Principal Director, Data Integration

Envestnet•Annandale, VA

33d•$144,000 - $180,000

About The Position

Envestnet is seeking a Principal Director, Data Integration to join our Finance department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: Deliver the industry-leading wealth management platform, powered by advanced data and insights Leverage our scale and efficiencies to serve our clients' needs comprehensively Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit www.envestnet.com. Job Summary: As the Principal Director, Data, this role will be a strategic leader responsible for overseeing Envestnet's data strategy, governance, and analytics capabilities. Reporting directly to the Head of Financial Systems, you will drive the development and execution of a comprehensive data vision to support Envestnet's financial systems, enhance decision-making, and deliver actionable insights to stakeholders across the organization. This role requires a blend of technical expertise, strategic vision, and leadership to ensure data is leveraged as a critical asset for business growth and operational excellence.

Requirements

10+ years of progressive experience in data management, analytics, or related fields, with at least 5 years in a leadership role.
Bachelor's degree in Computer Science, Data Science, Engineering, or a related field
Proven track record in the financial services or wealth management industry, with familiarity in financial systems and regulatory requirements.
Experience building and leading high-performing data teams in a fast-paced, technology-driven environment.
Deep expertise in data architecture, data modeling, ETL processes, and cloud-based data platforms (e.g., Oracle, Snowflake, AWS).
Proficiency in analytics tools (e.g., Tableau, Power BI) and programming languages (e.g., SQL, Python).
Knowledge of AI/ML frameworks and their application in financial services
Exceptional ability to communicate complex technical concepts to non-technical stakeholders, including C-suite executives.
Strong strategic thinking and problem-solving skills, with a focus on driving business outcomes.
Certifications in data management, cloud platforms, or related areas (e.g., CDMP, AWS Certified Big Data, Google Cloud Professional Data Engineer).
Strategic vision with a hands-on approach to execution.
Ability to navigate ambiguity and drive clarity in complex, cross-functional projects.
Strong commitment to fostering a culture of diversity, inclusion, and innovation.
Deep understanding of the wealth management industry and its data needs.

Nice To Haves

Master's degree or MBA preferred.

Responsibilities

Data Strategy & Vision: Develop and implement a forward-thinking data strategy aligned with Envestnet's business objectives, ensuring data supports financial systems, client solutions, and operational efficiency.
Data Governance & Quality: Establish and enforce data governance policies, standards, and processes to ensure data integrity, security, and compliance with regulatory requirements (e.g., GDPR, CCPA, SEC regulations).
Data Architecture & Infrastructure: Oversee the design, implementation, and optimization of scalable data architectures, including data warehouses, lakes, and pipelines, to support Envestnet's financial systems and analytics needs.
Analytics & Insights: Lead the development of advanced analytics, machine learning models, and reporting tools to provide actionable insights for financial advisors, internal teams, and leadership.
Team Leadership: Build, mentor, and manage a high-performing data team, including data scientists, engineers, and analysts, fostering a culture of collaboration, innovation, and accountability.
Cross-Functional Collaboration: Partner with technology, product, finance, and compliance teams to integrate data solutions into Envestnet's financial systems and client-facing platforms.
Innovation & Technology Adoption: Stay ahead of industry trends, evaluating and implementing cutting-edge data technologies (e.g., AI, cloud-based analytics, real-time processing) to maintain Envestnet's competitive edge.
Stakeholder Engagement: Serve as a trusted advisor to the Head of Financial Systems and other senior leaders, translating complex data concepts into business value and strategic recommendations.
Performance Metrics: Define and track KPIs to measure the success of data initiatives, ensuring alignment with organizational goals and client outcomes.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Benefits

Be a member of an innovative and industry leading financial technology and solutions company
Competitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K - Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program