Data Architect

InvestCloud is seeking a highly technical, detail-oriented Data Architect with deep experience designing and delivering data platforms for the financial services industry - especially U.S. Wealth Management. This is a hands-on architecture role for someone who thrives at the intersection of data modeling, engineering, and real-world delivery.

The ideal candidate is fluent in transactional systems (relational, NoSQL, caching strategies) and can shape scalable, performant data ecosystems that serve both operational and analytical needs.

What Makes a Great Data Architect

We're looking for a pragmatic, skilled architect who can turn messy, evolving business requirements into well-governed, well-modeled, and easily consumable data systems. You'll partner with engineering, product, and client teams to define models, patterns, and integration strategies that support everything from account-level operations to performance reporting and regulatory needs. If you're energized by solving complex data problems in a demanding industry - and know what it means to ship durable solutions - this is your role.

What You'll Do

• Architect with intent: Design and evolve scalable, high-performance data architectures for both transactional and analytical domains.
• Model the business: Create logical and physical data models for key wealth domains (accounts, positions, transactions, advisors, portfolios) and validate them against real-world use.
• Design for access: Collaborate with teams on access patterns across APIs, event streams, queries, and batch pipelines - ensuring the right structure and storage format supports each use case.
• Guide data structure choices: Make well-reasoned choices based on performance, usage, and governance needs.
• Lead integrations: Support data integration efforts across custodians, CRMs, portfolio management systems, and client reporting tools.
• Drive clarity: Document models, data flows, and lineage clearly - enabling self-service access and reducing rework or misunderstandings.
• Balance theory and pragmatism: Deliver in an agile, delivery-focused environment with a bias for action while applying sound data architecture principles.
• Partner for impact: Work closely with engineers, DevOps, product owners, and client stakeholders - making data architecture a shared concern, not an ivory tower.

Basic Qualifications

• 15+ years in the industry, with at least 8 years in data architecture, data engineering, or enterprise data design roles.
• Deep knowledge of transactional data design, normalization, and access strategies for OLTP and OLAP systems.
• Fluency in data ingestion and integration patterns, including batch and real-time ingestion, transformation, and distribution.
• Proven competency in performance optimization and tuning.
• Familiarity with U.S. Wealth Management data and workflows (accounts, trades, reconciliations, performance, custodial data feeds).
• Strong communication skills with the ability to translate architecture into actionable, understandable documentation and decisions.

Preferred Skills & Experience

• Experience with portfolio management or portfolio accounting systems (e.g., Orion, Tamarac, Black Diamond, APX).
• Exposure to custodian integrations (e.g., Schwab, Fidelity, Pershing) and their data formats.
• Experience supporting client reporting, tax lot accounting, or performance measurement systems.
• Familiarity with modern data management tools and best practices.
• Understanding of data mesh principles or "data product" thinking.

What Sets You Apart

• You are experienced and confident enough to drive solutions from architecture to implementation and production.
• You believe in documented clarity over tribal knowledge, helping others succeed by making good data architecture visible and usable.
• You bring both technical excellence and domain fluency - you understand data structures and why they matter in Wealth.
• You thrive in a collaborative, agile environment and enjoy making complex things simple.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company's clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World's Top Fintech Company, a proof point of the company's commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location. Salary range: $220,000 - $242,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.

Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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