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Role deep-dive· Implementation & delivery

🔌Integration Engineer / Systems Integrator — Wealth

You build a nightly ETL pipeline at an RIA aggregator that pulls positions from five custodians via API and reconciles t

Sourced from 7 recent JDs · snapshot taken 2026-06-20

Salary Lab · live estimate

What this role pays — by city, years & skill stack

New York · Wall Street + wirehouses + a fintech bench
$106k
$89k – $129k median band

Illustrative ranges — calibrated from Levels.fyi, Glassdoor and Robert Half wealth-tech guides. Real offers vary widely by firm, equity, and team. Use this to compare cities & skill stacks, not as a quote.

How the work gets done

The same four lenses we use on every capability and skill page.

Comprehensive financial planning

4 operations

  • Client discovery & risk profiling

    annual

    An hour of structured questions surfaces goals, values, fears, family structure, and risk tolerance — captured in CRM, not on a notepad.

  • Data intake & account aggregation

    annual

    Tax returns parsed in minutes, accounts linked via aggregator, statements scanned — not 6 weeks of email back-and-forth.

  • Net worth & cash-flow build

    quarterly

    Household balance sheet and 12-month cash flow in one view, refreshed automatically from linked accounts.

  • Ongoing plan refresh & alerts

    monthly

    Plan auto-refreshes off custodial + aggregator feeds; alerts fire on drift from goal, life-event triggers, or assumption breaches.

Day-in-the-life

Day-in-the-life (sourced from 7 recent JDs)

You build a nightly ETL pipeline at an RIA aggregator that pulls positions from five custodians via API and reconciles them against the Orion PMS before morning advisor dashboards populate.

Top skills for this role

  • Job demand80%
  • Job demand32%
  • Job demand42%
  • Job demand38%
  • Job demand55%
  • Job demand35%
Features you'd touch in this role
Recommended path

How to land — and survive — as a Integration Engineer / Systems Integrator — Wealth

  1. Step 1 · Free · play now
    Run the Skill DNA drill — see where you stand on PMS read/write API patterns
    Hands-on drill

    A fast, scenario-based self-assessment. Replayable, no signup, 5–10 minutes. Different from the multiple-choice quizzes further down the page.

    Start the drill
  2. Step 2 · Premium · full playbook
    Integration Engineer / Systems Integrator — Wealth playbook (preview)

    Hand-curated checklists, real templates, and the failure modes nobody documents — see the first 30% free.

    Preview the playbook
    Preview
  3. Step 3 · 1:1 · operator session
    Mock interview with an operator

    30-minute 1:1: role-specific case prompts, portfolio review, and offer-negotiation talk-track.

    Book a slot
    Live
Practice & explore

Drills, quizzes, vendor matrix, industry map, and reads — all in one place.

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