Tiger Analytics
via Workable
Domain Consultant - Wealth Management (Tamarac & Salesforce)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 33d ago
The date the source published, not the day we noticed it (2026-08-14). Last seen at its source 7h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $110.8k–180.3k/yr
Middle 50% of 126 listings that do state pay — Consulting · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workable employer's own board first seen 11d ago · last seen 7h ago
The listing
Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning, and AI. Our business value and leadership have been recognized by various market research firms, including Forrester and Gartner.
We are seeking a Wealth Management Consultant with hands-on expertise in Tamarac, custodial data integration, and Salesforce CRM. An ideal candidate will take immediate ownership and hit the ground running, independently driving deliverables, troubleshooting data/integration issues, and optimizing CRM workflows with minimal oversight.
Responsibilities:
Integration & Data Management:
- End-to-End Ownership: Lead custodial data integration initiatives from requirements gathering through implementation, testing, and production delivery.
- Data Mapping & Sync: Ensure custodial feeds are accurately ingested, normalized, mapped, and synchronized from Tamarac into Salesforce CRM.
- Data Quality & Troubleshooting: Analyze, troubleshoot, and resolve data discrepancies, integration issues, and pipeline bottlenecks.
CRM & Workflow Optimization:
- Workflow Enhancement: Design, configure, and optimize Salesforce CRM workflows to support wealth management and advisor operations.
- Process Improvement: Proactively identify opportunities to enhance data quality, integration efficiency, and overall CRM functionality.
Leadership & Collaboration:
- Stakeholder Management: Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions.
- Subject Matter Expertise: Serve as a hands-on technical expert for Tamarac, custodial data architecture, and Salesforce processes.
- Autonomous Execution: Independently manage deliverables, project timelines, and stakeholder expectations from day one with minimal oversight.
Requirements
- 10-12 years in financial services, with dedicated experience in Wealth Management / RIA environments.
- Custodial Data Expertise: Deep hands-on experience integrating, mapping, and normalizing data feeds from major custodians (e.g., Charles Schwab, Fidelity) using Tamarac.
- Salesforce FSC Capability: Proven proficiency in Salesforce CRM (preferably Financial Services Cloud) within an RIA or wealth management setting.
- Technical & Business Alignment: Strong background translating operational and business requirements into efficient, scalable data and CRM workflows.
- Troubleshooting & Quality Assurance: Skilled at independently identifying and resolving data discrepancies, integration issues, and workflow gaps.
- End-to-End Ownership: Demonstrated ability to manage client expectations, balance competing priorities, and drive initiatives to completion with minimal oversight.
Benefits
Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging and entrepreneurial environment, with a high degree of individual responsibility.
Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.