EP Wealth Advisors · 2 days ago
Data Engineer - Remote
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $150K/yr
5+ years expEP Wealth Advisors is a wealth management advisory firm focused on serving high net worth individuals. They are seeking a Data Engineer to play a pivotal role in designing and implementing their first enterprise data platform, collaborating with internal teams and external partners to establish best practices and scalable data pipelines.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
Collaborate closely with EP Wealth’s Snowflake implementation partner to design, configure, and deploy the firm’s first enterprise data platform
Participate in architecture design sessions, technical planning, and milestone reviews with both internal stakeholders and external partners
Develop and maintain efficient, secure, and scalable ETL/ELT data pipelines to ingest data into Snowflake
Build and optimize Snowflake data models, schemas, and role-based access controls
Define and enforce Snowflake best practices for performance optimization, cost management, and data security
Support environment setup, data migration, and initial production rollout activities in coordination with the implementation partner
Integrate data from multiple enterprise systems including CRM, portfolio management, financial planning, and custodial platforms
Design data models and reusable ingestion frameworks that support analytics and reporting use cases
Contribute to the development of a unified enterprise data model and metadata framework
Collaborate with the implementation partner to align technical design with EP Wealth’s business strategy and compliance standards
Implement data validation, monitoring, and auditing to ensure data accuracy, completeness, and reliability
Collaborate with IT leadership to define and operationalize data governance standards
Troubleshoot and resolve data pipeline issues while maintaining system performance and uptime
Conduct query and warehouse optimization to ensure efficient Snowflake usage
Work closely with data analysts and technology teams to deliver accessible, well-documented data sets
Participate in design reviews, sprint planning, and architectural discussions with the implementation partner
Identify opportunities to extend Snowflake functionality through features such as Snowpark, data sharing, or automation tools
Stay informed on Snowflake’s evolving ecosystem and cloud data engineering best practices
Qualification
Required
Bachelor's degree in Computer Science, Information Systems, Data Engineering, or a related technical field
5+ years of data engineering experience, with direct hands-on experience in Snowflake strongly preferred
Demonstrated success contributing to or co-delivering a cloud data platform implementation alongside external partners or vendors
Experience building scalable data pipelines and transformations for analytics and operational reporting
Advanced proficiency in SQL, with deep experience in Snowflake query optimization and data modeling
Proficiency in Python or another scripting language for data processing and automation
Experience with ETL/ELT tools and orchestration platforms (DBT, Airflow, Dagster, etc.)
Familiarity with cloud infrastructure (AWS, GCP, or Azure) and Snowflake integrations
Experience with enterprise data integration from CRM, portfolio management, and financial planning systems (Salesforce, Tamarac, Orion, etc.)
Understanding of data governance, lineage, and observability tools
Strong understanding of Snowflake architecture, data sharing, and multi-cluster warehouse capabilities
Experience defining data security and access policies in regulated environments
Ability to bridge technical and business needs through thoughtful data design and collaboration
Benefits
11 Paid Holidays + 2 floating holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
Company
EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$500MKey Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown
Leadership Team
C
Christopher Toumajian
Chief Financial Officer
Laura Knolle
Vice President
Recent News
2026-02-08
2026-02-03
Company data provided by crunchbase