Serve as a mentor guiding a team of specialists while executing complex data work
Drive operational excellence through mentorship, project oversight, and hands-on delivery of data onboarding, migration, conversion, and validation projects
Foster a collaborative team culture, driving efficiency and quality in data delivery
Responsible for leading the onboarding and implementation of US/ LATAM Clients
Lead and mentor a team of Custodial Data Onboarding Specialists, supporting career development
Manage the team’s work allocation, prioritization, and execution to ensure on time project delivery
Provide technical oversight and hands-on contributions to data onboarding, data migration, data conversion, and validation efforts
Establish and maintain standard processes to ensure quality and consistency in client delivery
Guide the team in issue resolution and escalate blockers proactively
Collaborate cross functionally across global teams including Sales, Client Solutions, Product, and Engineering

4+ years of experience in technology and finance, with exposure to client facing or delivery roles
Prior experience leading or mentoring others, either formally or informally, with a demonstrated ability to coach, influence, and drive outcomes
Strong domain knowledge in portfolio, wealth, or investment management and familiarity with financial data structures
Proficient in SQL/ Python and knowledgeable in ETL workflows and data transformation logic
Strong communication skills, able to convey complex ideas clearly across cultural and functional boundaries
Highly organized with an eye for detail, able to juggle multiple priorities and deliver under tight timelines
Solutions driven mindset with a desire to improve and innovate
Experience working with globally distributed teams and clients is mandatory.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment.
Visa sponsorship is not available for this position.

Lead, Data Onboarding

Key skills