Careers at Parkwoods
Work with Purpose. Plan with Clarity.
At Parkwoods Wealth Partners, we believe financial planning starts with purpose – understanding what matters most and building from there. Our team helps clients live intentionally, using a planning-first approach that connects money to meaning.
We’re always interested in meeting professionals who share that commitment. Whether you’re a financial advisor who believes in Purpose First Planning or a specialist who wants to contribute to our mission in another capacity, we’d like to hear from you.
If you value thoughtful relationships, evidence-based investing, and helping clients find confidence in their financial lives, Parkwoods may be the right place for you.
To explore opportunities with us, send a note to careers@parkwoods.com and tell us a bit about yourself.
Integration Data Operations Manager
Location: Hybrid in St. Louis office, but open to hybrid in another Parkwoods office location or fully remote for the
right candidate.
The Onboarding & Integration Data Operations Manager is responsible for leading data migration, conversion, and operational integration activities related to acquisitions and onboarding. This role works closely with the Onboarding & Integration Advisor, internal teams, advisors, and technology partners to ensure accurate and efficient data transitions while maintaining a high level of client service. The ideal candidate has strong technical and analytical skills, and is passionate about delivering seamless integration experiences.
Key Responsibilities
- Manage and execute data conversion and integration projects related to acquisitions.
- Coordinate and oversee data migration activities across key platforms, including Orion and Redtail.
- Validate and reconcile data throughout the conversion process to ensure accuracy.
- Partner with Integration and Operations teams to support onboarding and transition initiatives.
- Create and maintain reports, tracking tools, and project documentation using Excel.
- Identify process improvements and implement best practices to enhance efficiency and data quality.
- Provide excellent internal and external client service throughout the integration lifecycle.
- Manage multiple concurrent projects and priorities.
Qualifications
Required:
- Experience working with Orion and Redtail.
- Advanced proficiency in Microsoft Excel, including data analysis, reconciliation, and reporting.
- Strong attention to detail and problem-solving skills.
- Excellent communication and project coordination abilities.
- Demonstrated client service mindset and commitment to delivering high-quality results
Preferred:
- Experience with Orion data conversions, including historical data conversions.
- Experience with Redtail data conversion projects.
- Previous experience supporting mergers, acquisitions, integrations, or large-scale operational transitions.
- Familiarity with wealth management operations and advisor technology platforms.
Success Factors
- Strong analytical and organizational skills.
- Ability to manage complex data projects with accuracy and efficiency.
- Collaborative approach to working across multiple teams and stakeholders.
- Commitment to providing a positive experience for advisors and internal partners during times of change
and growth.
To apply, please email careers@parkwoods.com