Lead Data Engineer

Senior Data Engineer / Analytics Engineer

Downtown San Francisco | Hybrid (4 days onsite)

What You'll Do

Data Engineering & Infrastructure

• Design, build, and maintain data pipelines from ingestion through transformation and delivery
• Own data modeling and transformation across the firm's core data sources
• Build and maintain a reliable, scalable data infrastructure from the ground up
• Ensure data quality, consistency, and governance across systems

Analytics & Business Partnership

• Serve as the primary technical translator between data systems and non-technical business stakeholders
• Partner with wealth management, finance, operations, and leadership teams to understand data needs and deliver solutions they can actually use
• Build reporting and analytics capabilities that give the business clear visibility into performance and client data
• Communicate complex data concepts in plain language — confidently and clearly

AI & Modern Tooling

• Leverage AI tools to improve productivity and analytical output — familiarity with tools like Glean expected
• Contribute to the firm's evolving AI initiatives as they develop
• Stay current on relevant AI and data tooling and bring practical recommendations to the team

What We're Looking For

Required

• Strong proficiency in Python and SQL
• Hands-on experience with data modeling, transformation, and pipeline development
• Ability to work independently as the primary or sole data practitioner — this is not a large team environment
• Confident communicator — comfortable presenting to and advising non-technical stakeholders including senior leadership
• High EQ — personable, collaborative, and able to build trust with people across the organization
• 4 days per week onsite availability in downtown San Francisco

Strongly Preferred

• Background in finance, wealth management, or financial services
• Experience at a private equity-backed company or PE rollup environment
• Familiarity with wealth management workflows, data structures, and reporting needs
• Experience as the sole or primary data person at a company — someone who has had to be resourceful, self-directed, and scrappy
• Exposure to AI tools in a professional context (Glean or similar)

Compensation

• Base salary: $185,000 – $235,000
• Discretionary bonus
• Downtown San Francisco office — hybrid, 4 days onsite per week