Senior Data Engineer - Wealth & Trust Modernization

Software Guidance & Assistance, Inc., (SGA), is searching for a Senior Data Engineer - Wealth & Trust Modernization for a contract assignment with one of our premier Banking clients in Cincinnati, OH Farmington Hills, MI Frisco, TX or Charlotte, NC.
Responsibilities :

• We are seeking an experienced Senior Data Engineer to play a critical role in a strategic modernization initiative focused on transforming a legacy Wealth and Trust Accounting ecosystem. This individual will work closely with Business Analysts, Enterprise Architects, Domain Architects, Application Development teams, and business stakeholders to modernize data architecture, enable data hydration strategies, and support the integration of modern platforms and services.
• This role will be instrumental in designing and implementing data flows, data hydration processes, API-driven integrations, and target-state data architectures that support the future vision of the Wealth and Trust business.
• Data Engineering
  • Design, build, and support scalable data pipelines supporting modernization and transformation initiatives.
  • Analyze current-state data architecture and contribute to the development of future-state data solutions.
  • Develop and maintain data integration frameworks across multiple applications and platforms.
  • Design efficient strategies for data acquisition, transformation, enrichment, and distribution.
  • Support enterprise-wide data modernization initiatives and application migrations.
  • Collaborate with Architecture teams to align data solutions with strategic technology roadmaps.
  • Document data models, lineage, mappings, transformation logic, and integration patterns.
• Data Hydration & Data Migration
  • Lead and support data hydration efforts associated with platform modernization and migration initiatives.
  • Develop processes for ingesting, validating, enriching, and reconciling data from legacy and external systems.
  • Design repeatable data loading and synchronization mechanisms supporting modernization programs.
  • Ensure data quality, completeness, accuracy, and consistency throughout hydration and migration activities.
  • Partner with business stakeholders to define data validation and reconciliation requirements.
  • Identify and resolve data gaps, inconsistencies, and data quality issues.
• API & Integration Development
  • Design, develop, and support API-based integrations across enterprise applications and external platforms.
  • Leverage RESTful APIs, microservices, and event-driven architectures to enable scalable data movement.
  • Collaborate with application teams to define integration requirements and API contracts.
  • Develop and optimize data exchange processes between legacy and modernized platforms.
  • Troubleshoot integration, performance, and data consistency issues.
  • Support API governance, security, and best practices.
• Modernization & Domain Architecture Support
  • Collaborate with Enterprise and Domain Architects to support domain-driven modernization initiatives.
  • Assist in defining data ownership, business domains, and capability-aligned data structures.
  • Contribute to target-state architecture discussions and modernization planning.
  • Support application rationalization and decomposition efforts through data and integration analysis.
  • Help establish scalable data architecture patterns supporting long-term business objectives.
• Collaboration & Stakeholder Engagement
  • Partner closely with Technical Business Analysts, Solution Architects, Developers, and Product Owners.
  • Participate in requirements reviews, architecture sessions, and modernization workshops.
  • Communicate technical concepts effectively to both technical and non-technical audiences.
  • Provide guidance on data strategy, integration design, and modernization best practices.

Required Skills:

• 8+ years of Data Engineering experience in enterprise environments.
• Strong experience designing and developing large-scale data integration solutions.
• Proven experience with data hydration, migration, conversion, and reconciliation initiatives.
• Extensive experience designing and supporting API integrations.
• Strong understanding of enterprise data architecture and data modeling principles.
• Experience working within cloud, hybrid, and distributed architectures.
• Advanced SQL expertise and strong understanding of relational database design.
• Experience with ETL/ELT development and modern data integration frameworks.
• Strong problem-solving and analytical skills.
• Excellent written and verbal communication skills.
• The ideal candidate will possess deep expertise in data engineering, API integrations, data movement, data mapping, and platform modernization, with a strong understanding of enterprise data ecosystems.
• Candidates should possess experience in one or more of the following industries:
  • Wealth Management
  • Trust Accounting
  • Private Banking
  • Asset Management
  • Investment Operations
  • Custody Services
  • Financial Services Technology
• Strong familiarity with:
  • Trust and fiduciary accounting data
  • Investment and portfolio accounting platforms
  • Client reporting and performance reporting
  • Securities processing and settlement workflows
  • Wealth operations and trust administration
• The successful candidate is someone who can:
  • Bridge the gap between legacy data environments and modern target-state architectures.
  • Understand complex Wealth and Trust Accounting data structures and business processes.
  • Design scalable, API-first integration solutions.
  • Lead data hydration and migration efforts with a strong focus on data quality and reconciliation.
  • Collaborate effectively with Business Analysts, Domain Architects, Enterprise Architects, and Engineering teams.
  • Support domain-driven modernization initiatives and capability-based architectures.
  • Communicate complex technical concepts to business and executive stakeholders.
  • Drive best practices in data engineering, integration, and modernization.

Preferred Skills:

• Experience within Wealth Management and/or Trust Accounting environments is highly preferred.
• Prior experience working with the FIS Global Plus platform is considered a significant advantage.
• Experience with one or more of the following platforms is strongly preferred:
  • Global Plus
  • AM Trust
  • FIS Wealth Solutions
  • SEI Trust 3000
  • Pershing
  • BNY Mellon platforms
  • Other Wealth & Trust Accounting platforms
• Candidates with hands-on experience supporting data extraction, integration, migration, or modernization efforts involving FIS Global Plus will be given strong consideration.
• Experience working within a Domain Architecture framework.
• Familiarity with domain-driven design and business capability modeling.
• Experience supporting enterprise modernization or digital transformation programs.
• Knowledge of financial services regulatory and compliance data requirements.

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