Candidate must have: 2+ years of prior experience in wealth management/securities industry

This role will be responsible for performing data analysis and support for requirements and testing on efforts to grow and optimize our advisor workstation. This includes maintenance of tables with processing systems used by internal and external sources, development and maintenance of reporting functionality, creation of regulatory and management reporting and analyzing data discrepancies. You will research and provide support for the data received from various sources (including support for transformation of data inputs to conform to our enterprise data model) along with testing and documenting production changes made within the systems.

In this position may work at the any of our home office locations, Hybrid or Fully Remote for the right candidate:

• San Diego, CA
• Houston, TX
• Syracuse, NY
• Fully Remote, USA

The anticipated annual base salary range for this position is $80,000 to $110,000. Exact compensation may vary based on skills, experience, and location.

Duties and Responsibilities:

• Manage and maintain data tables to support various business functions.
• Work with developers to update our application database data model.
• Identify opportunities to make data available and find and correct discrepancies, deficiencies, and blind spots.
• Perform root cause analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement
• Manage and lead assigned projects and effectively communicate with the requestor and leadership team any project roadblocks that may jeopardize deadlines in advance of due dates.
• Work with Agile project teams of people with technical and non-technical backgrounds. Able to communicate requirements questions and technical issues to a non-technical audience.
• Manage, develop, and maintain reports for use by various departments.
• Ad-hoc SQL queries to support data analysis
• Collaborates and maintains effective working relationships with management, internal departments, and external vendors.
• Provide testing support for all in-bound and out-bound files.
• Test and document system changes thoroughly. Support for QA and UAT of system changes

Qualifications and Skills:

• Bachelor’s or Master’s Degree in Computer Science, Information Systems or related field or equivalent Experience
• In lieu of a Bachelor's Degree, 5+ years of experience with reporting and analytics with data analysis, extraction, and manipulation in a financial setting utilizing SQL.
• 2 or more years of prior experience in wealth management/securities industry
• A very high level of proficiency in SQL, Postgres and relational and multi-dimensional databases.
• Strong project leadership experience, including being a technical lead for multiple complex software development projects using agile methodologies.
• Comfortable using the Atlassian suite: Jira, Confluence.
• Solid grasp of software engineering fundamentals and their practical application.
• Strong interpersonal skills, with a demonstrated ability to make effective decisions while working through complex issues.
• "Self-starter"" attitude and ability to make decisions independently.
• Comfortable working in a fast-paced and highly collaborative environment.
• Excellent verbal and written communication skills.
• Helpful, can-do attitude and a willingness to take ownership of problems.
• Strong desire to learn and grow.

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical insurance
• Dental insurance
• Prescription drug benefits
• Vision insurance
• Retirement savings 401(k) plan with matching
• Paid time off
• Paid holidays
• Critical illness insurance
• Veterinary pet insurance
• Employee assistance program
• Life insurance
• Short & long-term disability insurance
• Legal plan

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time

It’s time for the next step in your career. Apply now.

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