AssetMark Financial, Inc

AssetMark Financial, Inc

Director, Data Engineering

Charlotte, NC · Director

No sponsorship$192k-$240kDetected 29 days ago
PythonCode ReviewSQLSnowflakeCI/CDMachine LearningdbtData EngineeringData ScienceA/B TestingIncident ResponseTest AutomationLeadershipCollaboration

About the role

  • More than 10,000 advisors rely on AssetMark for our investment offerings, innovative technology, and expert services.
  • We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
  • This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

Responsibilities

  • Build the platform foundation: Lead engineering design and delivery for the new data platform, including ingestion standards, Snowflake environment strategy, role-based access control, data zones/layers, metadata management, and service-level expectations.
  • Create the enterprise ELT operating model: Drive adoption of Fivetran for managed ingestion, Snowflake for scalable storage and processing, and dbt for governed transformations, data quality tests, documentation, and reusable data models.
  • Enable trusted data products: Partner with data consumers to deliver curated, reusable data assets that support analytics, reporting, product experiences, client/advisor insights, operations, and future AI/ML workloads.
  • Own the migration roadmap: Lead planning and execution for migrating priority data domains, pipelines, models, and reporting dependencies from legacy platforms and bespoke integrations into the target Snowflake/Fivetran/dbt architecture.
  • Manage cutover and coexistence: Define phased migration strategies, dependency maps, rollback plans, data validation routines, parallel-run approaches, and business-readiness checkpoints to minimize operational risk.
  • Drive reconciliation and trust: Ensure migrated datasets meet clear acceptance criteria for completeness, accuracy, timeliness, lineage, access control, and auditability before decommissioning legacy assets.
  • manage milestones, risks, issues, and executive communication.
  • Run the platform like a product: Own platform reliability, performance, SLAs/SLOs, incident response, capacity planning, Snowflake cost optimization, and continuous improvement of developer experience.
  • Coordinate cross-functional delivery: Orchestrate migration activities across Data Engineering, Application Engineering, Analytics, Data Governance, Security, Infrastructure, Product, and business owners; manage milestones, risks, issues, and executive communication.
  • Translate governance into controls: Implement data quality, lineage, classification, privacy, PII handling, audit trails, and access-control policies through automated engineering practices and platform guardrails.

Requirements

  • 10+ years of progressive experience in Data Engineering, Data Architecture, Software Architecture, or Technology Leadership, with at least 3+ years in people management or dedicated technical leadership.
  • Hands-on experience with Fivetran or comparable managed ingestion platforms, including connector governance, schema drift handling, ingestion monitoring, and source-to-target validation.
  • Deep practical experience with dbt, including model design, macros, tests, documentation, exposures, lineage, CI/CD, and promotion patterns across environments.
  • experience with orchestration, data observability, version control, and CI/CD practices.
  • Proven success leading data platform migrations, modernization programs, or large cross-functional data initiatives with dependency management, cutover planning, reconciliation, and stakeholder communication.
  • Strong understanding of data governance, data quality, metadata, privacy, PII controls, auditability, and regulatory expectations in a financial-services environment.
  • Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice to have

  • Financial Services, Wealth Management, or FinTech experience, including familiarity with custodial data, account/household data, trade processing, billing, performance, and regulatory reporting.
  • Experience establishing medallion-style data layers, data product operating models, semantic/serving layers, or governed self-service analytics patterns.
  • Experience enabling downstream Data Science, AI/ML, product analytics, and operational reporting teams through curated data products and reliable feature-ready datasets.
  • Experience managing vendor contracts, platform spend, and enterprise adoption of cloud data technologies.
  • What Success Looks Like
  • Priority migration waves are planned, sequenced, validated, and delivered with transparent business readiness and risk management.
  • Fivetran, Snowflake, and dbt are used consistently with documented standards, automated testing, lineage, observability, and cost controls.
  • Legacy data pipelines and reporting dependencies are progressively reduced, with measurable improvements in reliability, speed to delivery, and data trust.

Compensation

  • The Base Salary range for this position is between $192,000-$240,000.
  • This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
  • This position will also be eligible for additional variable incentive compensation and competitive benefits.
  • Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.

Benefits

  • Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
  • Flex Time or Paid Time Off and Sick Time Off
  • Medical, Dental, Vision - HDHP or PPO
  • HSA - Employer contribution (HDHP only)
  • Volunteer Time Off
  • Fitness Reimbursement

Company info

  • to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
  • We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses.
  • Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
  • Our values are how we show up every day.
  • Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
  • Client Success.
  • We believe in:
  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
  • Unyielding Integrity, doing what's right, always. Even when it's hard.
  • Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
  • These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
  • Our Culture & Benefits

Visa & Work Authorization

  • Candidates must be legally authorized to work in the US to be considered.
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