moving the ball forward.
  • Enjoy working with financial data.


⚡ Storm2 is a FinTech recruitment firm with clients across major Tech hubs in Europe, APAC and North America. To discuss open opportunities or career options, please visit our website at and follow the Storm2 LinkedIn page for the latest jobs and intel.
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