Data Architect- Wealth Management

Responsibilities

• Design and maintain the end-to-end data architecture for the Wealth Management domain, including data lakes/lakehouses, warehouses, and streaming pipelines on AWS.
• Define conceptual, logical, and physical data models for core wealth management entities such as clients, households, accounts, portfolios, holdings, transactions, and advisor relationships.
• Establish architecture standards, patterns, and best practices for data ingestion, storage, transformation, and consumption across the organization.
• Architect solutions for regulatory and compliance reporting (e.g., SEC, FINRA, Reg BI, SOX, and relevant privacy regimes), ensuring auditability and data lineage.
• Lead the design of data governance, quality, cataloging, and master data management (MDM) frameworks.
• Partner with security teams to enforce encryption, access controls, and PII/PCI handling for sensitive financial and client data.
• Guide data engineering teams on implementation, review designs, and ensure alignment with the target architecture.
• Evaluate and select tools and AWS services, balancing cost, performance, scalability, and maintainability.
• Support real-time and batch integration with source systems such as portfolio accounting, custody, CRM, market data feeds, and financial planning platforms.
• Collaborate with business and analytics stakeholders to enable BI, reporting, and advanced analytics/ML use cases.

Requirements

• 10–12 years of experience in Data Engineering/Data Architecture, with significant experience in Banking & Financial Services.
• Demonstrated experience in Wealth Management or closely related domains (Asset Management, Private Banking, or Brokerage), with working knowledge of financial instruments, portfolios, custody, advisory, and client/household data.
• Proven experience designing and implementing large-scale AWS-based data platforms.
• Strong expertise in data modeling, including Dimensional Modeling, Data Vault, and Normalized (3NF) approaches.
• Deep experience with Data Lake/Lakehouse and Data Warehouse architecture, including ETL/ELT design.
• Strong understanding of Data Governance, Data Quality, Metadata Management, and Data Lineage in regulated environments.
• Experience handling sensitive data with security, privacy, and compliance controls.
• Excellent stakeholder management and communication skills, with the ability to present architectural decisions to both technical and non-technical audiences.
• Hands-on experience with AWS services: S3, Redshift, EMR, Athena, Glue, Lake Formation, Parquet, Iceberg or Delta Lake.
• Strong understanding of Streaming and Serverless technologies: Kinesis, MSK (Managed Kafka), Lambda, Step Functions, MWAA (Managed Airflow).
• Database experience: Amazon RDS, Aurora, DynamoDB.
• Experience with Security: IAM, KMS, Encryption at Rest/In Transit, Fine-Grained Access Control.
• Strong SQL and Python programming skills.
• Experience with BI tools such as QuickSight, Tableau, or Power BI.

Skills

• AWS Certifications (AWS Certified Data Analytics – Specialty, AWS Certified Solutions Architect, etc.).
• TOGAF or other Enterprise Architecture framework experience.
• Experience with Data Catalog and Governance tools such as Collibra or Alation.
• Familiarity with market data providers such as Bloomberg or Refinitiv.
• Experience with Portfolio Accounting and Performance Management platforms.
• Exposure to Machine Learning and Advanced Analytics enablement.
• Experience implementing Data Mesh or Domain-Oriented Data Architecture.
• Knowledge of regulatory frameworks and reporting requirements within Wealth Management.