Job Description
Level/Function: Specialist, Client Integrations
Title: Data Specialist
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Overview of the Data Specialist
We are seeking an experienced, financial services–focused professional to join our team as a Data Specialist. This role is ideal for a highly detail-oriented, analytical, and collaborative individual who excels at managing complex data conversions and partner integrations. The Senior Data Specialist provides end-to-end support for data transfers associated with onboarding new broker-dealer and vendor data onto BETA’s platform.
Position Summary:
- Serve as the Lead Analyst for data conversions from acquired brokerage firms onto BETA’s platform for new or existing clients.
- Define conversion requirements and specifications through in-depth source data analysis.
- Develop clear, detailed mapping documentation and pseudocode to support technical programming teams.
- Act as a key liaison between clients and internal conversion teams to identify, document, and resolve issues and risks from testing through production.
- Facilitate client mapping sessions to conduct gap analysis across all relevant data modules and finalize actionable conversion instructions.
- Maintain comprehensive documentation of vendor de-conversion processes and firm-specific specifications to support scalable, repeatable data integrations.
Duties and Responsibilities of the Data Specialist:
- Perform detailed data analysis on large and complex file sets.
- Create and maintain mapping specifications, pseudocode, mapping spreadsheets, validation tables, and reconciliation tools.
- Support test cycles and production validation, ensuring data accuracy and completeness.
- Continuously refine and improve the support model for new vendor partner integrations.
- Evolve documentation standards and workflows to improve efficiency and consistency across conversions.
- Analyze IBM mainframe file extracts using advanced Excel functionality, including formulas, pivot tables, and data validation techniques.
- Develop and update mapping specifications aligned with business requirements, technical standards, and industry best practices.
- Oversee test event execution and perform extensive validation of test results.
- Provide hands-on support during production go-live events.
- Participate in client and internal meetings, communicating status, risks, and resolutions clearly and professionally.
- Serve as the primary liaison between clients and programming teams, ensuring accurate translation of business requirements into technical solutions.
Skills and Experience of the Data Specialist:
- 6+ Years of relevant experience in client integration project, preferably within the finance services industry
- Bachelor’s degree or the equivalent combination of education and experience is required
- Ability to manage multiple integration projects concurrently while meeting defined timelines.
- Strong collaboration skills, with the ability to partner effectively with internal teams and external client stakeholders.
- Demonstrated ownership and accountability from requirements gathering through production implementation.
- Commitment to continuous improvement, including participation in post-project reviews.
- Strong customer service mindset with the ability to work independently.
- High level of integrity, dependability, and professionalism.
- Excellent verbal and written communication skills, with the ability to convey complex information clearly to both technical and non-technical audiences.
- Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, Visio, and Project.
- Advanced Excel expertise, with the ability to analyze large datasets using formulas, pivot tables, and advanced querying techniques; macro development is a plus.
- Familiarity with IBM mainframe environments or basic COBOL concepts is a plus.
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