Farther

Engineering Manager

• Own and execute the data platform roadmap from custodial ingestion through the security master to AI-ready data products
• Lead and grow the data engineering team, setting the bar for technical quality
• Own the firm’s security master, including reference data, corporate actions, and golden-source resolution across vendors
• Design canonical models unifying accounts, positions, and transactions across Schwab, Fidelity, Pershing, and other custodians
• Drive data quality, reconciliation, lineage, and governance across regulated datasets
• Define the platform roadmap, own it end-to-end, and execute its expansion across the firm and AI systems

Senior Manager, Data Engineering

Financial Planning and Analysis

• Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
• Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
• Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
• Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

Senior Manager, Data Engineering

Director, Investment Solutions