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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in shaping and executing analytical data strategies, establishing data governance standards, and translating business priorities into actionable technical requirements. Proficient in managing data quality, pipeline reliability, and fostering collaboration across cross-functional teams.
Highest-signal resume keywords
SQL ProficiencyData Transformation ToolsData GovernanceCloud Data PlatformsBusiness Intelligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EngineeringRelational ModelingDimensional ModelingSemantic ModelingETL ProcessesAutomationData Quality ManagementDocumentationAcceptance Criteria DevelopmentTest Plans
Soft Skills
Stakeholder InfluenceDecision FacilitationAttention to DetailCommunicationPrioritization
Tools & Technologies
DatabricksAzurePythonSparkAPIs
Industry Keywords
Financial ServicesRetirementInvestment ManagementData GovernanceAgile DeliverySAFe Delivery
Tech Stack
Tools & technologiesAzureCloudETLPythonSparkSQL
About the role
Key responsibilities & impact- Shape and execute the analytical data strategy for the North America Affiliated Wealth business
- Establish standards for governed semantic models, reusable data assets, structures, relationships, and performance
- Guide transformation logic and architecture for reporting and analytics needs
- Advance pipeline and ETL reliability, scalability, and maintainability
- Serve as business product owner for the data engineering squad
- Shape requirements, priorities, and delivery plans
- Translate analytical needs into specifications, acceptance criteria, and test plans
- Coordinate solution design, validation, and releases with engineers and architects
- Coordinate priority data sources across data owners, vendors, and subject matter experts
- Establish standards for data quality, reconciliation, lineage, metadata, issue management, and shared KPIs
- Maintain documentation of source mappings, transformations, dependencies, controls, model definitions, and ownership
- Set standards for certified datasets, workspaces, access, and governed self-service use
- Drive adoption through reusable tools, guidance, training, and support
- Assess automation, AI, and controlled end-user capabilities aligned with business priorities
Requirements
What you’ll need- 3–5 years of experience in business intelligence, data management, data engineering, or a related field
- Proficiency in SQL, data transformation or pipeline tools, and relational, dimensional, or semantic modeling
- Ability to translate business priorities into clear technical requirements and practical delivery plans
- Demonstrated ability to influence stakeholders, facilitate decisions, and lead cross-functional work without formal authority
- Strong judgment, communication, documentation, and attention to detail, with the ability to manage competing priorities
- Preferred: experience in financial services, retirement, or investment management within a global or matrixed organization
- Preferred: experience with cloud data platforms and modern architectures such as Databricks, Azure, or lakehouse environments
- Preferred: familiarity with Python, Spark, APIs, automation, data governance, and agile or SAFe delivery
Benefits
Comp & perks- Flexible environment supporting well-being and inclusion
- Health, dental, mental health, and vision coverage
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays annually in the U.S.
- 3 personal days annually in the U.S.
- 150 hours of vacation annually in the U.S.
- 40 hours of sick time annually in the U.S., or more where required by law
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
- Reasonable accommodation during the application process
