> Markdown version of [/jobs/ext/4365559-data-architect](https://www.wearedevelopers.com/jobs/ext/4365559-data-architect). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Data Architect - **Company:** RFG Advisory - **Location:** Birmingham, AL, United States (Remote available) - **Experience:** Experienced - **Salary:** $160,000 - $180,000 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Artificial Intelligence, Data Analysis, Automation of Tests, Business Systems, Code Review, Data Architecture, Data Governance, Microsoft PowerPoint, Microsoft Copilot, Data Streaming, Snowflake, Claude, GPT, Software Version Control - **Published:** October 15, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=26d9a3be30080bb1 ## About the Role * 5-10 years of experience in investment banking, private equity, corporate development, or consulting. * At least 2-4 years of experience in a similar role at an acquisitive wealth management firm or broker-dealer actively pursuing M&A, minority investments, or Advisor consolidation; required and non-negotiable. * Demonstrated experience sourcing high-quality investment and M&A opportunities. * Proven track record building detailed models to support minority investments or M&A. * Experience generating management or IC-style presentations for senior internal and external stakeholders. Skills & Competencies * Strong understanding of corporate finance, valuation, and complex investment and M&A transaction structures, and the execution process from term sheet to closing. * Confident, professional communicator able to sell RFG's capital solutions programs and the broader RFG story to financial Advisors with credibility and gravitas. * Exceptional written and verbal skills; able to write clear memos, crisp email updates, and concise commentary for senior executives. * High ownership mentality; treats the firm's resources and investments with individual responsibility and accountability for outcomes. * Eager to proactively network, attend industry events, and identify opportunities rather than waiting for deals to come to you. * Able to turn around complex work products quickly without sacrificing accuracy or quality. * Highly organized, reliable, and comfortable managing multiple workstreams simultaneously. * Deeply curious about new concepts and technologies, including AI, that can enhance corporate development processes. * Comfortable with ambiguity and evolving priorities in a fast-paced, PE-backed environment. Technology & Tools * Outstanding Excel skills including fully-linked 3-statement models, sensitivity and scenario analysis, debt schedules, waterfalls, and returns analysis. * PowerPoint power user; able to create clean, executive-ready decks with strong structure and visuals. * Experience leveraging AI tools including Claude, ChatGPT, or Microsoft Copilot to build financial models, design processes, and conduct data analysis. Education & Credentials * Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related quantitative field. * CFA (Level I, II, or III), MBA, or CA designation is a strong plus. ## Description * Own our Snowflake environment: account structure, environments, compute, performance, and cost. * Run reliable pipelines from core business systems, including financial, CRM, and marketing platforms, with monitoring for freshness, completeness, and errors. * Put all data logic under version control with code review, automated testing, and a defined release process. * Define the target data architecture and roadmap, including reference architecture and standard integration patterns. * Tune performance, troubleshoot issues, and own backup, recovery, and retention for data assets. * Review new projects and requests for their data impact and produce high-level designs before work starts. * Simplify the data landscape: remove duplicate data and pipelines, and keep current diagrams of how data flows across systems. Building the Data Model & Metric Layer * Design and deliver a canonical data model for the firm's core business entities such as clients, accounts, and transactions. * Create a governed catalog of business metrics with clear definitions, owners, and tests. * Reconcile key figures to source systems and the general ledger, and publish the results. * Establish data governance: a data catalog with business definitions and lineage, data quality rules and monitoring, and named owners for key data. Client Data Protection * Design and maintain row-level access so each user and business unit sees only the data they are entitled to across every data surface, and test it regularly. * Lead classification, masking, and access reviews for client personal information in partnership with IT and Security. * Track changing privacy and data protection rules and partner with Compliance so our data practices stay ahead of them. AI Readiness * Build a documented semantic layer that AI assistants and internal tools can query safely. * Give AI and engineering teams governed datasets and access patterns so new tools can ship quickly. Migrations, Reporting & Partner Management * Lead the data work for system migrations. * Deliver the firm scorecard and leadership reporting on the same governed metrics used across the firm. * Hold technology vendors and development partners to clear data standards, and keep the firm able to move its data and logic between platforms. * Guide and upskill vendor engineers: set quality standards, review their work, and manage technical dependencies and roadmap milestones across teams.