Data Quality Specialist

Position Overview

The Data Quality Specialist reports to the Data Quality Team Manager and supports the accuracy, integrity, and consistency of data across the organization.

The successful candidate will begin in our Operations department, gaining hands-on experience with our business, systems, and processes. After completing this training period, the individual will transition to a permanent position on the Platforms team.

In this role, the Data Quality Specialist will identify and resolve data issues, perform ongoing maintenance and reconciliation, strengthen data quality controls, and help establish standards that support reliable reporting and business decisions.

The Data Quality team receives, reconciles, and manages data from multiple sources across the firm. The team also supports firmwide initiatives, develops dashboards and metrics, and trains advisors and employees on the effective use of data and software solutions.

Key Responsibilities

· Develop a thorough understanding of the firm’s data architecture, governance framework, systems, and processes.

· Assess, monitor, and maintain data quality across the organization.

· Identify, investigate, and correct data errors and inconsistencies.

· Reconcile data received from multiple internal and external sources.

· Serve as a subject matter expert on the Orion platform for home office employees and advisors.

· Provide Orion training and support to internal employees and Investment Advisors.

· Build expertise in Stratos reporting capabilities and how they support teams across the organization.

· Support projects involving cost basis, tax reporting, performance, composites, trading, billing, and regulatory reporting.

· Improve data quality automation, governance, controls, and reporting.

· Partner with departments across the firm to maintain data integrity and resolve data-related issues.

· Document and maintain data quality standards, processes, and procedures

At the Beachwood Office, Stratos staff work a hybrid work schedule; working 3 days in the office, 2 days remote.

At Stratos, we invest in our people with affordable, comprehensive medical, dental, and vision coverage; a competitive 401(k) match with immediate vesting; a generous PTO policy; paid parental leave—8 weeks for dads and 16 weeks for moms; employer paid long-term and short-term disability; professional development support; and wellness resources. Join a collaborative, people-first culture focused on your growth, well-being, and success.

Equal Employment Opportunity We are an Equal Opportunity Employer (EOE) committed to providing a workplace free from discrimination and harassment. Employment decisions are based on business needs, job requirements, and individual qualifications, without regard to any status protected by applicable federal, state, or local law. We value an inclusive workplace where all employees and applicants are treated with dignity and respect.

Qualifications

· Bachelor’s degree in accounting, finance, or a related field.

· Three or more years of experience in the financial services industry.

· Strong working knowledge of Orion, Microsoft Excel, and Outlook.

· Excellent organizational skills and attention to detail.

· Ability to manage priorities and produce accurate work in a fast-paced environment.

· Strong analytical, problem-solving, communication, and collaboration skills.

· Willingness to obtain FINRA licenses if needed.