Senior Data Engineer

Role Overview

We’re looking for a Data Engineer to build and scale our modern data platform. You’ll design pipelines that ingest and transform data from key wealth management systems into Snowflake, enabling analytics, reporting, and business insights across the firm.

You’ll work closely with analytics, finance, and operations teams to ensure data is reliable, well-modeled, and accessible.

Key Responsibilities

Build and maintain scalable data pipelines into Snowflake

Develop transformations using dbt (modeling, testing, documentation)

Orchestrate workflows using Prefect

Integrate SaaS platforms using Workato

Ingest and integrate data from portfolio, client, financial, and enterprise systems

Design data models for portfolio, client, and financial reporting

Ensure data quality, lineage, and governance best practices

Optimize performance and cost in Snowflake

Occasionally support data visualization work in Tableau

Required Qualifications

5+ years of experience in data engineering

Strong SQL skills and data modeling experience

Hands-on experience with Snowflake

Strong experience with dbt

Familiarity with ETL/ELT patterns and API-based ingestion

Experience with orchestration tools (Prefect, Airflow, etc.)

Develop solutions using Python for data engineering, automation, API integrations, and workflow development

Experience working with cloud platforms, preferably Microsoft Azure

Working knowledge of Tableau for data visualization

Nice to Have

Experience integrating financial platforms (Addepar, Morningstar, etc.)

Knowledge of data governance and regulatory environments.

Experience with CI/CD for data workflows

Understanding of financial/wealth management data is a plus