Description
Position Summary:
The Senior Data Supply Chain Analyst is a highly experienced, expert-level individual contributor and subject matter expert responsible for analyzing, documenting, and improving the financial and other data Cetera receives from external parties across the wealth management data supply chain. The role reports to the Head of Third Party Data and works across a portfolio of hundreds of third-party providers and feeds end-to-endfrom source and file structure through intermediaries, ingestion, enterprise platforms, mastered data, reporting, and advisor and client experiences. The analyst translates complex data problems into clear evidence, confirmed root causes, and actionable recommendations that improve data quality and increase confidence in enterprise reporting, analytics, and business decision-making. The role begins with the Product Sponsor Quality initiative and supports the broader Third-Party Data remit covering all external parties product sponsors, custodians, clearing firms, transfer agents, recordkeepers, aggregators, market utilities, and technology and data providers. The analyst performs cross-source reconciliation and root-cause work, and partners across Data Experience, Strategic Relations, Due Diligence, Operations, Data Quality, MDM, Data Trust, Architecture, and Engineering, as well as with the Product Sponsors directly, to reduce data friction at the source. The team enables Project Crystal Ball (PCB) and the role requires hands-on depth with industry data feeds.
Core Responsibilities:
Portfolio Coverage & Documentation Establish and maintain reusable source profiles, file specifications, data dictionaries, mappings, change histories, and known-issue logs for assigned sources. Manage a portfolio of third-party providers and feeds along with the inventory of files, interfaces, business purposes, internal consumers, identifiers, and key contacts current. Maintain consistent reconciliation over time, in alignment with the team so there is a consistent view and common understanding across all Product Sponsors. Participate in the design and development of the framework by which to manage Product Sponsor discussions to increase the overall confidence of the data Cetera receives, including completeness and quality. This includes source-to-consumer data-flow and lineage documentation, and attribute-level mapping to enterprise domains such as Account, Position, Transaction, Security, Product, Sponsor, Financial Professional, Client, and Reference Data. Establish and maintain documentation and analytical standards for third-party data analysis, reconciliation, and source assessment activities. Produce consistently high-quality, well-documented analysis and serve as a subject matter expert for assigned providers, feeds, and data domains.
Industry Data Feed Analysis & Reconciliation Serve on a team of primary subject matter experts for assigned third-party providers and feeds, providing consultation and guidance to Data Experience, Data Quality, Architecture, Engineering, Operations, and business stakeholders on data sourcing, mappings, lineage, and issue resolution. Work hands-on and at depth with third party data feeds, including industry feeds, e.g. DST FAN Mail, BNY DAZL, and DTCC / NSCC (NSCC IPS POV, FAR, PRP, COM; Payment aXis commission settlement), as well as proprietary feeds. Trace and validate how feeds move through clearing-firm files (Pershing, NFS/Fidelity, Schwab), aggregation via Broadridge / IDM (Investigo) and Albridge / ABR-DW, FI360 for retirement plan data, and downstream SmartWorks (PBD/CIS) and AdviceWorks. Identify and execute upon cross-source profiling, reconciliation, and gap analysis of accounts, positions, transactions, balances, identifiers, and mappings, and quantify scale and business impact. Investigate complex issues such as DTCC/DST coexistence and suppression logic, duplicate-transaction propagation, and timing or staleness; distinguish symptoms, failure points, and confirmed root causes. Data Experience, Provider Engagement & Reporting Translate complex technical findings into clear business impact, executive-ready summaries, visualizations, and recommendations that support prioritization, investment decisions, and remediation planning. Prepare evidence-based issue packages and participate in working sessions with external providers, aggregators, and internal relationship owners; track decisions, dependencies, and remediation to resolution. Build and maintain provider and feed scorecards covering completeness, timeliness, reject and exception rates, recurrence, reconciliation, and remediation progress. Support provider-facing data expectations and change-management standards in partnership with the Head of Third-Party Data, Strategic Relations, and Data Experience teams.
Continuous Improvement & Enablement Identify systemic patterns across feeds and recommend scalable, preventive solutions rather than one-off fixes. Develop and promote reusable templates, playbooks, standards, analytical frameworks, and automation capabilities that improve consistency, scalability, and effectiveness across the Third-Party Data program. Share reusable approaches and lessons learned with peers on documentation, mappings, reconciliations, and issue analyses. Other duties as assigned.
Required Knowledge, Skills, and Abilities:
Wealth management industry experience is required, including working knowledge of brokerage, advisory, custody, clearing, product sponsor, annuity/insurance, and retirement data flows. Hands-on experience with industry data feeds is required, including sponsor and custodial feeds such as DST FAN Mail, BNY DAZL, DTCC / NSCC (NSCC IPS and Payment aXis), and clearing-firm files from Pershing, NFS/Fidelity, and Schwab, aggregated through Broadridge / IDM (Investigo) and Albridge. Recognized expertise in financial-services data flows and the ability to independently diagnose complex cross-platform data issues spanning providers, intermediaries, enterprise systems, and business processes. Strong SQL and advanced data-analysis skills, including profiling, reconciliation, comparison, and exception analysis across large data sets. Demonstrated ability to drive complex analyses and move issues, decisions, dependencies, and remediation to completion across teams. Experience creating clear documentation such as data dictionaries, mappings, data-flow and lineage views, requirements, and operating procedures. Ability to translate between business, operations, provider, architecture, engineering, governance, and data-quality perspectives. Strong communication and presentation skills, including the ability to produce leadership-ready summaries and recommendations. Proven ability to influence outcomes and drive resolution across multiple teams and external partners without direct management authority. Demonstrated ability to apply AI, automation, or advanced analytics to improve efficiency and scale
Skills
Sql, DTCC, Data analysis
Top Skills Details
Sql,DTCC,Data analysis
Additional Skills & Qualifications
Desired Knowledge, Skills, and Abilities:
Securities Industry Essentials (SIE) exam preferred; additional FINRA registrations are a plus. Active registration is not required unless role responsibilities require it. Familiarity with data governance, metadata, lineage, master data management, reference data, and data catalog concepts. Experience with Power BI or Tableau, Python or Power Query, APIs, and XML/JSON/delimited file handling. Experience with industry data feed coexistence, feed suppression logic, and duplicate-transaction remediation in a broker-dealer environment.
Minimum Required Education & Experience:
Bachelor's degree in a related field or equivalent. 7+ years of experience in data analysis, data quality, data operations, or data management, including significant hands-on experience with financial-services and wealth-management industry data feeds, and enterprise-scale data quality initiatives.
Experience Level
Intermediate Level
Job Type & LocationThis is a Contract to Hire position based out of Coppell, TX. Pay and BenefitsThe pay range for this position is $65.00 - $80.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Job Type & LocationThis is a Contract to Hire position based out of Coppell, TX. Application DeadlineThis position is anticipated to close on Oct 30, 2026. Workplace TypeThis is a hybrid position in Coppell,TX.
About TEKsystems
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
