Data Architect- Wealth Management

System One; Naperville (IL); On-site; USD 130,000 - 190,000; Full time

Job summary

System One is seeking a Data Architect – Wealth Management to design and govern a modern, cloud-native data platform on AWS. This hybrid, onsite role in Naperville, IL requires shaping data foundations for wealth management insights while collaborating with engineers, analysts, and business stakeholders.

You will lead end-to-end data architecture, model core entities, and establish standards across ingestion, storage, and consumption, with a strong focus on regulatory compliance and data lineage.

Qualifications

• 10+ years in data engineering or data architecture, with Banking/Financial Services exposure.
• Experience designing large-scale data platforms on AWS.
• Strong data modeling across dimensional, data vault, and 3NF.
• Experience with data lake/lakehouse and data warehouse architectures.
• Knowledge of data governance, quality, metadata, and lineage in regulated environments.
• Experience with security, privacy, and compliance controls.

Responsibilities

• Design end-to-end data architecture for Wealth Management on AWS including data lakes, warehouses, and streaming pipelines.
• Define conceptual, logical, and physical data models for clients, households, accounts, portfolios, and transactions.
• Establish architecture standards for ingestion, storage, transformation, and consumption.
• Lead data governance, quality, cataloging, and MDM initiatives; ensure data lineage and auditability.
• Partner with security to enforce encryption and access controls (PII/PCI).
• Guide data engineering teams and review designs for alignment with target architecture.
• Evaluate tools and AWS services balancing cost, performance, and scalability.
• Support real-time and batch integration with source systems and analytics teams.

Skills

Data architecture

Data modeling

Stakeholder communication

Regulatory compliance knowledge

Leadership/mentoring

SQL

Python

Tools

AWS (S3, Redshift, EMR, Athena, Glue, Lake Formation)

Kinesis / MSK / Lambda / Step Functions / MWAA

RDS / Aurora / DynamoDB

CloudFormation / Terraform

BI tools (QuickSight, Tableau, Power BI)

Job description

Data Architect – Wealth Management

Join a collaborative data and analytics team building a modern, cloud native data platform on AWS. In this hands‑on architecture role, you will shape the data foundations that power wealth management insights, working alongside engineers, analysts, and business stakeholders. You will have the autonomy to define standards and patterns while working with a modern lakehouse and streaming stack. This hybrid position offers a strong balance of technical depth, influence, and professional growth.

This role is located onsite at the client's office in Naperville, IL and is a hybrid work schedule.

Future Responsibilities

• Design and maintain the end‑to‑end data architecture for the Wealth Management domain, including data lakes/lakehouses, warehouses, and streaming pipelines on AWS.
• Define conceptual, logical, and physical data models for core wealth management entities such as clients, households, accounts, portfolios, holdings, transactions, and advisor relationships.
• Establish architecture standards, patterns, and best practices for data ingestion, storage, transformation, and consumption across the organization.
• Architect solutions for regulatory and compliance reporting (e.g., SEC, FINRA, Reg BI, SOX, and relevant privacy regimes), ensuring auditability and data lineage.
• Lead the design of data governance, quality, cataloging, and master data management (MDM) frameworks.
• Partner with security teams to enforce encryption, access controls, and PII/PCI handling for sensitive financial and client data.
• Guide data engineering teams on implementation, review designs, and ensure alignment to the target architecture.
• Evaluate and select tools and AWS services, balancing cost, performance, scalability, and maintainability.
• Support real‑time and batch integration with source systems such as portfolio accounting, custody, CRM, market data feeds, and financial planning platforms.
• Collaborate with business and analytics stakeholders to enable BI, reporting, and advanced analytics/ML use cases.

Requirements

• 10–12 years of experience in data engineering / data architecture, with a substantial portion in Banking & Financial Services.
• Demonstrated experience in Wealth Management or closely adjacent areas (asset management, private banking, or brokerage), with working knowledge of financial instruments, portfolios, custody, advisory, and client/household data.
• Proven track record designing large‑scale data platforms on AWS.
• Strong data modeling expertise across dimensional, data vault, and normalized/3NF approaches, and knowing when to apply each.
• Deep experience with data lake / lakehouse and data warehouse architecture, including ETL/ELT design.
• Solid understanding of data governance, data quality, metadata management, and data lineage in a regulated environment.
• Experience handling sensitive data with appropriate security, privacy, and compliance controls.
• Strong stakeholder management and the ability to communicate architectural decisions to technical and non‑technical audiences.
• AWS storage & compute: S3, Redshift, EMR, Athena, Glue, Lake Formation; lakehouse formats Parquet and Iceberg or Delta Lake.
• Streaming and serverless orchestration: Kinesis, MSK (Managed Kafka), Lambda, Step Functions, MWAA (Managed Airflow).
• Databases: RDS, Aurora, DynamoDB.
• Security & access: IAM, KMS, encryption at rest/in transit, and fine‑grained access control.
• Infrastructure as Code (CloudFormation and/or Terraform), advanced SQL, and Python.
• BI / consumption tools: QuickSight, Tableau, or Power BI.

Nice to Have Skills

• AWS certifications (e.g., AWS Certified Data Analytics – Specialty, AWS Certified Solutions Architect).
• Enterprise architecture framework experience (e.g., TOGAF).
• Experience with data cataloging and governance tools (e.g., Collibra, Alation).
• Familiarity with market data providers (e.g., Bloomberg, Refinitiv) and portfolio accounting / performance systems.
• Exposure to machine learning / advanced analytics enablement.
• Experience with data mesh or domain‑oriented data architecture.
• Knowledge of relevant regulatory frameworks and reporting requirements in wealth management.