Tiger Analytics is an advanced analytics consulting firm. We are 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. Our business value and leadership have been recognized by various market research firms, including Forrester and Gartner.
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 and hit the ground running, independently driving deliverables, troubleshooting data/integration issues, and optimizing 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 exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging and entrepreneurial environment, with a high degree of individual responsibility.
Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.
Skills Required
- 10-12 years in financial services with experience in Wealth Management / RIA environments.
- Hands-on experience integrating, mapping, and normalizing custodial data feeds from major custodians (e.g., Charles Schwab, Fidelity) using Tamarac.
- Proven proficiency in Salesforce CRM within an RIA or wealth management setting.
- Experience with Salesforce Financial Services Cloud (FSC).
- Ability to translate operational and business requirements into scalable data and CRM workflows.
- Skilled at identifying and resolving data discrepancies, integration issues, and workflow gaps independently.
- Demonstrated ability to manage client expectations, balance priorities, and drive initiatives to completion with minimal oversight.
Tiger Analytics Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Tiger Analytics and has not been reviewed or approved by Tiger Analytics.
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Fair & Transparent Compensation — Feedback suggests pay is viewed as fair and market-aligned for many roles and geographies. Consistent, on-time pay and competitive packages in key markets reinforce a generally positive baseline.
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Healthcare Strength — Feedback suggests U.S. medical coverage is strong, with administration via a known benefits platform and plan options seen positively. Health insurance is often regarded as a bright spot within the package.
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Leave & Time Off Breadth — Feedback suggests generous PTO, paid sick days and holidays, and flexible PTO alongside remote-work options. These elements indicate broad time-off provisions available on paper.
Tiger Analytics Insights
What We Do
Tiger Analytics is a global leader in AI and Analytics, helping Fortune 1000 companies solve their toughest challenges. We offer fullstack AI and analytics services & solutions to empower businesses to achieve real outcomes and value at scale. We are on a mission to push the boundaries of what AI and analytics can do to help enterprises navigate uncertainty and move forward decisively. Our purpose is to provide certainty to shape a better tomorrow. Our team of 4000+ technologists and consultants are based in the US, Canada, the UK, India, Singapore, and Australia, working closely with clients across CPG, Retail, Insurance, BFS, Manufacturing, Life Sciences, and Healthcare. We are Great Place to Work-Certified™ and have been recognized by analyst firms such as Forrester, Gartner, Everest, ISG, HFS, and others. Ranked among the ‘Best’ and ‘Fastest Growing’ analytics firms lists by Inc., Financial Times, Economic Times and Analytics India Magazine. In India, our offices are located in Chennai, Hyderabad and Bangalore.
