Role Description We are seeking an experienced, financial services–focused professional to join our team as a Data Specialist. This role is ideal for a highly detail-oriented, analytical, and collaborative individual who excels at managing complex data conversions and partner integrations. The Senior Data Specialist provides end-to-end support for data transfers associated with onboarding new broker-dealer and vendor data onto BETA’s platform. - Serve as the Lead Analyst for data conversions from acquired brokerage firms onto BETA’s platform for new or existing clients. - Analyze complex source data sets to define conversion requirements and specifications. - Develop and maintain detailed mapping documentation, including specifications, pseudocode, spreadsheets, validation tables, and reconciliation tools. - Serve as the primary liaison between clients and internal technical teams, translating business requirements into technical solutions and managing communication of status, risks, and issue resolution. - Facilitate client mapping sessions and perform gap analysis across data modules to produce finalized conversion instructions. - Support full conversion lifecycle, including testing, validation, and production go-live, ensuring data accuracy, completeness, and successful outcomes. - Perform extensive data validation, oversee test execution, and provide hands-on support during production events. - Maintain and enhance documentation standards, workflows, and vendor de-conversion processes to enable scalable, repeatable integrations. - Continuously improve conversion processes and support models for new vendor integrations. - Utilize advanced Excel techniques (e.g., formulas, pivot tables, data validation) to analyze and interpret large datasets. Qualifications - 6+ Years of relevant experience in client integration project, preferably within the finance services industry. - Bachelor’s degree or the equivalent combination of education and experience is required. - Ability to manage multiple integration projects concurrently while meeting defined timelines. - Strong collaboration skills, with the ability to partner effectively with internal teams and external client stakeholders. - Demonstrated ownership and accountability from requirements gathering through production implementation. - Commitment to continuous improvement, including participation in post-project reviews. - Strong customer service mindset with the ability to work independently. - High level of integrity, dependability, and professionalism. - Excellent verbal and written communication skills, with the ability to convey complex information clearly to both technical and non-technical audiences. - Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, Visio, and Project. - Advanced Excel expertise, with the ability to analyze large datasets using formulas, pivot tables, and advanced querying techniques; macro development is a plus. - Familiarity with IBM mainframe environments or basic COBOL concepts is a plus. Company Description BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

• Diseñarás arquitecturas de datos escalables, resilientes y alineadas con los objetivos estratégicos de negocio. • Definirás modelos y estándares de arquitectura para la gestión, integración y explotación del dato en entornos corporativos complejos. • Liderarás la definición de plataformas de datos modernas, asegurando su gobernanza, escalabilidad, seguridad y eficiencia operativa. • Participarás en iniciativas de transformación digital ayudando a evolucionar ecosistemas de datos hacia modelos más flexibles, distribuidos y orientados al dato como producto. • Colaborarás con equipos multidisciplinares y stakeholders de negocio para transformar necesidades funcionales en soluciones de arquitectura sostenibles y de alto impacto. • Impulsarás buenas prácticas de gobierno, calidad, observabilidad y ciclo de vida del dato, promoviendo una cultura DataOps y de mejora continua. • Evaluarás tendencias, capacidades y nuevas aproximaciones arquitectónicas dentro del ecosistema de datos y analítica avanzada. • Contribuirás a la definición de aceleradores, frameworks y estándares internos que permitan industrializar y optimizar las soluciones de datos.

• Architect, design, and manage end‑to‑end Snowflake‑based data platforms, ensuring high performance, scalability, and reliability • Lead data modelling initiatives (dimensional, normalised, and hybrid models) to support complex analytical and financial reporting needs • Design and implement ETL/ELT pipelines, including orchestration, data ingestion, and real‑time or near‑real‑time streaming integrations • Collaborate with stakeholders to analyse data requirements, translating business needs into effective data architecture designs. • Ensure best practices in Snowflake implementation, including performance optimisation, security, access control, and storage management. • Develop advanced SQL and Python scripts for data transformation, automation, and validation • Integrate DevOps practices such as CI/CD and infrastructure‑as‑code into the data engineering lifecycle • Provide architectural leadership and mentoring to data engineers, fostering high standards for delivery, documentation, and collaboration • Support proofs of concept (POCs) and contribute to technical evaluations of tools and technologies

