Manager – Platform Data Operations

Great Gray Trust Company

. Own end-to-end, day-to-day data operations for the RPAG platform, ensuring customer data is accurate, complete, and refreshed on schedule .

Posted 10/23/2026full-timeLas Vegas • Nevada • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data operations and management, with a strong focus on automation, data quality, and compliance. Proven ability to lead teams, define processes, and communicate effectively across technical and non-technical stakeholders.

Highest-signal resume keywords

Data Operations ManagementSQL ProficiencyTeam LeadershipAutomation and ETL ToolsData Quality Assurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementData IntegrityProcess DocumentationKPI DefinitionFile Transfer ProtocolsData IntegrationData IngestionScriptingAdvanced ExcelPerformance Management

Soft Skills

Excellent CommunicationProblem-SolvingCoachingChange ManagementCross-Functional Collaboration

Tools & Technologies

SQLPythonPower QuerySSISPAL Management DashboardFeed Management ToolsRecordkeeping SystemsAPI-Based Data Exchange

Industry Keywords

Financial Services OperationsRetirement Plan DataInstitutional Financial OperationsHigh-Growth EnvironmentPrivate Equity-Backed

Tech Stack

Tools & technologies

ETLPythonSQLSSIS

About the role

Key responsibilities & impact

Own end-to-end, day-to-day data operations for the RPAG platform, ensuring customer data is accurate, complete, and refreshed on schedule
Oversee preparation, formatting, validation, and loading of Plan Asset Link (PAL) and other inbound partner files
Define and track service levels and data quality metrics, and report on performance
Oversee data operations tickets from customers and data providers; identify root causes, trends, and preventative measures
Establish documented procedures, controls, and audit trails for recurring data processes
Assess workflows, quantify manual effort and risk, and build a roadmap for automation and process improvement
Partner with Product, Engineering, and cross-functional teams to automate ingestion, validation, mapping, exception handling, and new data integrations
Apply SQL, scripting, and ETL tools to shift work from manual execution to exception-based review and analysis
Measure and communicate improvement impacts, including hours saved, error reduction, and turnaround time
Serve as operational voice of change for PAL Management Dashboard and Feed Management tools; document business rules
Lead, coach, and hold accountable a team of data operations specialists
Lead training, knowledge transfer, cross-training, documentation, and adoption of exception-based review
Support retirement of the legacy PAL schema and migration to the new architecture
Coordinate secure file transfers with recordkeepers and implement protocol updates
Engage institutional advisors, broker-dealers, and RIAs to ensure accurate capture of their book of business
Serve as subject matter expert and escalation point for team members and advisor service associates
Communicate with institutional clients to resolve inquiries and issues
Ensure data handling and file transfers comply with information security and compliance standards

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Information Systems, Data/Computer Science, or a related field (or equivalent experience)
7+ years of experience in data operations, data management, or financial services operations, including 3+ years leading teams
Demonstrated track record of replacing manual processes with automated or streamlined workflows, with measurable results
Hands-on proficiency with SQL and advanced Excel
Working knowledge of scripting or automation/ETL tools (e.g., Python, Power Query, SSIS, or similar)
Strong understanding of data integrity, data quality, file transfer protocols (e.g., SFTP), and system compatibility concepts
Experience in coaching, performance management, and development, including assessing talent and making difficult staffing decisions
Ability to define and document processes, controls, and KPIs, and to transfer knowledge effectively through training
Excellent communication and problem-solving skills, with the ability to work with technical and non-technical audiences, clients, and cross-functional partners
Comfort leading change and building structure in a fast-paced environment with multiple priorities
Familiarity with retirement plan data, recordkeeping systems, or institutional financial operations preferred
Experience with data integration and ingestion platforms or API-based data exchange preferred
Experience in a private equity-backed or high-growth environment preferred
Experience managing data operations across multiple applications or business lines preferred
Must be authorized to work directly for any employer in the United States without visa sponsorship or transfer

Benefits

Comp & perks

Competitive compensation package
Group medical, dental and vision insurance
Employer-paid life and disability insurance
Annual well-being stipend
Eligible employees may contribute to a 401(k) plan with an advantageous employer contribution model