Consulting Field Solutions Architect - Data - Financial Services - Digital Velocity

CDW; New York (NY); On-site; USD 148,000 - 205,000; Full time

Job summary

An established industry player is seeking a Consulting Field Solutions Architect specializing in data for the financial services sector. This strategic role focuses on driving technical strategy and sales acceleration of data-focused solutions. The ideal candidate will possess deep expertise in cloud data platforms and data governance, acting as a trusted advisor and mentor within the team. This position offers a unique opportunity to influence market position and drive customer success through innovative data solutions. If you're passionate about leveraging technology to enable data transformation and analytics, this role is for you!

Qualifications

• 7+ years of experience in cloud solutions deployment.
• Financial Services background and expertise in data platforms.

Responsibilities

• Drive technical strategy and sales acceleration for data solutions.
• Lead data assessments and strategic architecture engagements.

Skills

Cloud Data Platforms

Data Governance

Data Integration

Analytics Modernization

AI Enablement

Communication Skills

Mentoring Abilities

Education

Bachelor's Degree

Tools

Snowflake

Microsoft Fabric

Databricks

Collibra

Alation

Fivetran

Informatica

Power BI

Tableau

Terraform

Job description

Description

At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.

The Consulting Field Solutions Architect - Data - Financial Services is a client-facing, strategic consulting role responsible for driving the technical strategy, sales acceleration, and go-to-market execution of data-focused solutions across CDW's customer base. This position partners closely with Practice Leaders, Business Development teams, and Field CTOs to shape opinionated, differentiated approaches around cloud data platforms, data governance, analytics modernization, and AI enablement. The incumbent is expected to have a background in financial services.

A successful Consulting FSA brings deep technical subject matter expertise, consultative leadership, and solution development experience across cloud-native and hybrid data technologies. This individual serves as a mentor, thought leader, and trusted advisor—owning technical strategy, enabling sales success, and influencing CDW's market position in the data ecosystem.

What you will do:

Technology Leadership

• Consults on leading-edge data technologies with a financial service industry focus and deep expertise in areas such as cloud data platforms (e.g., Snowflake, Microsoft Fabric, Databricks), data governance (e.g., Collibra, Alation), integration (e.g., Fivetran, Informatica), analytics (e.g., Power BI, Tableau), and ML/AI frameworks.
• Accurately scopes professional services engagements focused on data transformation, AI readiness, and platform modernization.
• Maintains recognized technical and strategic expertise as the "go-to" resource in the data domain, with forward-looking awareness of trends and implications.
• Leads data assessments, workshops, and strategic architecture engagements to accelerate customer outcomes.
• Trains and informs peers and sales on emerging solutions and prescriptive architectures based on customer engagements.
• Promotes knowledge-sharing and reusable IP development; mentors architects and consultants across the team.
• Serves as an escalation point for technical concerns in the pre-sales lifecycle.
• Supports onboarding and development of new team members through knowledge transfer and collaborative project work.

Sales

• Proactively identifies future-state data opportunities that align with prior project outcomes.
• Advises account teams and sales leaders in crafting strategic conversations aligned to business priorities.
• Helps customers optimize existing investments, future-proof data strategy, and reduce technical debt.
• Champions CDW's Data Practice value proposition and develops reusable enablement tools for sales alignment.
• Collaborates with partners, sales, and marketing to deliver scalable thought leadership initiatives and field-facing customer events.
• Delivers credible, business-outcome-oriented presentations to C-level audiences.
• Authors content, assessments, and demo environments to support go-to-market efforts and thought leadership.

Additional responsibilities include coordinating joint field execution with technology partners, managing stakeholder expectations, developing SOWs, RFIs, and RFPs, maintaining sales pipeline visibility, and driving opportunities to closure.

What we expect of you:

• Bachelor's degree and 7+ years of experience in deployment of private/public cloud solutions, or 11+ years of experience.
• Financial Services background.
• Proven expertise in architecting and implementing modern data platforms (e.g., Snowflake, Azure Synapse, Databricks).
• Deep knowledge of data integration, transformation, and automation tooling (e.g., Fivetran, dbt, Informatica, Terraform).
• Strong understanding of data governance platforms, metadata management, and compliance frameworks.
• Proficiency in BI tools like Power BI, Tableau, and Looker.
• Ability to align technical capabilities with business outcomes and data strategy roadmaps.
• Experience leading C-level customer conversations focused on analytics transformation and AI enablement.
• Excellent communication skills and mentoring abilities.

The role offers a salary range of $148,000 - $205,000, depending on experience, with an annual bonus target of 25%. Benefits details can be found at https://cdw.benefit-info.com/. Salary may vary based on geographic location.

We make technology work so people can do great things.

CDW is a leading provider of IT solutions, helping customers navigate the complex IT market and maximize ROI. We are an equal opportunity employer and welcome all qualified applicants.