Custodian Integration Manager

About the role

Vaco Arizona is partnering with a top company in Tempe to hire a Custodian Integration Manager. This is a direct-hire opportunity paying up to $120,000 annually. The position can be based onsite in Tempe, AZ or Austin, TX.

Responsibilities

• Manage relationships with custodians, clearing firms, and third-party data providers
• Oversee account, transaction, position, and investment data feeds
• Monitor and troubleshoot data integration issues, feed failures, and connectivity problems
• Partner with technology and data teams to enhance systems, workflows, and processes
• Develop and prioritize product enhancements and integration roadmaps
• Gather business requirements from key stakeholders and translate them into actionable solutions
• Ensure data governance, regulatory, and compliance requirements are met
• Maintain APIs and automated data connections to maintain data accuracy and reliability
• Lead cross-functional projects involving wealth management technology and data integrations
• Support scalable growth by improving operational efficiency and data accessibility

Requirements

• 5+ years of experience in Wealth Management, Investment Operations, Broker-Dealer, RIA, or Financial Services environments
• Experience working with custodians, clearing firms, portfolio accounting platforms, or investment data providers
• Strong understanding of investment account data, transactions, positions, and securities
• Experience managing or supporting data integrations, APIs, and third-party technology platforms