✦ Luna Orbit — Finance & Accounting

Senior Operations Integration Associate , Portfolio Data - Remote

at EP Wealth Advisors, LLC

📍 Remote, US Remote 💰 $75K – $85K USD / year Posted March 11, 2026
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Position Details

Salary $75K – $85K USD / year
Type Full-Time
Experience mid
Exp. Years 3+ years
Education Bachelor’s degree in Finance, Business Administration, Information Systems, Data Analytics, or related field
Category Finance & Accounting

About this role

This role involves leading the onboarding and data transition processes for new partner firms onto the EP Wealth platform, ensuring data accuracy and operational efficiency.

Key Responsibilities

  • Lead onboarding of partner firms
  • Support data migration
  • Validate client data
  • Coordinate with vendors
  • Ensure data accuracy

Technical Overview

The position requires expertise in portfolio accounting systems, data migration, validation, and vendor collaboration, primarily with Tamarac and GeoWealth platforms.

Ideal Candidate

The ideal candidate is a mid-level operations specialist with 3+ years experience in wealth management operations, focusing on portfolio data and system integration. They should have strong communication skills and experience with portfolio accounting platforms like Tamarac and GeoWealth.

Must-Have Skills

Portfolio DataPortfolio accounting systemsData migrationData validationClient onboarding

Nice-to-Have Skills

System integrationVendor managementOperational support

Tools & Platforms

TamaracGeoWealth

Required Skills

Portfolio DataPortfolio accounting systemsData migrationData validationClient onboarding

Hard Skills

Portfolio DataPortfolio accounting systemsData migrationData validationClient onboardingSystem integrationVendors (TamaracGeoWealth)

Soft Skills

CommunicationCollaborationProblem-solvingAttention to detailProject management

Industry & Role

Industry Financial Services / Wealth Management
Job Function Managing portfolio data onboarding and system integration for wealth management partners

Keywords for Your Resume

Portfolio DataPortfolio accounting systemsData migrationData validationClient onboardingSystem integrationVendorsTamaracGeoWealthOperational supportWealth managementData accuracyClient accountsPortfolio performance

Deal Breakers

Lack of experience with portfolio systems, No background in wealth management operations, Inability to work remotely

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