Data Integration Specialist

About YTS Wealth ManagementYTS 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 RoleYTS 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 ResponsibilitiesOwn 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 systemsIdentify, investigate, and resolve data discrepancies, sync failures, and quality issues before they impact reporting or client-facing outputEstablish and document data governance standards, validation rules, and quality-control checkpointsPartner with Operations, Client Service, and IT/vendor teams to troubleshoot integration issues and improve data flow across the technology stackMonitor scheduled data feeds and imports; proactively flag and remediate failures or anomaliesSupport system implementations, upgrades, and new integrations from a data-integrity standpointDocument data flows, mappings, and integration architectureQualifications3+ years of experience in data integration, data management, or a related analytical role — ideally within wealth management, financial services, or fintechHands-on experience with Black Diamond and/or comparable portfolio management or CRM platforms (Orion, Salesforce, Redtail, etc.) is a strong plusStrong SQL skills; familiarity with ETL tools and data pipeline conceptsDemonstrated ability to identify root causes of data quality issues and implement lasting fixes, not just workaroundsExcellent attention to detail and comfort owning accuracy for a firm's core data systemsStrong written and verbal communication skills — able to explain data issues to non-technical stakeholdersBachelor's degree in a related field (Computer Science, Information Systems, Finance) or equivalent practical experiencePhysical RequirementsProlonged periods of sitting, computer use, and phone communicationAbility to attend in-person meetings and eventsOccasional lifting of light materials up to 20 poundsAbility to communicate effectively in both in-person and virtual environmentsCompensation & BenefitsCompensationSalary Range: $80,000 – $90,000 (commensurate with experience)Benefits & PerksGrowth and leadership development opportunities9 paid company holidaysFlexible scheduling for personal appointmentsTravel expense reimbursement10 days of Paid Time Off401(k) with dollar-for-dollar match up to 4%Medical, Dental, Vision insuranceHealth Reimbursement Arrangement (HRA)Life InsuranceMaternity & Paternity LeaveObserved Holiday's:New Year's DayMartin Luther King, Jr. DayPresidents' DayGood FridayMemorial DayJuneteenthIndependence DayLabor DayThanksgiving DayDay After ThanksgivingChristmas EveChristmas DayNew Year's EveSchedule & Work EnvironmentMonday–Friday (Daylight hours)Occasional evenings/weekends for client events and networkingRemote roleLegal & Compliance DisclosuresEqual 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