Job Description

Senior/ Lead Data Engineer (AWS) – Wealth Management

Location: Fort Mill, NC (Hybrid)

Employment Type: Full-Time

Role Overview

We are seeking a  Senior Data Lead Engineer with deep expertise in  wealth management / financial services and strong hands-on skills in  Python based data engineering . This role will lead the design, development, and optimization of enterprise-scale data platforms supporting portfolio management, client reporting, risk analytics, and regulatory compliance. You will act as a  technical leader , driving modern data architecture, mentoring teams, and partnering with business stakeholders to deliver high-impact data solutions.

Key Responsibilities

Data Engineering & Architecture

• Design and build  scalable data pipelines using Python (PySpark, Pandas, Airflow).
• Architect  data lakes / warehouses (Snowflake, Redshift, or similar).
• Implement  real-time and batch data processing frameworks .
• Optimize data models for  analytics, reporting, and ML use cases .

Wealth Management Domain

• Work with datasets across:
• Portfolio & asset management
• Trade lifecycle & transaction data
• Client onboarding & KYC
• Performance reporting & attribution
• Build systems supporting  investment analytics, risk, and regulatory reporting .

Leadership & Strategy

• Lead a team of data engineers; provide technical guidance and code reviews.
• Define  data engineering best practices, governance, and standards .
• Collaborate with Product, Analytics, and Business teams.
• Drive  data quality, lineage, and observability frameworks .

Cloud & Platform Engineering

• Develop solutions on  AWS :
• S3, Glue, Lambda, EMR, Redshift
• Implement  CI/CD pipelines and infrastructure-as-code (Terraform/CloudFormation).
• Ensure  security and compliance (FINRA, SEC considerations).

Required Qualifications

• 10+ years of experience in  data engineering / data platform development
• 3+ years in a  lead or architect role
• Strong programming expertise in  Python
• Hands-on experience with:
• PySpark / Spark
• SQL & data modeling
• Workflow orchestration (Airflow, Prefect)
• Experience in  wealth management / asset management / financial services
• Strong understanding of:
• Investment data models
• Market data & financial instruments
• Experience with  cloud-native data platforms (AWS)

Preferred Qualifications

• Experience with  Snowflake / Databricks
• Knowledge of  machine learning pipelines
• Familiarity with  data governance tools (Collibra, Alation)
• Exposure to  real-time streaming (Kafka, Kinesis)
• Certifications in AWS or Data Engineering

Key Skills

• Python (Advanced)
• Data Architecture & Modeling
• Financial / Wealth Management Domain
• Cloud Data Engineering (AWS)
• Leadership & Stakeholder Management
• ETL / ELT Pipelines
• Big Data Technologies

What Success Looks Like

• Scalable, high-performance data pipelines supporting critical investment workflows
• High data quality, governance, and compliance adherence
• Strong collaboration across business and technology teams
• Mentored and high-performing data engineering team

Why Join Us

• Work on mission-critical financial data platforms
• High visibility with business and executive stakeholders
• Opportunity to shape next-gen data architecture in wealth management

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