AssetMark · 22 hours ago
Data Engineer
Charlotte, NC
Full-time
Hybrid
Mid Level
$126K/yr - $140K/yr
3+ years expAssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The Data Engineer will play a crucial role in transforming raw data into high-quality data products for business intelligence, overseeing the data modeling layer of the data warehouse and ensuring data accuracy and efficiency.
FinanceConsultingProfessional ServicesAdviceFinancial Services
No H1B
Responsibilities
Modeling & Architecture: Design, develop, and maintain analytical data models (e.g., Star Schemas, Dimensional Models) in Snowflake to support business reporting, BI tools (e.g., Power BI), and strategic decision-making
Transformation Logic (dbt): Own the entire dbt (Data Build Tool) lifecycle. Write, test, and deploy complex transformation logic in modular SQL, ensuring efficiency, reusability, and adherence to established coding standards
Data Curation: Collaborate with data engineers to transition raw data feeds (Bronze/Silver layers) into clean, certified, and aggregated datasets (Gold layer), making them the canonical source of truth for business metrics
Performance Tuning: Optimize SQL queries and dbt models for performance and efficiency within the Snowflake environment, managing compute usage and costs
Testing & Validation: Implement rigorous data quality testing using dbt tests and other validation frameworks to ensure data accuracy, completeness, and freshness before publishing to business users
Data Lineage & Documentation: Proactively generate and maintain comprehensive documentation, data dictionaries, and data lineage tracking for all production data models, promoting data literacy and trust across the organization
CI/CD Integration: Integrate dbt workflows into the existing CI/CD pipelines (e.g., Azure DevOps) to automate testing and deployment processes, ensuring continuous delivery and model reliability
Metric Consistency: Partner with business stakeholders and data analysts to define and govern consistent metric definitions and KPIs
Business Partnership: Serve as the technical expert for data analysts and business users, helping them understand data availability, querying techniques, and the structure of published data models
Data Engineering Collaboration: Work closely with Data Engineers to communicate data schema requirements and provide feedback on the ingestion and pipeline process
Qualification
Required
3+ years of professional experience as an Analytics Engineer, BI Engineer, or Data Analyst focused on data modeling and transformation
Expert proficiency in Advanced SQL for complex query writing and optimization
Strong experience implementing Dimensional Modeling (Kimball) concepts
Proven hands-on experience using dbt (Data Build Tool) in a production environment
Experience working with a modern cloud data warehouse like Snowflake
Foundational scripting ability in Python (for automation, utility scripts, or advanced dbt logic)
Experience with BI tools (Power BI, Tableau) from a data preparation/modeling standpoint
Familiarity with data governance practices and concepts like semantic layers
Knowledge of software engineering practices (Git flow, code reviews)
Preferred
Experience in the Financial Services or Wealth Management domain
Azure knowledge is a plus
Benefits
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase