Data Integration Specialist

About YTS Wealth Management

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.

About the Role

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.

Key Responsibilities

• 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

Qualifications

• 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

Work Environment & Physical Requirement's

• 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

Physical Requirements

• 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

Compensation & Benefits

Compensation

• Salary Range: $80,000 – $90,000 (commensurate with experience)

Benefits & Perks

• 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

Observed Holiday's:

• 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

Schedule & Work Environment

• Monday–Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• Remote role

Legal & Compliance Disclosures

• 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.

Job Type: Full-time