About The Position

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.

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 Haves

  • A Master’s degree is a plus.

Responsibilities

  • 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.

Benefits

  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Number of Employees

5,001-10,000 employees

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