Data Engineer

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in AUM as of September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

EP Wealth Advisors is launching its first enterprise data platform initiative, a strategic effort to build a modern, cloud-based data environment powered by Snowflake. As a Data Engineer, you will play a pivotal role in the design, development, and implementation of this platform — working in close partnership with both internal technology teams and an experienced Snowflake implementation service provider.

This position is ideal for a data professional who thrives in a collaborative, fast-paced environment and wants to contribute to building a foundational data infrastructure from the ground up. You will help establish best practices, design scalable pipelines, and ensure the new platform enables firmwide analytics, reporting, and data-driven decision-making. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Salary Range: $120,000 - $150,000 plus annual bonus 

Duties and Responsibilities:

• Collaborate closely with EP Wealth’s Snowflake implementation partner to design, configure, and deploy the firm’s first enterprise data platform.

• Participate in architecture design sessions, technical planning, and milestone reviews with both internal stakeholders and external partners.

• Develop and maintain efficient, secure, and scalable ETL/ELT data pipelines to ingest data into Snowflake.

• Build and optimize Snowflake data models, schemas, and role-based access controls.

• Define and enforce Snowflake best practices for performance optimization, cost management, and data security.

• Support environment setup, data migration, and initial production rollout activities in coordination with the implementation partner.

Integrate data from multiple enterprise systems including CRM, portfolio management, financial planning, and custodial platforms

• Design data models and reusable ingestion frameworks that support analytics and reporting use cases.

• Contribute to the development of a unified enterprise data model and metadata framework.

• Collaborate with the implementation partner to align technical design with EP Wealth’s business strategy and compliance standards.

• Implement data validation, monitoring, and auditing to ensure data accuracy, completeness, and reliability.

• Collaborate with IT leadership to define and operationalize data governance standards.

• Troubleshoot and resolve data pipeline issues while maintaining system performance and uptime.

• Conduct query and warehouse optimization to ensure efficient Snowflake usage.

• Work closely with data analysts and technology teams to deliver accessible, well-documented data sets.

• Participate in design reviews, sprint planning, and architectural discussions with the implementation partner.

• Identify opportunities to extend Snowflake functionality through features such as Snowpark, data sharing, or automation tools.

• Stay informed on Snowflake’s evolving ecosystem and cloud data engineering best practices.

• Bachelor’s degree in Computer Science, Information Systems, Data Engineering, or a related technical field.
• 5+ years of data engineering experience, with direct hands-on experience in Snowflake strongly preferred.
• Demonstrated success contributing to or co-delivering a cloud data platform implementation alongside external partners or vendors.
• Experience building scalable data pipelines and transformations for analytics and operational reporting.
• Advanced proficiency in SQL, with deep experience in Snowflake query optimization and data modeling.
• Proficiency in Python or another scripting language for data processing and automation.
• Experience with ETL/ELT tools and orchestration platforms (DBT, Airflow, Dagster, etc.).
• Familiarity with cloud infrastructure (AWS, GCP, or Azure) and Snowflake integrations.
• Experience with enterprise data integration from CRM, portfolio management, and financial planning systems (Salesforce, Tamarac, Orion, etc.).
• Understanding of data governance, lineage, and observability tools.
• Strong understanding of Snowflake architecture, data sharing, and multi-cluster warehouse capabilities.
• Experience defining data security and access policies in regulated environments.
• Ability to bridge technical and business needs through thoughtful data design and collaboration.

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.