What are the responsibilities and job description for the Data Quality Analyst position at OneDigital?
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
Summary:
The Data Quality Analyst ensures the accuracy, consistency, and reliability of the data that powers Wealth
Management operations, reporting, and strategic decisions. This role develops and executes data validation
processes, monitors key quality metrics, and partners with internal teams and external custodians to resolve
discrepancies. By maintaining high standards of data integrity, the analyst directly supports advisor efficiency,
client reporting accuracy, and the division’s overall growth.
Qualifications, Skills and Requirements:
- Develop and execute data testing strategies to validate accuracy, completeness, and consistency
across custodial and portfolio management systems.
- Monitor and report on data quality metrics, proactively identifying and resolving issues to maintain a
99% accuracy standard.
- Perform root cause analysis on recurring issues and recommend process or system improvements.
- Create and maintain documentation for data validation rules, QA procedures, and reporting
standards.
- Collaborate with Wealth Operations, Compliance, and Technology teams to resolve discrepancies
and support reporting, analytics, and decision-making.
- Act as a subject matter resource for custodial integrations (e.g., Schwab, Fidelity, Raymond James)
and portfolio management platforms (e.g., Orion Advisor Tech, Tamarac, Black Diamond).
- Support advisor and branch onboarding by ensuring accurate and timely system integrations.
Address escalated issues by independently researching or coordinating with custodians, vendors,
and advisors.
- Lead or participate in projects that may require long-term goals, milestones, and cross-functional
collaboration.
- Foster strong relationships with internal teams and branch offices to ensure data integrity supports
field and client success.
Education, Training and Experience:
- Bachelor’s degree in business, Finance, Economics, Data Analytics, Computer Science, Information
Systems, or related field preferred.
- 4–6 years of business experience in financial services or investment industry required.
- 2 years of experience in data quality, data governance, or QA testing preferred.
- Experience with custodial platforms (Schwab, Fidelity, Raymond James) strongly preferred.
- Experience with advisor technology platforms (Orion, Tamarac, Black Diamond) preferred.
- Strong technical expertise with custodial systems, portfolio management software, and data
integrations.
- Proven ability to manage projects, timelines, and vendor relationships.
· Familiarity with regulatory standards applicable to RIAs and broker/dealers. · Proficiency in Excel, reporting tools, and database management. · Excellent communication and problem-solving skills; able to work independently and collaboratively. · Strong knowledge of compliance standards within the RIA environment. · Full knowledge and understanding of basic investment terms and account types · Ability to balance detailed execution with high-level strategic initiatives.
Other:
- Regular and predictable attendance required.
- Primarily sedentary work with extensive computer use.
- Occasional travel to industry conferences (1–3 times per year).
- Role involves access to highly confidential financial and client data; discretion is essential.
- Attention to detail, accuracy, and strong critical thinking are required.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked
here
.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
