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 Lead Associate, Product Engineering
Duties and Responsibilities of the Lead Associate, Product Engineering
- Process, normalize, and load production data received from partners, regulatory bodies, and companies into the Mediant database, and support downstream data extraction to print partners and data warehouses.
- Troubleshoot and resolve production application, data, and workflow issues in a timely manner.
- Perform data quality reviews using automated validations, edit checks, and established production controls.
- Develop ad hoc reports and queries of moderate complexity using SQL to support operational and business needs.
- Gather business and technical requirements and support the development of custom data solutions for new business requests and one-time processing needs.
- Partner with business users, operations teams, and technology teams to support project execution and solution delivery.
- Support automation design, implementation, testing, and troubleshooting to improve efficiency and accuracy.
- Follow established change, incident, and release management processes and maintain compliance with production standards, including ISO and SOC controls.
- Provide production support during peak periods, including proxy season, which may require after-hours or weekend availability.
- Communicate project and production status updates to the Data Services Manager and other stakeholders as needed.
- Participate effectively in team meetings, project discussions, and operational reviews.
- Hybrid work schedule: 2 days per week in-office; quarterly schedules assigned by managers (subject to change)
Skills and Experience of the Lead Associate, Product Engineering
- 6+ years of relevant experience
- Bachelor’s degree in Computer Science or a related field
- Strong SQL query reading, writing, and execution skills.
- Solid working knowledge of Microsoft Office applications, including advanced Excel.
- Experience with Mage.ai or similar data pipeline orchestration tools.
- Working knowledge of VBA scripting, ETL tools such as Monarch, and secure file transfer tools such as WinSCP or FileZilla.
- Experience supporting production environments, troubleshooting issues, and maintaining data accuracy.
- Strong attention to detail, organization, and ability to manage multiple priorities in a deadline-driven environment.
Skills Required
- 6+ years of relevant experience
- Bachelor's degree in Computer Science or a related field
- Strong SQL query reading, writing, and execution skills
- Working knowledge of Microsoft Office applications, including advanced Excel
- Experience with Mage.ai or similar data pipeline orchestration tools
- Working knowledge of VBA scripting
- Working knowledge of ETL tools such as Monarch
- Working knowledge of secure file transfer tools such as WinSCP or FileZilla
- Experience supporting production environments, troubleshooting issues, and maintaining data accuracy
- Strong attention to detail, organization, and ability to manage multiple priorities in a deadline-driven environment
What We Do
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 two industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
