Domain Consultant - Wealth Management (Tamarac & Salesforce)

Tiger Analytics is an advanced analytics consulting firm and the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning, and AI, and our leadership has been recognized by market research firms including Forrester and Gartner.

About the role

We are seeking a Wealth Management Consultant with hands-on expertise in Tamarac, custodial data integration, and Salesforce CRM. An ideal candidate will take immediate ownership, drive deliverables, troubleshoot data and integration issues, and optimize CRM workflows with minimal oversight.

Responsibilities

• Integration & Data Management:
  • End-to-End Ownership: Lead custodial data integration initiatives from requirements gathering through implementation, testing, and production delivery.
  • Data Mapping & Sync: Ensure custodial feeds are accurately ingested, normalized, mapped, and synchronized from Tamarac into Salesforce CRM.
  • Data Quality & Troubleshooting: Analyze, troubleshoot, and resolve data discrepancies, integration issues, and pipeline bottlenecks.
• CRM & Workflow Optimization:
  • Workflow Enhancement: Design, configure, and optimize Salesforce CRM workflows to support wealth management and advisor operations.
  • Process Improvement: Proactively identify opportunities to enhance data quality, integration efficiency, and overall CRM functionality.
• Leadership & Collaboration:
  • Stakeholder Management: Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions.
  • Subject Matter Expertise: Serve as a hands-on technical expert for Tamarac, custodial data architecture, and Salesforce processes.
  • Autonomous Execution: Independently manage deliverables, project timelines, and stakeholder expectations from day one with minimal oversight.

Requirements

• 10-12 years in financial services, with dedicated experience in Wealth Management / RIA environments.
• Custodial Data Expertise: Deep hands-on experience integrating, mapping, and normalizing data feeds from major custodians (e.g., Charles Schwab, Fidelity) using Tamarac.
• Salesforce FSC Capability: Proven proficiency in Salesforce CRM (preferably Financial Services Cloud) within an RIA or wealth management setting.
• Technical & Business Alignment: Strong background translating operational and business requirements into efficient, scalable data and CRM workflows.
• Troubleshooting & Quality Assurance: Skilled at independently identifying and resolving data discrepancies, integration issues, and workflow gaps.
• End-to-End Ownership: Demonstrated ability to manage client expectations, balance competing priorities, and drive initiatives to completion with minimal oversight.

Benefits

• Significant career development opportunities as the company grows.
• Unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment with a high degree of individual responsibility.