
Data engineer
Role summary
Our client, a leading wealth management platform, seeks a Head of AI Product and Data Engineering to lead the development of an integrated advisor platform. This role involves overseeing AI-powered data product creation, guiding data engineering and analytics teams, and shaping strategic direction. The ideal candidate has 10+ years in data engineering and AI/ML, with 5+ years in leadership, and experience deploying production AI solutions. Proficiency in cloud platforms (AWS, Azure, GCP) and data processing frameworks (Spark, Hadoop, Kafka) is desirable. The position requires strong technical acumen, strategic thinking, and the ability to collaborate with cross-functional teams to drive innovation and business impact in the financial services sector.
About The Company
Our client is a respected wealth management platform renowned for delivering innovative financial solutions to high-net-worth individuals and institutional clients. As a privately held organization, they pride themselves on their commitment to excellence, client-centric approach, and technological innovation. The company leverages cutting-edge technology and data-driven insights to provide personalized advice and investment strategies, establishing itself as a leader in the financial services industry. With a focus on organic growth and sustainable development, the organization fosters a collaborative and forward-thinking environment that encourages continuous learning and innovation.
About The Role
The company is seeking a Head of AI Product and Data Engineering to spearhead the development and enhancement of an integrated advisor platform. This strategic leadership role involves overseeing the creation and deployment of AI-powered data products that significantly enhance the capabilities of the company's advisors and in-office teams. The successful candidate will be responsible for guiding data engineering and analytics teams, shaping the strategic direction for data products, and managing their end-to-end lifecycle from conception to deployment.
This role requires a leader with a robust technical background in data engineering, analytics, and platform architecture, coupled with hands-on experience in delivering AI and machine learning products in a production environment. The ideal candidate will possess a proven track record of leading cross-functional teams, driving innovation, and implementing scalable data solutions that deliver measurable business impact. They should be adept at integrating proprietary technology with external ecosystem partners to create seamless, efficient, and user-centric advisor experiences.
The position demands a strategic thinker who can navigate complex technical landscapes, foster collaboration across departments, and align technological initiatives with the company's broader business objectives. A deep understanding of AI, ML, and data ecosystems is essential, along with the ability to stay abreast of emerging trends and incorporate them into the company’s strategic roadmap. This leadership role offers the opportunity to influence the future of wealth management technology and contribute to the company’s growth trajectory.
Qualifications
The ideal candidate should possess a bachelor’s or master’s degree in Computer Science, Data Science, Engineering, or a related field. Extensive experience—typically 10+ years—in data engineering, AI, and machine learning, with at least 5 years in a senior leadership or managerial role, is required. Demonstrated success in leading multiple teams, managing large-scale data projects, and deploying AI solutions in a production environment is essential.
Proficiency in cloud platforms such as AWS, Azure, or Google Cloud, along with expertise in data processing frameworks like Spark, Hadoop, or Kafka, is highly desirable. Strong knowledge of data modeling, architecture, and security best practices is necessary. Experience working within financial services or wealth management sectors is preferred, but not mandatory.
The candidate should possess excellent communication skills, with the ability to articulate complex technical concepts to non-technical stakeholders. A strategic mindset, problem-solving capabilities, and a proactive approach to innovation are critical for success in this role.
Responsibilities
Lead the strategic planning and execution of AI and data engineering initiatives to support the company’s wealth management platform and advisor tools.
Oversee the development, deployment, and maintenance of AI-powered data products, ensuring they meet quality, security, and compliance standards.
Manage and mentor cross-functional teams comprising data engineers, data scientists, and analytics professionals, fostering a culture of innovation and continuous improvement.
Collaborate with product managers, business stakeholders, and external partners to define requirements, set priorities, and deliver impactful solutions.
Drive the adoption of best practices in data architecture, engineering, and AI model deployment, ensuring scalability and robustness of solutions.
Stay abreast of emerging technologies and industry trends, integrating relevant innovations into the company’s product roadmap.
Establish governance frameworks for data management, security, and compliance, aligning with industry regulations and organizational policies.
Represent the company at industry events, conferences, and forums, sharing insights and building strategic partnerships.
Benefits
The company offers a competitive salary package complemented by performance-based incentives. Employees benefit from comprehensive health insurance plans, including medical, dental, and vision coverage. The organization supports ongoing professional development through training programs, certifications, and conference participation.
Work-life balance is prioritized, with flexible working arrangements and generous paid time off policies. Employees enjoy a collaborative and innovative work environment that encourages creativity and personal growth. Additionally, the company provides opportunities for career advancement within a rapidly growing organization that values diversity and inclusion.
Equal Opportunity
The company is an equal opportunity employer. They are committed to fostering an inclusive environment where all employees and applicants are treated with respect and fairness regardless of race, gender, age, religion, national origin, disability, or any other protected characteristic. Diversity and inclusion are integral to the company’s culture and success, and all qualified candidates are encouraged to apply.