Job Description
About YTS Wealth Management
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YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.
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About the Role
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YTS Wealth Management is seeking a Data Integration Specialist to own data integrity across Black Diamond and all connected firm systems. This is a remote role reporting to our COO, responsible for ensuring accurate, reliable, and consistent data flow across our technology stack - from portfolio management and CRM platforms to reporting and client-facing tools. The ideal candidate combines strong technical data skills with the judgment to catch and resolve issues before they affect clients or advisors.
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Key Responsibilities
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- Own end-to-end data integrity across Black Diamond and all connected/integrated systems (CRM, portfolio management, custodial feeds, reporting tools)
- Design and maintain data integration workflows and reconciliation processes between Black Diamond and upstream/downstream systems
- Identify, investigate, and resolve data discrepancies, sync failures, and quality issues before they impact reporting or client-facing output
- Establish and document data governance standards, validation rules, and quality-control checkpoints
- Partner with Operations, Client Service, and IT/vendor teams to troubleshoot integration issues and improve data flow across the technology stack
- Monitor scheduled data feeds and imports; proactively flag and remediate failures or anomalies
- Support system implementations, upgrades, and new integrations from a data-integrity standpoint
- Document data flows, mappings, and integration architecture
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Qualifications
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- 3+ years of experience in data integration, data management, or a related analytical role — ideally within wealth management, financial services, or fintech
- Hands-on experience with Black Diamond and/or comparable portfolio management or CRM platforms (Orion, Salesforce, Redtail, etc.) is a strong plus
- Strong SQL skills; familiarity with ETL tools and data pipeline concepts
- Demonstrated ability to identify root causes of data quality issues and implement lasting fixes, not just workarounds
- Excellent attention to detail and comfort owning accuracy for a firm's core data systems
- Strong written and verbal communication skills — able to explain data issues to non-technical stakeholders
- Bachelor's degree in a related field (Computer Science, Information Systems, Finance) or equivalent practical experience
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Work Environment & Physical Requirement's
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- Primarily office-based with regular in-person client meetings and interactions
- Professional, fast-paced, and collaborative environment
- Occasional travel for client meetings, conferences, networking events, and firm initiatives
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Physical Requirements
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- Prolonged periods of sitting, computer use, and phone communication
- Ability to attend in-person meetings and events
- Occasional lifting of light materials up to 20 pounds
- Ability to communicate effectively in both in-person and virtual environments
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Compensation & Benefits
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Compensation
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- Salary Range: $80,000 – $90,000 (commensurate with experience)
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Benefits & Perks
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- Growth and leadership development opportunities
- 9 paid company holidays
- Flexible scheduling for personal appointments
- Travel expense reimbursement
- 10 days of Paid Time Off
- 401(k) with dollar-for-dollar match up to 4%
- Medical, Dental, Vision insurance
- Health Reimbursement Arrangement (HRA)
- Life Insurance
- Maternity & Paternity Leave
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Observed Holiday's:
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- New Year's Day
- Martin Luther King, Jr. Day
- Presidents' Day
- Good Friday
- Memorial Day
- Juneteenth
- Independence Day
- Labor Day
- Thanksgiving Day
- Day After Thanksgiving
- Christmas Eve
- Christmas Day
- New Year's Eve
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Schedule & Work Environment
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- Monday–Friday (Daylight hours)
- Occasional evenings/weekends for client events and networking
- Remote role
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Legal & Compliance Disclosures
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- Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
- At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
- Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
- Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.
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Job Type: Full-time