OneDigital is hiring: Data Quality Analyst in Overland Park

Overview

Are you looking to accelerate your career without having to hide your authentic self? A place where you can be you? 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. Our culture is people-first, growth-oriented, and committed to supporting you. Must be eligible to work in the United States without the need for work visa or residency sponsorship.

New 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.

Responsibilities

• 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.

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 and portfolio management platforms.
• Support onboarding and integration efforts; address escalated issues with custodians, vendors, and advisors.
• Lead or participate in cross-functional projects with long-term goals and milestones.
• Foster relationships 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 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.

Compensation and Benefits

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.

Apply and Policies

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. We believe in celebrating diversity, insisting on equity and inclusion, and connecting our people. 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 regardless of veteran status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin or ancestry, citizenship or immigration status, disability, or any other category protected by law. A copy of the Federal EEO poster is linked in the application materials.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. Employment decisions comply with all applicable laws prohibiting discrimination in employment.

In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!