Position Summary
We are looking for someone whose mindset is about data models and who speaks fluent SQL to join our data team. As a data engineer at Cerity Partners you will play a leading role maintaining the current--and architecting the future--state of our data pipelines, analytics, and reporting. Data is what empowers our advisors, operations, and management to provide exceptional service to our clients and to continue our growth as one of the leading RIA firms in America.
Primary Responsibilities
- Design Data Models: Structure data and create database schemas that capture data as it exists and as it relates to other data.
- Build Data Pipelines: Create, maintain, and optimize data pipelines and data sets.
- Data Integration: Extract, transform, and push data to other systems and BI tools.
- Database Management: Help build our database infrastructure and maintain it so that the organization’s data remains available and our systems performant.
- Optimization: Identify and replace data models and queries that lead to performance issues. Fix issues with systems and data that lead to downtime or unexpected behavior.
- Collaboration: Work with other stakeholders to develop and deliver the data they need to be successful.
- Data Governance: Proactively identify data that is sensitive and take steps to address its storage and usage.
- Data Quality: Data comes from many different systems and in many different formats. Build internal tooling and reporting to identify bad data, and gaps in data, so that end users can work with the data without worry.
Required Qualifications
- 7+ years of experience as a data engineer
- 5-10+ years of programming experience
- PostgreSQL, Python, dbt, Airflow, Git, advanced SQL
- REST APIs (GraphQL a plus)
- Cloud infrastructure expertise (particularly around managed databases)
- Multiple years of experience with financial services data models (wealth management preferred)
- CRM experience (Salesforce preferred)
- PowerBI experience useful
- Ability to work independently with a geographically distributed team
- Acute attention to detail
- Love of problem solving and being challenged
- Willingness to try new things
- Strong communication skills
Compensation Range:
$140,000-180,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- 7+ years of experience as a data engineer
- 5-10+ years of programming experience
- PostgreSQL
- Python
- dbt
- Airflow
- Git
- Advanced SQL
- REST APIs
- GraphQL
- Cloud infrastructure expertise (particularly around managed databases)
- Multiple years of experience with financial services data models
- Wealth management experience
- CRM experience
- Salesforce experience
- PowerBI experience
- Ability to work independently with a geographically distributed team
- Acute attention to detail
- Love of problem solving and being challenged
- Willingness to try new things
- Strong communication skills
- Authorized to work for any employer in the U.S.
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
