The modern savings platform for everyone
Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...
Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...
Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...
Vestwell • King of Prussia, PA
Vestwell is seeking a Client Data Migration Analyst to manage large-scale investment data conversions onto their platform. This role requires strong attention to detail and expertise in data accuracy and integrity.
You are a highly technical and detail-oriented individual with experience in managing complex datasets. Your background includes working with investment operations and data analytics, ensuring data accuracy and integrity during migrations. You thrive in environments where you can serve as a subject matter expert, particularly in conversion data and investment mappings. You understand the importance of exception management and reconciliation processes, and you are comfortable navigating the intricacies of data transitions. You possess strong analytical skills and are adept at problem-solving, making you a valuable asset in any data-driven project.
Experience with financial technology platforms or similar industries is a plus. Familiarity with data management tools and methodologies will enhance your ability to succeed in this role. You may also have a background in working with various stakeholders, including financial advisers and custodians, which will help you navigate the complexities of data migration.
In this role, you will own and drive large-scale investment data conversions onto the Vestwell platform. You will manage high-volume datasets received from prior recordkeepers, custodians, advisors, and investment managers. Your primary responsibility will be to ensure data accuracy and integrity throughout the migration process. You will collaborate with cross-functional teams to implement successful data transitions, serving as a key point of contact for any data-related inquiries. You will also be responsible for conducting reconciliations and managing exceptions that arise during the migration process. Your expertise will be crucial in identifying potential issues and providing solutions to ensure a smooth transition for clients.
Vestwell offers a dynamic work environment where you can contribute to the future of the savings economy. You will have the opportunity to work with a diverse clientele and engage in meaningful projects that impact how people save for critical life aspects. We value your contributions and provide a supportive culture that encourages professional growth and development. Join us in redefining the financial technology landscape and making a difference in the lives of millions of savers.
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