We are seeking a Lead Data Engineer, Master Data Management to help shape the future of data at Clearstead. This is an opportunity to join our Data & AI team at a foundational stage and play a hands-on role in building the data pipelines, integrations, governance practices, and master data capabilities that bring our enterprise data together. 

You’ll work at the intersection of data engineering, master data management, governance, and AI, helping ensure that critical business data is accurate, consistent, secure, and accessible to the people and applications that rely on it. This role is designed for someone who enjoys building solutions while also helping define the standards and practices behind a strong enterprise data environment. 

Key Responsibilities 

Data Engineering & Integration 

• Design and implement real-time and batch data processing solutions that support modeling, analytics, and reporting. 

• Develop and maintain scalable data pipelines and API integrations as data volumes and complexity continue to grow. 

• Build and manage complex datasets that meet business and technical requirements. 

• Develop database applications and data integration layers using database programming languages, ETL tools, and scripting languages. 

• Establish and promote data engineering standards, documentation, coding practices, and technical best practices. 

• Apply security standards and controls to help protect enterprise data and code. 

• Connect data across cloud, multicloud, and on-premises environments. 

• Research and recommend enhancements to database design, development practices, tools, and platform capabilities. 

• Partner with data scientists and business teams to support modeling, reporting, data processing, and visualization needs. 

• Troubleshoot data design, engineering, and integration issues and develop effective solutions. 

Data Governance & Master Data Management 

• Develop and implement enterprise data governance policies, standards, and ownership frameworks. 

• Establish trusted, unified records for clients, households, legal entities, and accounts. 

• Lead data matching, entity resolution, duplicate identification, and stewardship processes. 

• Establish business definitions, data dictionaries, and certification standards for critical datasets. 

• Partner across the organization to strengthen data ownership and promote consistent data management practices. 

Data Quality & Platform Oversight 

• Design and implement automated data quality checks, reconciliation processes, and remediation procedures.

• Co-own the Databricks platform with the Databricks Solution Architect, including Unity Catalog and data access controls.

• Provide second-line support for the Databricks platform.

• Monitor data integrity and resolve quality issues across enterprise systems.

• Support data integration and standardization as new firms and systems are incorporated into the organization. 

Business Partnership & Leadership 

• Establish and lead cross-functional data ownership and governance forums.

• Work with business leaders to standardize data definitions and resolve inconsistencies.

• Communicate data quality findings, risks, and opportunities for improvement to stakeholders.

• Drive accountability for enterprise data quality and governance standards.

• Chair the firm’s quarterly review of AI agents.

• Collaborate across wealth management, investments, operations, finance, compliance, and technology.

• Bachelor’s degree in Data Management, Information Systems, Computer Science, Business Analytics, or a related field, or an equivalent combination of education and relevant professional experience.

• 8+ years of experience in data engineering, data management, master data management, or related disciplines, including hands-on pipeline and integration development.

• Hands-on data engineering experience with PySpark, SQL, Delta Lake, and Databricks Workflows, including real-time and batch ETL and API integrations.

• 3+ years of experience leading data governance or master data management initiatives.

• Experience establishing master records, data ownership models, and enterprise data standards.

• Hands-on experience with Databricks and Unity Catalog in production environments.

• Strong understanding of data quality, data modeling, entity resolution, and data access controls.

• Experience partnering with business stakeholders to implement data governance practices.

• Knowledge of data privacy, regulatory requirements, and information security principles.

• Strong communication, collaboration, and stakeholder management skills.  

Preferred Qualifications  

• An advanced degree in Information Systems, Data Analytics, or a related discipline.

• Databricks Data Engineer Associate or Professional certification, Certified Data Management Professional (CDMP) designation, or a comparable industry certification.

• Experience in financial services, wealth management, or another regulated industry.

• Familiarity with Salesforce Financial Services Cloud, Orion, or Addepar.

• Experience with enterprise AI governance.

• Experience integrating and standardizing data following acquisitions.  

Core Competencies 

• Data Engineering & Integration 

• Master Data Management 

• Data Governance & Stewardship 

• Data Quality & Reconciliation 

• Databricks Platform Expertise 

• Data Architecture & Modeling 

• Technical Problem-Solving 

• Security & Data Privacy 

• Cross-Functional Collaboration 

• Stakeholder Communication & Leadership 

Work Environment 

This is a remote position with limited travel that may be required for training, team meetings, or other business-related activities. The role requires regular computer use and collaboration with colleagues and stakeholders across teams and locations.  

General Statement 

This job description summarizes the primary duties and requirements of the position. It is not intended to be an exhaustive list of every responsibility or task. Responsibilities may be adjusted based on business needs, consistent with applicable law. Nothing in this job description creates a contract of employment or changes the at-will employment relationship where applicable. 

About Clearstead 

Clearstead is a financial advisory firm serving wealthy families and leading institutions. Our mission is to enable wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves. 

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust administration services with investment management to address complex financial situations.