60 Bellwether Financial Services Associate Jobs Hiring Near You

• Own QA strategy and data validation plan for every Sigma/Databricks client implementation designing tie-out workflows, reconciliation checkpoints, and data quality gates
• Write SQL queries and build Excel-based data validation models to reconcile legacy system data identifying gaps and discrepancies before client launch
• Validate Sigma dashboards, data sources, and calculated fields against reconciled data ensuring clients see accurate numbers from day one
• Build and maintain data quality dashboards and detailed audit reports documenting validation results for client sign-off
• Conduct technical discovery calls with clients; document data requirements, system landscape, and identify integration risks upfront
• Identify and escalate technical blockers, data quality issues, and integration risks to the Senior PM and development team
• Coordinate with data engineering, Salesforce, and infrastructure teams on validation, integration, and deployment issues
• Build reusable validation templates, field mapping guides, and implementation checklists that scale across clients

• 5+ years of market experience and professional working experience
• 3+ years of product management in business or financial analytics
• 3+ years of experience in data platform environments
• Proven track record managing client implementations or platform rollouts, translating technical requirements into operational plans
• Background in product management or cross-functional technical leadership

• Bachelor's degree in Computer Science, Finance, Business Management, or related

Bellwether seeks detail-oriented, technically skilled individuals who are intellectually curious about data quality and platform operations. The successful candidate should have:

• Job Knowledge & Technical Ability: Strong SQL skills-you can write queries independently to validate data, reconcile tables, and identify discrepancies. Advanced Excel proficiency-building data validation models, pivot tables, lookups, and audit trails. Hands-on experience with analytics platforms (Sigma, Tableau, Looker) or data warehouses (Databricks, Snowflake, BigQuery). Understanding of data migration methodologies, ETL workflows, and schema mapping. Comfortable diving into data lineage, calculated fields, and dashboard logic to identify accuracy issues. Strong attention to detail and ability to troubleshoot technical problems methodically. Strong experience with financial services, commercial real estate, or related preferred.
• Client Communication & Technical Translation: Excellent ability to explain technical data concepts to non-technical clients. Proactive in surfacing risks early and escalating smartly. Strong listening and interpersonal skills-you ask good questions and take time to understand client context. Comfortable presenting validation results, testing outcomes, and implementation status to mixed-technical audiences.
• Initiative & Dependability: Ability to perform responsibilities independently and proactively. Self-directed ownership mindset-you take accountability for quality outcomes and deliver end-to-end. Strong project management skills and meticulous attention to detail. Comfort with ambiguous technical problems and autonomous problem-solving.
• Professionalism & Teamwork: Acts with honesty and integrity. Maintains confidentiality and adheres to company policies. Promotes collaborative, productive working relationships across technical and non-technical teams. Demonstrates respect and support for cross-functional partners.

• Experience with real estate, financial services, or asset management workflows
• Hands-on experience with Sigma BI, Databricks, or similar modern data platforms
• Familiarity with Salesforce and data migrations from legacy systems
• Experience building data validation frameworks or audit processes
• Background owning client success and managing technical implementations

• Quarterly travel to client sites for discovery calls, validation work, and implementation support

• While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time.
• Must be able to talk, hear, and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone, and other office productivity machinery.
• Must frequently prepare, inspect, and analyze documents and data, and convey details or important instructions accurately.
• Ability to work independently and prioritize duties to ensure timely completion. Collaboration with cross-functional partners is essential.
• Requires active listening, critical thinking, data analysis, decision-making, time management, and project coordination skills.
• Ability to interact professionally and diplomatically with clients and internal stakeholders at all times.
• Regular, predictable attendance is required.

The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

• No hazardous or significantly unpleasant conditions (typical office environment).
• Moderate noise (business office with computers, phones, and typical office traffic).
• Indoor business office environment with windows; light to moderate foot traffic within work areas. Client site visits as needed.

The work environmental characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Position Title: Technical Product Manager, Data Platforms
• Classification: Exempt
• Position Status: Regular, Full-Time
• Reports To: Senior Product Manager, Director of Product or Vice President of Product
• Direct Reports: No

We offer a comprehensive benefits package that includes:

• Employer-paid Medical, Dental & Vision, with buy-up options available
• Flexible Spending Account, Health Savings Account
• Carrot Fertility Benefit - $10,000 lifetime benefit
• 401k company match 4%, immediately vested
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
• 14 weeks Maternity Leave
• Wellbeing program offerings
• Cell phone reimbursement
• Engaging team events & holiday parties