Data Integration Specialist

About the Role: YTS 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 Responsibilities: Own 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 systems Identify, investigate, and resolve data discrepancies, sync failures, and quality issues before they impact reporting or client-facing output Establish and document data governance standards, validation rules, and quality-control checkpoints Partner with Operations, Client Service, and IT/vendor teams to troubleshoot integration issues and improve data flow across the technology stack Monitor scheduled data feeds and imports; proactively flag and remediate failures or anomalies Support system implementations, upgrades, and new integrations from a data-integrity standpoint Document data flows, mappings, and integration architecture Qualifications 3+ years of experience in data integration, data management, or a related analytical role — ideally within wealth management, financial services, or fintech Hands-on experience with Black Diamond and/or comparable portfolio management or CRM platforms (Orion, Salesforce, Redtail, etc.) is a strong plus Strong SQL skills; familiarity with ETL tools and data pipeline concepts Demonstrated ability to identify root causes of data quality issues and implement lasting fixes, not just workarounds Excellent attention to detail and comfort owning accuracy for a firm's core data systems Strong written and verbal communication skills — able to explain data issues to non-technical stakeholders Bachelor's degree in a related field (Computer Science, Information Systems, Finance) or equivalent practical experience Work Environment & Physical Requirement'sPrimarily office-based with regular in-person client meetings and interactions Professional, fast-paced, and collaborative environment Occasional travel for client meetings, conferences, networking events, and firm initiatives

Physical Requirements: Prolonged periods of sitting, computer use, and phone communication Ability to attend in-person meetings and events Occasional lifting of light materials up to 20 pounds Ability to communicate effectively in both in-person and virtual environments

Compensation & Benefits: Compensation

Salary Range: $80,000 – $90,000 (commensurate with experience)

Benefits & Perks: Growth and leadership development opportunities 9 paid company holidays Flexible scheduling for personal appointments Travel expense reimbursement 10 days of Paid Time Off 401(k) with dollar-for-dollar match up to 4%Medical, Dental, Vision insurance Health Reimbursement Arrangement (HRA)Life Insurance Maternity & Paternity Leave Observed Holiday's: New Year's Day Martin Luther King, Jr. Day Presidents' Day Good Friday Memorial Day Juneteenth Independence Day Labor Day Thanksgiving Day Day After Thanksgiving Christmas Eve Christmas Day New Year's Eve Schedule &

Work Environment: Monday–Friday (Daylight hours)Occasional evenings/weekends for client events and networking Remote role Legal & Compliance Disclosures

Equal 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