Senior Analytics Engineer

Why Work at the company?

For more than 40 years, the company has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, the company is an independent fiduciary legally bound to act in our clients’ best interests — always.*

The company offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• the company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, the company has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology  here .

Job Summary

The Senior Analytics Engineer helps the company build a modern, trusted data foundation that wealth the company, client service teams, and firm leaders can rely on. Reporting to the VP, Client Data & Analytics, you co-design and co-own the transformation and semantic layers that turn raw data from our platforms into governed, well-tested, documented datasets and metrics. This role sets the foundation for both served and self-serve analytics, so analysts and business users, including those using AI-enabled tools, can get trustworthy answers on their own. You bring software engineering discipline to analytics work — version control, automated testing, code review, and continuous integration — and help the team raise its standard for how data products are built, shipped, and maintained. This is a hands-on senior role with broad influence: you set patterns for the team, mentor other analysts and engineers, and partner with business and technology stakeholders.

Essential Job Functions for this role include

• Design, build, and maintain dbt models on Microsoft Fabric that transform raw source data into clean, well-documented staging, intermediate, and mart layers, following consistent layering and naming conventions.

• Co-own the Power BI semantic layer, including certified semantic models, shared measures, and row-level security, so key metrics are defined once and reused consistently across reports, dashboards, and self-service analysis.

• Establish and enforce data quality standards by writing dbt tests, source freshness checks, and data contracts with upstream producers, and by setting up monitoring and alerting for pipeline and data issues.

• Introduce and maintain software engineering practices for analytics, including Git-based workflows, pull request reviews, automated CI/CD for dbt and Fabric deployments, and separate development, test, and production environments.

• Partner with wealth the company, client service teams, finance, operations, and technology to translate business questions into reliable data models and metric definitions, and to retire duplicative or conflicting reporting.

• Document models, metrics, and lineage with clear business definitions so analysts, business users, and AI-enabled tools can find, understand, and correctly use data on their own, and maintain a catalog of certified datasets and their owners.

• Optimize performance and cost of transformations and semantic models through sound incremental loading, partitioning, and query design.

• Work with the Information Security, Compliance, and Technology teams to apply appropriate access controls, privacy protections, and auditability to client and firm data, in line with the company policies and regulatory expectations.

• Review the work of other team members, mentor analysts and engineers on modeling and engineering best practices, and contribute to the team's standards, templates, and onboarding materials.

• Evaluate and recommend improvements to the team's tooling, architecture, and ways of working, and lead the rollout of approved changes.

• Troubleshoot and resolve data issues, perform root cause analysis, and communicate impact and status clearly to technical and non-technical audiences.

Knowledge, Skills, and Abilities

• Bachelor's degree in computer science, engineering, data science, statistics, information systems, or a related field, or equivalent practical experience.

• Five or more years of experience in analytics engineering, data engineering, or business intelligence development, with a track record of delivering production data models used across a business.

• Advanced SQL skills, including query optimization and dimensional modeling (facts, dimensions, slowly changing dimensions).

• Hands-on experience with dbt in production, including modular model design, testing, documentation, macros, incremental models, and deployment practices.

• Experience with Microsoft Fabric (Lakehouse or Warehouse, Data Factory or pipelines, OneLake) or a comparable cloud data platform such as Snowflake, Databricks, or BigQuery.

• Strong Power BI experience, including semantic model design, DAX, row-level security, and governance of shared datasets; familiarity with a metrics or semantic layer approach.

• Familiarity with AI-enabled analytics tools and what they need from the data layer to give reliable answers, such as governed metrics, clear definitions, and good documentation.

• Working knowledge of Git, pull request workflows, and CI/CD pipelines (for example Azure DevOps or GitHub Actions).

• Proficiency in Python for scripting, automation, and data validation.

• Experience establishing data quality, testing, and observability practices, and a clear point of view on how to scale them.

• Ability to translate ambiguous business needs into clear technical designs, and to explain tradeoffs to non-technical stakeholders and executives.

• Strong written and verbal communication, and a collaborative, ownership-minded approach to working with analysts, engineers, and business partners.

• Understanding of data privacy, security, and governance principles; experience with sensitive or regulated data is preferred.

• Experience in wealth management, financial services, or another regulated industry is a plus, as is familiarity with CRM, portfolio accounting, or custodial data.

Work Schedule

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline : The initial deadline for applications is 12/5/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of the company’ incentive compensation programs.

Base Pay Range

$140,250 — $165,000 USD

Benefits

The company offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California

• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays including a full week off at Thanksgiving.

• Generous paid time off program for vacation and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (8 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

• Pet Insurance

• Personalized financial planning and guidance from the company professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The company is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. The company participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email  [link for members] . This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our  Applicant Notices and Employment Rights .

If you are a resident of California, learn more about the company's California Consumer Privacy Policy  here .

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If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act  here .