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We are seeking a highly motivated and experienced Operational Data & Analytics Data Lead to join our Wealth Management Technology team. This senior role is critical to driving the evolution of our data strategy, across operational data and analytical data capabilities. The ideal candidate will be a seasoned expert with a deep understanding of the wealth management domain, coupled with extensive hands-on experience in designing and implementing modern, cloud-based data ecosystems. You will be responsible for architecting the data landscape that connects our operational systems with our analytical platforms, enabling actionable insights for the business. This role requires a unique blend of technical expertise, financial industry knowledge, and a proactive, results-driven mindset.
Job Responsibility
Design, develop, and maintain expert-level conceptual, logical, and physical data models for the wealth management domain, covering areas such as client holdings, transactions, performance, and risk
Lead the strategy and execution for modernizing our analytical data and data warehouse technologies, including the migration and integration of cloud-based providers (e.g., AWS, Snowflake, Google Cloud Platform)
Create and implement robust, scalable, and secure frameworks for data ingestion (batch and real-time), data curation, quality control, and data distribution to downstream consumers
Architect and oversee the integration between core operational systems (e.g., trading, portfolio management) and our analytical systems to ensure seamless data flow and a single source of truth
Champion and demonstrate the use of AI to solve data problems
Act with a strong sense of urgency to drive projects from conception to completion. Troubleshoot complex data-related issues and ensure the timely delivery of high-quality data solutions
Partner closely with business leaders, portfolio managers, financial advisors, and technology teams to understand their data needs and translate them into technical requirements and solutions
Requirements
10+ years of experience in technology roles within major financial services firms, with a significant portion dedicated to wealth management
Proven track record of working with analytical data platforms and data warehouses through their technological evolution, from on-premise traditional systems (e.g., Teradata, Oracle) to modern cloud-based solutions
Demonstrated expertise in creating and managing complex data models specifically for the wealth management industry. Must be able to articulate the nuances of wealth data
Hands-on experience building frameworks for the end-to-end data lifecycle: ingestion, curation, and distribution
Proficiency with data wrangling and preparation tools (e.g.,Dataiku, Alteryx, or similar)
Advanced skills in data visualization tools (e.g.,Tableau, Power BI, or similar)
Strong SQL skills and experience with various database technologies
Familiarity with programming languages such as Python for data manipulation
A proactive, "get-it-done" attitude with a proven ability to act with urgency and navigate a complex, fast-paced environment
Ability to think holistically and bridge the gap between operational and analytical systems, understanding the dependencies and data flows
Bachelor's degree in Computer Science, Engineering, Data Science, Finance, or a related field
Nice to have
Master's degree is a plus
What we offer
Discretionary and formulaic incentive and retention awards
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays