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Client Delivery Automation Specialist – Full Time – Hybrid
About the Role
Our client, a leading wealth management technology and data solutions firm, is seeking a Client Delivery Specialist to join its Automation team within the Data Solutions organization in Stamford CT and Salt Lake City UT. This role ensures a seamless flow of financial data for the firm’s clients and internal teams, supporting business-critical processes from portfolio management system conversions to performance reconciliation.
Responsibilities

• Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems: understanding source system requirements, mapping data to new system standards and managing the conversion of large datasets from legacy systems.
• Integrate historical financial data by converting complex, unstructured data files and statements into structured formats suitable for backfilling.
• Support automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily transactions and positions into source system imports.
• Respond to ad-hoc data requests from client-facing teams with timely, accurate information.

Qualifications

• Bachelor’s degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field.
• 2–5+ years in the financial industry with a proven track record of financial product support, technical proficiency, and solid accounting knowledge.
• Hands-on Addepar expertise (required), plus familiarity with other portfolio management systems such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, or Tamarac.
• Strong background working with financial custodial data and supporting alternative investment instruments.
• Advanced proficiency in Excel and text file manipulation; familiarity with JSON, XML, and unstructured-to-structured data transformation is a plus.
• Experience with at least one of Python, SQL, Power Automate, or other large-dataset tools, with the ability to extract and transform data.
• Demonstrated history of automating data-related processes, such as data integration, including log file creation and maintenance.
• Understanding of Salesforce, Monday.com, Jira, and GitLab.
• Comfort working with a geographically dispersed team.
• Strong verbal and written communication skills; comfortable communicating with clients as needed.
• Working toward or holding an MS/MBA, CFA, CAIA, or CFP is a plus.

Compensation & Benefits
Competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
Employees in this role will work in the office Monday-Thursday with the flexibility to work remotely on Friday.
 Job ID: 5624