Data Engineer

We are looking for someone whose mind thinks in data models and who speaks fluent SQL to join our data team. As a Data Engineer at Cerity Partners you will play a large role in our data pipelines, analytics, and reporting. Data is what empowers our advisors, operations, and management to provide exceptional service to our clients and to continue our growth as one of the leading RIA firms in America.

Primary Responsibilities:

• Design Data Models: Structure data and create database schemas that capture data as it exists and as it relates to other data
• Build Data Pipelines: Create, maintain, and optimize data pipelines and data sets
• Data Integration: Extract, transform, and push data to other systems and BI tools
• Database Management: Help build our database infrastructure and maintain it so that the organization’s data remains available and our systems performant
• Optimization: Identify and replace data models and queries that lead to performance issues. Fix issues with systems and data that lead to downtime or unexpected behavior
• Collaboration: Work with other stakeholders to develop and deliver the data they need to be successful
• Data Governance: Proactively identify data that is sensitive and take steps to address its storage and usage
• Data Quality: Data comes from many different systems and in many different formats. Build internal tooling and reporting to identify bad data, and gaps in data, so that end users can work with the data without worry

Qualifications:

• 5+ years of experience as a Data Engineer is required
• PostgreSQL, Python, dbt, Airflow, Git, advanced SQL experience required
• DBT experience preferred
• Understanding of REST APIs (GraphQL a plus)
• Cloud infrastructure knowledge (particularly around managed databases)
• Multiple years of experience with financial services data models
• PowerBI and/or Tableau experience preferred
• Ability to work independently with a geographically distributed team
• Acute attention to detail
• Passion and experience in the Financial Services industry a plus.

The Team

Shared Services Technology is a department within Cerity Partners that focuses on internal tool development at Cerity Partners. We tackle big projects like building data integrations between 20 different systems using Linux and Python hosted on Azure, creating contract processing automation within Salesforce, building custom revenue split tracking tools, data warehousing, and more. We are currently 25 people strong, with 8 of those colleagues focused on Salesforce.

Why Cerity Partners?

With team members across the country, we believe that people do their best work when they have a positive culture, work-life balance, and the flexibility to take the time off they need to, when they need to. With that flexibility we look for people who thrive in a hybrid environment and who understand that there is an enhanced level of communication and collaboration required through Teams, Confluence, Asana and other tools that we leverage to stay in touch.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills