Data Engineer

Job Description

Job Description

Who we are:

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship.

Summary of the Position

The Data Engineer is a member of Sequoia Financial Group's Technology team and plays a central role in a multi-year, firm-wide platform migration initiative. This position is dedicated to building and maintaining the data infrastructure required to support the transition of one of Sequoia's core software platforms. The Data Engineer works closely with internal technology, operations, and advisory teams to ensure data integrity, accessibility, and continuity throughout the migration lifecycle.

Responsibilities

• Design, build, and maintain scalable data pipelines to support the firm-wide platform migration project
• Perform data extraction, transformation, and loading (ETL/ELT) across source and destination systems
• Conduct data cleaning and validation to ensure accuracy and consistency of migrated data
• Develop and manage data orchestration workflows to automate and monitor pipeline execution
• Collaborate with cross-functional stakeholders to understand data requirements and translate them into technical solutions
• Support data analysis efforts to identify gaps, anomalies, and migration readiness across datasets
• Maintain and optimize data storage and processing architecture within the Azure cloud platform
• Document data flows, pipeline logic, and transformation rules to ensure knowledge transfer and long-term maintainability
• Participate in testing and quality assurance activities as migration milestones are reached

Required Skills/Experience

• 3–6 years of experience in data engineering or a closely related field
• Hands-on experience with ETL/ELT processes and pipeline development
• Proficiency in data orchestration, data cleaning, data transformation, and data analysis
• Experience working within the Microsoft Azure platform
• Proficiency in Python and SQL Server
• Familiarity with Azure Data Factory, Azure Synapse Analytics, Azure Data Lake, and/or Apache Airflow
• Strong understanding of data architecture principles and best practices
• Bachelor's degree in Computer Science, Information Systems, or a related field (or equivalent experience)

Preferred Skills/Experience

• Experience with Databricks for large-scale data processing
• Prior experience in the financial services industry, particularly with wealth management or portfolio management platforms
• Familiarity with portfolio management systems such as Orion, Tamarac, Addepar, and/or Black Diamond
• Experience working with CRM platforms (e.g., Salesforce) and Wealth Planning software (eMoney, MoneyGuide, Holistiplan)
• Exposure to platform migration or system integration projects

Competencies

• Detail-oriented with a disciplined approach to data quality and documentation
• Self-starter who takes ownership of complex, long-horizon projects
• Collaborative team member who communicates effectively with both technical and non-technical stakeholders
• Adaptable and comfortable navigating ambiguity in a multi-year, evolving project environment
• Intellectually curious with a desire to grow within the financial services technology space

EEO Statement:
At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:
Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed.

Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.