EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

EP Wealth Advisors is building and scaling a modern enterprise data platform centered on Snowflake and Microsoft Azure. We are seeking a seasoned, hands-on Data Engineer to help design, build, operate, and continuously improve the data pipelines and engineering frameworks that power enterprise analytics, reporting, operational workflows, and future AI capabilities.

This role will be a key technical contributor within the Data & AI Platforms organization. The Data Engineer will work across Snowflake, Azure, Windmill, enterprise APIs, and internal business systems to create reliable and reusable data ingestion, transformation, and integration capabilities.

The ideal candidate combines strong data engineering fundamentals with deep hands-on Snowflake experience, advanced SQL and Python skills, cloud engineering expertise, and a modern engineering mindset that incorporates automation and AI-assisted development.

Key Responsibilities

Data Engineering and Snowflake

Design, build, test, deploy, and maintain scalable ELT/ETL pipelines that ingest and transform data from enterprise applications and external data providers into Snowflake.
Develop high-quality Snowflake data models, schemas, transformations, and reusable data engineering components supporting analytics, reporting, operational workflows, and AI use cases.
Build and maintain pipelines from source systems (Salesforce, Tamarac, API logs) into clean analytics layers
Write and optimize complex SQL and Python-based data processing workloads.
Apply Snowflake engineering best practices for performance, scalability, security, reliability, and cost management.
Work with Snowflake capabilities such as tasks, streams, Snowpark, data sharing, automated ingestion, and related platform features as appropriate.
Diagnose and resolve data pipeline, query performance, data quality, and production reliability issues.

Data Integration and Orchestration

Develop and maintain data ingestion and orchestration workflows using Windmill and other appropriate integration technologies.
Integrate data from APIs, databases, files, SaaS platforms, custodians, and other enterprise data sources.
Build reusable ingestion patterns and frameworks rather than one-off integrations wherever practical.
Design pipelines with appropriate scheduling, dependency management, retries, error handling, logging, monitoring, and alerting.
Work with enterprise systems such as Salesforce and financial-services platforms supporting CRM, portfolio management, financial planning, custodial data, and related business processes.

Azure and Cloud Engineering

Build and support data engineering solutions within the Microsoft Azure ecosystem.
Work with relevant Azure services for storage, identity and access management, secrets management, networking, monitoring, automation, and integration with Snowflake.
Implement secure authentication and service-to-service integration patterns.
Participate in CI/CD, source control, testing, deployment automation, and environment-management practices.
Partner with Security and Infrastructure teams to ensure cloud data solutions meet enterprise security and operational standards.

Data Quality, Governance, and Reliability

Implement automated data validation, reconciliation, testing, monitoring, and auditing to ensure data accuracy, completeness, timeliness, and reliability.
Build data pipelines that are observable and operationally supportable, with clear logging and failure recovery.
Support data lineage, metadata management, access controls, and enterprise data-governance practices.
Help establish trusted source-of-truth data sets and consistent business definitions across systems.
Apply appropriate data-security and access-control standards for sensitive financial and client information.
Identify, troubleshoot, and resolve data issues including data quality, integrity, latency, and security concerns; apply monitoring and operational best practices to keep pipelines reliable and performant.
Contribute to data quality and governance practices, including profiling datasets, defining quality rules, and establishing monitoring/remediation approaches.
Produce clear technical documentation covering pipelines, transformations, dependencies, data models, and operational procedures.

AI-Enabled Engineering

Use modern AI-assisted software-development tools to improve engineering productivity, code quality, testing, documentation, troubleshooting, and development velocity.
Apply AI responsibly when developing Python, SQL, integrations, and data-engineering solutions while adhering to security, privacy, and data-governance requirements.
Evaluate opportunities to leverage Azure and Snowflake AI capabilities where they provide practical value to data engineering, analytics, or enterprise workflows.
Exposure to or experience with AI/ML data pipelines, including RAG architectures, vector databases, or embeddings workflows
Familiarity with agent-based systems, MCP integrations, or LLM-powered applications is a strong plus collaboration
Partner closely with data analysts, application teams, architecture, security, compliance, and business stakeholders to translate data requirements into reliable technical solutions.
Collaborate with external technology and implementation partners when appropriate while helping EP develop strong internal data engineering capabilities.
Participate in technical design reviews, sprint planning, code reviews, architecture discussions, and production support.
Mentor other engineers and help establish pragmatic engineering standards and reusable patterns for the Data & AI Platforms organization.

Qualifications

Required Experience

6+ years of professional data engineering or related software/data platform engineering experience.
3+ years of meaningful hands-on experience developing production solutions with Snowflake.
Demonstrated experience designing and operating production-grade ELT/ETL pipelines.
Experience developing data integrations across multiple enterprise applications and data sources.
Experience operating data pipelines in production, including troubleshooting, monitoring, testing, and performance optimization.
Experience working within a cloud-based enterprise technology environment.

Required Technical Skills

Advanced SQL, including complex transformations, data modeling, query tuning, and performance optimization.
Strong Python development skills for data processing, integrations, APIs, automation, and engineering utilities.
Strong hands-on knowledge of Snowflake architecture and engineering practices.
Experience with modern ELT/ETL and workflow orchestration technologies.
Experience integrating REST APIs, relational databases, SaaS applications, flat files, and other enterprise data sources.
Hands-on experience with Microsoft Azure and cloud-based data-platform integrations.
Experience using Git, automated testing, CI/CD, and modern software engineering practices.
Understanding of data quality, lineage, observability, metadata, security, and role-based access control.
Demonstrated use of AI-assisted development tools to improve engineering productivity and software quality.

Preferred Qualifications

Hands-on experience with Windmill for data integration, automation, or workflow orchestration.
Experience integrating Salesforce or other CRM platforms.
Experience working with financial-services, wealth-management, portfolio-management, custodial, or financial-planning data.
Experience with regulated data environments and controls for sensitive client or financial information.
Experience with Snowpark and other advanced Snowflake capabilities.
Familiarity with infrastructure-as-code, automated environment provisioning, and cloud DevOps practices.
Familiarity with Azure or Snowflake AI services and the use of LLMs within governed enterprise environments.

What Success Looks Like

The successful candidate will be a highly hands-on engineer who can take a data requirement from concept through production: understand the source system, determine the right ingestion pattern, build and test the pipeline, model and transform the data in Snowflake, establish appropriate controls and monitoring, and ensure that the resulting data is reliable and usable.

This person will help EP Wealth move beyond individual data integrations toward a scalable, governed, and reusable enterprise data engineering platform that supports analytics today and AI-enabled capabilities in the future.

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays + 2 Floating Holidays
Paid Parental Leave
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.