AI-Native Data Platform Engineer

Responsibilities

• Design scalable ingestion pipelines across custodians (Schwab, Fidelity, Pershing, etc.) and internal financial systems
• Build and evolve canonical models for accounts, positions, transactions, balances, corporate actions, and household hierarchies
• Define financial data ontology and enforce strong data contracts across services
• Implement reconciliation frameworks and golden-source resolution across multi-vendor datasets
• Engineer AI-ready data layers optimized for embeddings, vector search, and RAG architectures
• Structure financial datasets to improve prompt reliability and LLM output consistency
• Architect closed-loop, agent-driven systems that monitor, reason over, and autonomously remediate data inconsistencies
• Implement observability, lineage, governance, and fine-grained access controls across regulated datasets

Requirements

• 5+ years building production-grade data platforms
• Deep SQL expertise and strong Python for data engineering
• Experience designing canonical schemas and resolving vendor data inconsistencies
• Strong understanding of custodial financial data (positions, trades, balances, performance, corporate actions)
• Familiarity with embeddings, vector databases, and retrieval architectures
• Exposure to prompt engineering and structured context design for LLM systems
• Knowledge of MLOps fundamentals (versioning, monitoring, reproducibility)
• Comfortable with AWS data services (S3, Lambda, ECS, Glue, Redshift, OpenSearch) and event-driven orchestration
• Strong ownership mindset and systems-level thinking

Nice-to-Haves

• Wealth management or capital markets background
• Experience integrating OpenAI or Anthropic APIs into production systems
• Experience designing retrieval schemas for AI agents
• Experience with authorization and policy platforms (e.g., OSO, Auth0)
• Experience implementing fine-grained access control for AI-driven systems
• Familiarity with GitHub-based CI/CD workflows and automation
• Experience with data governance, lineage, and compliance controls

Benefits

• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO