Job Description

Data Quality Analyst

At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

Our newest opportunity is for a Data Quality Analyst who ensures the accuracy, consistency, and reliability of the data that powers Wealth Management operations, reporting, and strategic decisions. This role develops and executes data validation processes, monitors key quality metrics, and partners with internal teams and external custodians to resolve discrepancies.

Qualifications, Skills, and Requirements:

• Develop and execute data testing strategies to validate accuracy, completeness, and consistency across custodial and portfolio management systems.
• Monitor and report on data quality metrics, proactively identifying and resolving issues to maintain a 99%+ accuracy standard.
• Perform root cause analysis on recurring issues and recommend process or system improvements.
• Create and maintain documentation for data validation rules, QA procedures, and reporting standards.
• Collaborate with Wealth Operations, Compliance, and Technology teams to resolve discrepancies and support reporting, analytics, and decision-making.
• Act as a subject matter resource for custodial integrations (e.g., Schwab, Fidelity, Raymond James) and portfolio management platforms (e.g., Orion Advisor Tech, Tamarac, Black Diamond).
• Support advisor and branch onboarding by ensuring accurate and timely system integrations.
• Address escalated issues by independently researching or coordinating with custodians, vendors, and advisors.
• Lead or participate in projects that may require long-term goals, milestones, and cross-functional collaboration.
• Foster strong relationships with internal teams and branch offices to ensure data integrity supports field and client success.

Education, Training, and Experience:

• Bachelor's degree in business, Finance, Economics, Data Analytics, Computer Science, Information Systems, or related field preferred.
• 46 years of business experience in financial services or investment industry required.
• 2+ years of experience in data quality, data governance, or QA testing preferred.
• Experience with custodial platforms (Schwab, Fidelity, Raymond James) strongly preferred.
• Experience with advisor technology platforms (Orion, Tamarac, Black Diamond) preferred.
• Strong technical expertise with custodial systems, portfolio management software, and data integrations.
• Proven ability to manage projects, timelines, and vendor relationships.
• Familiarity with regulatory standards applicable to RIAs and broker/dealers.
• Proficiency in Excel, reporting tools, and database management.
• Excellent communication and problem-solving skills; able to work independently and collaboratively.
• Strong knowledge of compliance standards within the RIA environment.
• Full knowledge and understanding of basic investment terms and account types.
• Ability to balance detailed execution with high-level strategic initiatives.

Other:

• Regular and predictable attendance required.
• Primarily sedentary work with extensive computer use.
• Occasional travel to industry conferences (13 times per year).
• Role involves access to highly confidential financial and client data; discretion is essential.
• Attention to detail, accuracy, and strong critical thinking are required.

OneDigital is an equal opportunity employer. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

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