Data Specialist

Level/Function: Specialist, Client Integrations

Title: Data Specialist

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the Data Specialist

We are seeking an experienced, financial services–focused professional to join our team as a Data Specialist. This role is ideal for a highly detail-oriented, analytical, and collaborative individual who excels at managing complex data conversions and partner integrations. The Senior Data Specialist provides end-to-end support for data transfers associated with onboarding new broker-dealer and vendor data onto BETA’s platform.

Duties and Responsibilities of the Data Specialist:

• Serve as the Lead Analyst for data conversions from acquired brokerage firms onto BETA’s platform for new or existing clients.
• Analyze complex source data sets to define conversion requirements and specifications.
• Develop and maintain detailed mapping documentation, including specifications, pseudocode, spreadsheets, validation tables, and reconciliation tools.
• Serve as the primary liaison between clients and internal technical teams, translating business requirements into technical solutions and managing communication of status, risks, and issue resolution.
• Facilitate client mapping sessions and perform gap analysis across data modules to produce finalized conversion instructions.
• Support full conversion lifecycle, including testing, validation, and production go-live, ensuring data accuracy, completeness, and successful outcomes.
• Perform extensive data validation, oversee test execution, and provide hands-on support during production events.
• Maintain and enhance documentation standards, workflows, and vendor de-conversion processes to enable scalable, repeatable integrations.
• Continuously improve conversion processes and support models for new vendor integrations.
• Utilize advanced Excel techniques (e.g., formulas, pivot tables, data validation) to analyze and interpret large datasets.

Skills and Experience of the Data Specialist:

• 6+ Years of relevant experience in client integration project, preferably within the finance services industry
• Bachelor’s degree or the equivalent combination of education and experience is required
• Ability to manage multiple integration projects concurrently while meeting defined timelines.
• Strong collaboration skills, with the ability to partner effectively with internal teams and external client stakeholders.
• Demonstrated ownership and accountability from requirements gathering through production implementation.
• Commitment to continuous improvement, including participation in post-project reviews.
• Strong customer service mindset with the ability to work independently.
• High level of integrity, dependability, and professionalism.
• Excellent verbal and written communication skills, with the ability to convey complex information clearly to both technical and non-technical audiences.
• Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, Visio, and Project.
• Advanced Excel expertise, with the ability to analyze large datasets using formulas, pivot tables, and advanced querying techniques; macro development is a plus.
• Familiarity with IBM mainframe environments or basic COBOL concepts is a plus.

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