Data Migration Analyst

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The role of the Data Migration Analyst is to oversee and execute the setup and ongoing flow of data into internal data systems from internal and external data sources, including data migration for transforming offices.

What to Expect

Data Migration for Transforming Offices

• Leads data migration for transforming offices, and autonomously executes on standard conversions
• Creates and delivers timelines and project plans to transforming offices
• Hits deadlines and holds transforming offices accountable for meeting theirs
• Accountable for high data quality and remediation of missing data/data inconsistencies
• Helps with training and documentation to aid in future data migrations

Data Reconciliation, Quality and Management

• Accountable for on-time and accurate delivery of recurring and adhoc tasks
• Provides timely and sufficient remediation of data issues
• Executes on automation and continuous improvement data initiatives
• Explains complex data situations to non-technical stakeholders
• Creates process data flows

Data Management Case Queue

• Takes work from the data management queue with little direction
• Analyzes tickets for patterns/business process issues, and suggests ideas for improvement
• Trains newer stakeholders on resolving cases
• Contributes to a repository of documentation on SOPs, accountabilities, etc.
• Meets with other departments when issues/process breaks occur

Additional Responsibilities

• Participates in team ceremonies, such as daily stand-up, team meetings, planning, etc.
• Additional duties as required