Envestnet · 1 day ago
Principal Director, Data Integration
All, MO
Full-time
Onsite
Senior Level, Lead/Staff
$144K/yr - $180K/yr
10+ years expEnvestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Principal Director, Data Integration will oversee the company's data strategy, governance, and analytics capabilities, ensuring that data is leveraged as a critical asset for business growth and operational excellence.
Financial ServicesFinTechWealth Management
Responsibilities
Data Strategy & Vision: Develop and implement a forward-thinking data strategy aligned with Envestnet’s business objectives, ensuring data supports financial systems, client solutions, and operational efficiency
Data Governance & Quality: Establish and enforce data governance policies, standards, and processes to ensure data integrity, security, and compliance with regulatory requirements (e.g., GDPR, CCPA, SEC regulations)
Data Architecture & Infrastructure: Oversee the design, implementation, and optimization of scalable data architectures, including data warehouses, lakes, and pipelines, to support Envestnet’s financial systems and analytics needs
Analytics & Insights: Lead the development of advanced analytics, machine learning models, and reporting tools to provide actionable insights for financial advisors, internal teams, and leadership
Team Leadership: Build, mentor, and manage a high-performing data team, including data scientists, engineers, and analysts, fostering a culture of collaboration, innovation, and accountability
Cross-Functional Collaboration: Partner with technology, product, finance, and compliance teams to integrate data solutions into Envestnet’s financial systems and client-facing platforms
Innovation & Technology Adoption: Stay ahead of industry trends, evaluating and implementing cutting-edge data technologies (e.g., AI, cloud-based analytics, real-time processing) to maintain Envestnet’s competitive edge
Stakeholder Engagement: Serve as a trusted advisor to the Head of Financial Systems and other senior leaders, translating complex data concepts into business value and strategic recommendations
Performance Metrics: Define and track KPIs to measure the success of data initiatives, ensuring alignment with organizational goals and client outcomes
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Qualification
Required
10+ years of progressive experience in data management, analytics, or related fields, with at least 5 years in a leadership role
Bachelor's degree in Computer Science, Data Science, Engineering, or a related field
Proven track record in the financial services or wealth management industry, with familiarity in financial systems and regulatory requirements
Experience building and leading high-performing data teams in a fast-paced, technology-driven environment
Deep expertise in data architecture, data modeling, ETL processes, and cloud-based data platforms (e.g., Oracle, Snowflake, AWS)
Proficiency in analytics tools (e.g., Tableau, Power BI) and programming languages (e.g., SQL, Python)
Knowledge of AI/ML frameworks and their application in financial services
Exceptional ability to communicate complex technical concepts to non-technical stakeholders, including C-suite executives
Strong strategic thinking and problem-solving skills, with a focus on driving business outcomes
Certifications in data management, cloud platforms, or related areas (e.g., CDMP, AWS Certified Big Data, Google Cloud Professional Data Engineer)
Strategic vision with a hands-on approach to execution
Ability to navigate ambiguity and drive clarity in complex, cross-functional projects
Strong commitment to fostering a culture of diversity, inclusion, and innovation
Deep understanding of the wealth management industry and its data needs
Preferred
Master's degree or MBA preferred
Benefits
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
1001-5000 employees
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2025-12-19
Venture Capital Journal
2025-12-15
Company data provided by crunchbase