The Senior Tableau Engineer designs, develops, and maintains high-quality business intelligence solutions that enable data-driven decisions across Cambridge. This hands-on role partners with analytics, data engineering, and business stakeholders to turn trusted data into intuitive, performant, and actionable dashboards and reports. The position focuses on the presentation, usability, and consumption layer of the data platform, helping ensure insights are accessible, reliable, secure, and aligned with business needs.
What You’ll Do:
Dashboard Development: Design, develop, and maintain Tableau dashboards, workbooks, and visual analytics solutions for operational, tactical, and strategic decision-making.
Business Partnership: Gather requirements, clarify KPIs and metrics, and translate business questions into effective visual solutions.
Trusted Data: Partner with data engineers and data architects to build BI solutions on well-modeled, performant, analytics-ready data sources.
Metric Consistency: Develop and maintain semantic layers, calculated fields, parameters, filters, and certified data sources that promote reuse and consistent definitions.
Performance Optimization: Improve dashboard speed and scalability through efficient data modeling, query design, extract strategies, caching, and live-connection best practices.
Visualization and UX: Apply layout, accessibility, storytelling, and user-experience standards to create intuitive, consistent, and visually compelling analytics.
Platform Support: Support Tableau Server or Tableau Cloud publishing, permissions, content organization, user support, enhancements, and production troubleshooting.
Governance and Security: Implement data governance, access controls, row-level security, lineage, and data-quality practices across BI solutions.
Documentation: Document dashboards, data sources, business logic, calculations, and usage guidance for end users.
Collaboration: Work across analytics, product, business, and technology teams to influence delivery standards and reporting operating models.
What We Are Looking For
5+ years of experience in business intelligence or data visualization development, including at least three years of hands-on Tableau experience in an enterprise environment.
Advanced proficiency with Tableau Desktop, Tableau Server or Tableau Cloud, and Tableau Prep.
Strong SQL skills and experience with Snowflake or a similar cloud data platform.
Experience with calculated fields, level of detail expressions, table calculations, parameter-driven dashboards, and dynamic navigation.
Solid understanding of data warehousing, dimensional modeling, medallion architecture, semantic layers, and analytics-ready data structures.
Experience integrating Tableau with enterprise platforms, including Snowflake, Azure, and APIs.
Ability to validate and reconcile data with source systems and partner with data engineering teams on Gold-layer readiness, KPI definitions, and metric standardization.
Ability to translate complex datasets into clear, actionable insights and executive-level stories.
Strong attention to detail, data quality, visual design, and customer service.
Ability to manage multiple priorities, work independently, collaborate effectively, and troubleshoot production issues quickly.
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- 5+ years of experience in business intelligence or data visualization development
- At least 3 years of hands-on Tableau experience in an enterprise environment
- Advanced proficiency with Tableau Desktop, Tableau Server or Tableau Cloud, and Tableau Prep
- Strong SQL skills
- Experience with Snowflake or a similar cloud data platform
- Experience with calculated fields, level of detail expressions, table calculations, parameter-driven dashboards, and dynamic navigation
- Understanding of data warehousing, dimensional modeling, medallion architecture, semantic layers, and analytics-ready data structures
- Experience integrating Tableau with Snowflake, Azure, and APIs
- Ability to validate and reconcile data with source systems
- Ability to partner with data engineering teams on Gold-layer readiness, KPI definitions, and metric standardization
- Ability to translate complex datasets into actionable insights and executive-level stories
- Strong attention to detail, data quality, visual design, and customer service
- Ability to manage multiple priorities, work independently, collaborate effectively, and troubleshoot production issues
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
