Senior hands-on architect and engineering leader responsible for designing and delivering API, microservice, middleware, and data integration solutions for wealth and asset management platforms. Partners with product, data, security, and vendor teams to build secure, resilient, observable integrations involving Canoe, Snowflake, Addepar, and related reporting and portfolio systems while ensuring regulatory compliance, architecture governance, and production support.

Senior Addepar data engineer/analyst responsible for supporting and scaling Addepar integrations, building and maintaining data pipelines (Addepar↔Snowflake/Canoe/other platforms), diagnosing and resolving data quality issues, developing SQL-based reconciliations and automation, partnering with business and technology stakeholders, and supporting production operations, governance, testing, and documentation for wealth and asset management data.

Support portfolio management for individual, family, trust, and institutional clients by analyzing equities, fixed income, and alternative investments; develop and implement client-specific strategies; prepare reports and materials; assist trading, reporting, and client communications; cultivate client and internal relationships; and identify process improvements and technology enhancements including AI-enabled tools.