Analyst, Client Data Migration

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more,

We are seeking a highly technical and detail-oriented Client Data Migration Analyst to own and drive large-scale investment data conversions and block transitions onto the Vestwell platform. This role is responsible for managing complex, high-volume datasets received from prior recordkeepers, custodians, advisors, and investment managers, ensuring data accuracy, integrity, and successful implementation.

This position sits at the intersection of investment operations, data analytics, and platform implementation. This role serves as a subject matter expert for conversion data, investment mappings, reconciliations, and exception management.

• Leading block investment conversions involving large, multi-plan datasets from external recordkeepers and custodians
• Analyzing, validating, transforming, and reconciling investment and position-level data using Python and other appropriate techniques
• Designing and executing reconciliation logic to validate balances, share quantities, pricing, fund mappings, and historical data
• Partnering with implementation, sales, and client teams to define investment lineups, mapping strategies, and conversion approaches
• Acting as the primary technical contact for custodians, prior recordkeepers, fund companies, and advisors to resolve data discrepancies and exceptions
• Developing and maintaining scripts and queries to automate data ingestion, normalization, validation, and exception reporting
• Establishing scalable data quality controls, audit checks, and conversion sign-off processes
• Managing and tracking conversion risks, defects, and remediation efforts across multiple plans and vendors
• Supporting investment setup and onboarding at scale, ensuring alignment with platform, custodial, and program requirements
• Overseeing post-conversion validation of investment performance data, fact sheets, and reporting outputs
• Driving continuous improvement by identifying inefficiencies and implementing automation, tooling, and standardized workflows
• Serving as a technical escalation point and mentor for associates supporting investment data and conversion workflows
• Leading post-conversion reviews, root-cause analyses, and documentation of lessons learned

• 2+ years of experience in investment operations, data operations, conversions, or financial services
• Direct experience supporting large-scale data migrations or block conversions, preferably in a recordkeeping or custodial environment
• Advanced proficiency in SQL, including complex joins, aggregations, reconciliations, and data validation
• Strong hands-on experience using Python for data analysis, transformation, automation, and reconciliation (e.g., pandas, numpy)
• Working knowledge and experience with Postgres or similar relational database
• Familiarity with AWS and AWS services such as RDS
• Proficiency with BI tools, such as SIGMA
• Solid understanding of investment data structures (funds, share classes, tickers, CUSIPs, pricing, positions, balances)
• Proven ability to work accurately through high-volume, highly detailed datasets under strict timelines
• Strong communication skills with the ability to translate technical data issues into clear business context
• Demonstrated ability to manage multiple conversions simultaneously while maintaining data integrity and audit readiness

• Experience working with custodial or recordkeeper data feeds (positions, pricing, transactions, or performance)
• Familiarity with retirement plan conversions, blackout periods, and cutover coordination
• Experience building repeatable reconciliation frameworks or operational dashboards
• Exposure to audit, compliance, or data governance standards within financial services
• Prior experience acting as a technical lead or subject matter expert within an operations team
• Prior experience working with snowflake and/or other data warehouses
• Prior experience working with AI tools.

This role will be based in our King of Prussia office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $85K - $105K base. This position is eligible to participate in the Company Bonus Pool and is eligible…