Job Description:
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. More than 10,000 advisors rely on AssetMark for our investment offerings, innovative technology, and expert services. We are an integrated team of technologists, investment professionals, and operations experts working to keep our clients at the forefront of wealth management.
As AssetMark continues to invest in enterprise data capabilities, we are building a modern data platform that improves how data is ingested, governed, transformed, consumed, and activated across the business. This role will be a critical leadership position in Charlotte, helping shape the platform foundation and guide migration from legacy data patterns into a Snowflake-centered operating model.
Why This Role Matters
We are looking for a leader who can turn platform strategy into execution. This role is accountable for building the engineering muscle behind our enterprise data platform: establishing strong architectural patterns, enabling domain teams, reducing legacy complexity, and ensuring that analytics, product, operations, and AI/ML use cases are supported by governed, reliable, well-modeled data.
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.
Key Responsibilities:
I. Data Platform Development
- 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.
- Operationalize engineering quality: Embed automated testing, CI/CD, observability, cost monitoring, lineage, data contracts, and runbooks into platform delivery from the start rather than treating them as after-the-fact controls.
II. Migration Leadership and Delivery Execution
- 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.
- 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.
III. Hands-On Engineering Oversight and Operational Excellence
- Stay technically engaged: Remain hands-on in architecture reviews, critical code reviews, data model reviews, and production-readiness decisions across Python, SQL, Snowflake, dbt, and orchestration patterns.
- 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.
- 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.
- Support AI/ML readiness: Architect pipelines and curated feature-ready datasets that enable data science experimentation, model training, inference, and responsible AI governance.
IV. Stakeholder Leadership and Team Development
- Lead and scale the team: Build, mentor, and develop a high-performing team of data engineers and architects, creating a culture of ownership, craftsmanship, technical rigor, and measurable delivery.
- Partner at the executive level: Communicate platform strategy, tradeoffs, migration progress, risks, and investment needs in a way that builds confidence with senior technology and business leaders.
- Manage strategic partners: Own relationships with key platform vendors and data providers, including Snowflake, Fivetran, dbt, cloud providers, custodians, and other data ecosystem partners.
- Champion enterprise adoption: Help teams move from siloed data delivery to reusable, governed data products, creating clear intake, prioritization, support, and enablement models.
Required Qualifications
- 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.
- Direct experience leading modern cloud data platform initiatives using Snowflake, including performance tuning, environment strategy, RBAC/security, data sharing, workload management, and cost optimization.
- 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.
- Strong SQL and Python skills and the ability to review technical designs and code with credibility; 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.
- Demonstrated ability to set engineering standards, drive architectural consensus, and balance speed, quality, cost, security, and long-term maintainability.
Preferred Qualifications
- 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
- A clear target-state platform architecture is understood and adopted across Data Engineering and partner teams.
- 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.
- The team is stronger: engineers have clearer standards, better tooling, stronger ownership, and a culture of operational excellence.
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.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: 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
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
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.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