Role Description The Part-Time Instructor for Excel & SQL for Data Analysis plays a key role in delivering engaging and impactful learning experiences to adult learners enrolled in our online programs. Instructors facilitate curriculum content, support student learning, and connect technical concepts to real-world business and analytics applications. This role involves teaching live online sessions, mentoring students, providing feedback, and contributing to a collaborative instructional environment. Classes are delivered 100% online in a synchronous format. Key Responsibilities - Deliver live online training sessions covering Excel and SQL concepts. - Cover core topics including: - Excel: - Data handling and formatting - Functions and formulas (lookup, logical, statistical, etc.) - Pivot Tables and Pivot Charts - Data cleaning and validation - Dashboard creation and reporting - Practical business reporting workflows - SQL: - Database fundamentals - Writing queries (SELECT, JOIN, GROUP BY, etc.) - Data filtering and aggregation - Subqueries and views - Query optimization basics - Practical business use cases and case studies - Conduct hands-on exercises and guide learners through project work. - Provide hands-on support for assignments, labs, and activities. - Mentor learners and resolve technical or conceptual queries. - Evaluate assignments, assessments, or mock sessions when required. - Ensure timely completion of curriculum and learning milestones. - Maintain session quality metrics and learner engagement. - Collaborate with internal teams on curriculum updates, learner feedback, and delivery planning. Qualifications - Bachelor’s degree in IT, Computer Science, Data Analytics, or related field - Strong hands-on experience with Advanced Excel and SQL - Industry experience in data analysis, reporting, or business intelligence roles - Prior experience delivering online or classroom training sessions preferred - Excellent communication, facilitation, and presentation skills - Ability to explain analytical concepts clearly to learners with varied backgrounds Preferred Skills - Experience with Power BI, Tableau, or other BI/visualization tools - Knowledge of Python or data analytics workflows - Relevant certifications in Excel, SQL, analytics, or business intelligence - Experience creating dashboards and business reports - Familiarity with real-world data analysis use cases Key Competencies - Strong instructional and facilitation skills - Ability to simplify technical concepts clearly - Professional virtual presence and delivery - Reliability and schedule discipline - Strong learner engagement and mentoring mindset - Problem-solving and analytical thinking skills Student Support & Mentorship - Provide individualized student support during live sessions and scheduled office hours. - Maintain regular communication with students regarding progress, expectations, and milestones. - Respond to student and staff communications in a timely and professional manner. - Provide clear, constructive, and timely feedback on assignments and assessments. Performance Monitoring - Evaluate student progress based on course deliverables and established grading rubrics. - Maintain accurate documentation of student performance and engagement. - Identify and escalate academic or performance concerns to the Lead Instructor or appropriate staff. - Support performance improvement plans when necessary. Collaboration & Professional Conduct - Adhere to institutional policies and instructional team standards. - Foster an inclusive, respectful, and professional learning environment. - Serve as a role model and mentor for students. - Collaborate with instructional staff and program teams to improve the student learning experience. - Represent the organization professionally when interacting with students, staff, and external stakeholders. Work Schedule - Part-Time instructors typically work 10–15 hours per week depending on cohort schedules. - The total weekly part-time commitment is expected to be 8–12 hours. - Weekday - 06:30 PM CST - 09:30 PM CST (Monday, Wednesday and Thursday) - Weekend - 09:00 AM CST - 12:00 PM CST (Saturday and Sunday) - Flexibility for evening availability is required. Compensation - The anticipated pay range for this position is $55 – $60 per hour, depending on qualifications and experience. - This position is classified as Part-Time, Non-Exempt, and employees will be compensated for all hours worked in accordance with applicable federal and state wage and hour laws. Equal Employment Opportunity We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. Work Authorization Applicants must be legally authorized to work in the United States at the time of application and throughout employment.