Domain Consultant - Wealth Management (Tamarac & Salesforce)

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.