Manager, Data Analysis (Clearing) - Wealth Client Experience
499 Washington Blvd., Jersey City NJ, United States
USD 66K-125K Mid-level Full Time
Tasks
- Build dashboards to track risks and trends
- Convert clearing platform data
- Coordinate UAT and production validation
- Coordinate testing for data conversion programs
- Create mapping documents
- Define data conversion requirements
- Deploy process and platform improvements
- Lead cross functional onboarding initiatives
- Maintain risk controls for onboarding data
- Map external data to financial services
- Support client and internal partner onboarding workflows
Perks/Benefits
- Educational assistance
- Employee assistance
- Paid time off
- Parental leave
- Retirement plan
- Tuition reimbursement
Skills/Tech-stack
Change Management | Dashboarding | Data Conversion | Data Mapping | Database Design | Excel | Microsoft Access | Program Management | Project Management | Requirements Gathering | Risk Management | SQL | Testing coordination | UAT
Education
Roles
Analyst | Conversion Manager | Data Analyst | Data Conversion Manager | Manager | Project Manager
Regions
Countries
States
Cities
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