Sr Data Engineer

About the role

About Us:

Wealth.com http://Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com http://Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com http://Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com http://WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com http://Wealth.com a truly enjoyable workplace. Wealth.com http://Wealth.com is proud to be certified as a Great Place to Work for 2025.

🏢 Workplace Model: Hybrid (3 days a week in our NYC Office) Please note that we cannot consider fully remote candidates for this position. We require 3 days of in-office collaboration per week.

The Opportunity:

Every number at Wealth.com http://Wealth.com, from product usage to finance reporting to what we show our executive team, runs through our data platform. We're hiring the first dedicated Senior Data Engineer to own it.

This is a true ownership role. You'll take responsibility for our AWS data infrastructure, our dbt project, our Redshift warehouse, and the pipelines and Airflow environment that connect them. You won't inherit a mature, fully staffed function. You'll help decide what good looks like and then build it.

You'll join a team of analysts and engineers who rely on this platform every day, and you'll work closely with our Platform engineers so that when product data models change, the data platform is ready for it. Your stakeholders are mostly internal, so you'll see the impact of your work quickly and hear about it directly.

What You'll Own:

- The data platform end to end. Our pipelines, Airflow environment, dbt, and Redshift warehouse are yours to design, operate, and improve.

- Reliability and trust in the data. When a pipeline breaks or a number looks wrong, you're the person who finds the cause and makes sure it doesn't happen again.

- The path from messy source to clean warehouse. You'll bring data in from many sources, clean it, model it, and make it easy for others to use.

- Our data architecture decisions. You'll weigh in on warehouse design, scalability, and cost, and write down why we chose what we chose.