Data Operations & Quality Lead
About The Position
Are you a data expert who finds beauty in a perfectly reconciled spreadsheet and high-fidelity business intelligence? We’re seeking a Data Operations & Quality Lead to own the technical health and integrity of our client data. In this 'builder' role, you are the master of the engine. You will focus entirely on the 'how' by managing the ETL processes, system integrations, and automated workflows that keep our ecosystem running. While our Solutions Architect designs the models, you own the craft of data operations to ensure every data point is validated, auditable, and 100% accurate. If you’re a technical 'doer' who thrives on building scalable infrastructure for a premier wealth management firm, we’d love to hear from you. Location: This position is preferably based in Des Moines, IA or Coralville, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs. Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.
Requirements
- Experience: 5+ years in data operations, with a proven track record of managing complex, multi-source datasets.
- Technical Mastery: Advanced proficiency in SOQL, SQL, and Salesforce Data Loader is required.
- Automation Skills: Proven ability to build automated workflows using Apex, Python, or ETL tools to replace manual processes.
- Analytical Mindset: Exceptional attention to detail and a "heavy lifting" mindset when it comes to data cleansing and transformation.
Nice To Haves
- Platform Knowledge: Experience with Salesforce Financial Services Cloud (FSC) is strongly preferred.
- Experience with wealth management platforms like Addepar is a significant plus.
- Industry Context: Experience in financial services or another regulated, data-sensitive environment is preferred.
Responsibilities
- Own Technical Data Onboarding (ETL & Integration)
- Serve as the final technical gatekeeper for the data pipeline, ensuring total parity between source feeds and our production environment.
- Implement complex mapping and transformation logic to bring diverse external datasets into standardized Salesforce objects.
- Manage the end-to-end ETL process for third-party financial feeds (e.g., Addepar) to ensure recurring synchronizations are seamless and error-free.
- Drive Data Health & Quality Control
- Develop and maintain a rigorous "Data Health Scorecard," utilizing SOQL and SQL to run deep-audit checks on production data.
- Lead the transition from manual checks to automated quality control by writing SQL/SOQL scripts and building scalable auditing frameworks.
- Perform regular reconciliations between vendor source files and Salesforce records to proactively identify and resolve valuation or structural discrepancies.
- Establish Operational Standards
- Maintain "living" technical documentation that maps how data moves and transforms throughout the organization.
- Act as the lead technical investigator for data mismatches, diagnosing root causes across source files, mapping logic, or API layers.
- Build the Standard Operating Procedures (SOPs) that will allow our data operations to scale as the firm grows.
- Leverage Automation & Tooling
- Eliminate manual intervention by building automated validation processes using Salesforce Flows, Apex triggers, or external scripting tools like Python, Power Query, or MuleSoft.
- Optimize the use of Salesforce Data Loader and other integration tools to maintain high-velocity data movement without sacrificing accuracy.
Benefits
- We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance.
- We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave.
- Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
