Data Architect- Wealth Management

• 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 to 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.

• 10-12 years of experience in data engineering / data architecture, with a substantial portion in Banking & Financial Services.
• Demonstrated experience in Wealth Management or closely adjacent areas (asset management, private banking, or brokerage), with working knowledge of financial instruments, portfolios, custody, advisory, and client/household data.
• Proven track record designing large scale data platforms on AWS.
• Strong data modeling expertise across dimensional, data vault, and normalized/3NF approaches, and knowing when to apply each.
• Deep experience with data lake / lakehouse and data warehouse architecture, including ETL/ELT design.
• Solid understanding of data governance, data quality, metadata management, and data lineage in a regulated environment.
• Experience handling sensitive data with appropriate security, privacy, and compliance controls.
• Strong stakeholder management and the ability to communicate architectural decisions to technical and non technical audiences.
• AWS storage & compute: S3, Redshift, EMR, Athena, Glue, Lake Formation; lakehouse formats Parquet and Iceberg or Delta Lake.
• Streaming and serverless orchestration: Kinesis, MSK (Managed Kafka), Lambda, Step Functions, MWAA (Managed Airflow).
• Databases: RDS, Aurora, DynamoDB.
• Security & access: IAM, KMS, encryption at rest/in transit, and fine grained access control.
• Infrastructure as Code (CloudFormation and/or Terraform), advanced SQL, and Python.
• BI / consumption tools: QuickSight, Tableau, or Power BI.

Nice to Have Skills

• AWS certifications (e.g., AWS Certified Data Analytics - Specialty, AWS Certified Solutions Architect).
• Enterprise architecture framework experience (e.g., TOGAF).
• Experience with data cataloging and governance tools (e.g., Collibra, Alation).
• Familiarity with market data providers (e.g., Bloomberg, Refinitiv) and portfolio accounting / performance systems.
• Exposure to machine learning / advanced analytics enablement.
• Experience with data mesh or domain oriented data architecture.
• Knowledge of relevant regulatory frameworks and reporting requirements in wealth management.

System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.