Allworth Financial
Allworth Financial

52 Allworth Financial Client Service Manager Jobs Hiring Near You

Service Associate

Cincinnati, OH

$15 - $20.25/hr

... financial advisory team and ensuring a seamless client experience. This role will focus on ... client inquiries, and managing account-related documentation. The Service Associate will ...

This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best ...

... financial advisory team and ensuring a seamless client experience. This role will focus on ... client inquiries, and managing account-related documentation. The Service Associate will ...

... financial advisory team and ensuring a seamless client experience. This role will focus on ... client inquiries, and managing account-related documentation. The Service Associate will ...

Tax Manager

Folsom, CA

$130K - $180K/yr

This position will involve client-facing activities, providing comprehensive tax services to ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Folsom, CA · Hybrid

$130K - $180K/yr

This position will involve client-facing activities, providing comprehensive tax services to ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Dallas, TX · Hybrid

$109K - $143K/yr

This position will involve client-facing activities, providing comprehensive tax services to ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Dallas, TX · Hybrid

$109K - $143K/yr

This position will involve client-facing activities, providing comprehensive tax services to ... Participate in internal strategy discussions with clients and collaborate with their financial ...

Tax Manager

Cincinnati, OH · Hybrid

$100K - $150K/yr

This position will involve client-facing activities, providing comprehensive tax services to ... Participate in internal strategy discussions with clients and collaborate with their financial ...

This position will involve client-facing activities, providing comprehensive tax services to new ... Participate in tax strategy discussions with clients and collaborate with their financial advisors

Showing results 41-52

$113K - $136K/yr

Full-time

Re-posted 2 days ago


Job description

SUMMARY:

This is an opportunity to join a high growth business as the Data Engineer. The position will work with the Analytics & Insights team at Allworth Financial to optimize the company's existing data infrastructure to support a robust data analytics and reporting structure.

We are looking for a Senior Data Engineer, or similarly experienced data modernization professional, to help guide the next stage of our data platform evolution. This role will support the modernization of legacy SQL-based processes into scalable, maintainable cloud data pipelines, while also helping us identify architectural gaps, improve engineering standards, and mature our data governance practices.

The ideal candidate has broad hands-on experience across data engineering, cloud data platforms, ETL/ELT design, data modeling, orchestration, performance tuning, data quality, and governance. We are looking for someone who can both build and advise: someone who can write production-quality pipelines, review existing architecture, mentor team members, and point out the risks, patterns, and opportunities we may not yet know to look for.

This person will play a key role in helping us move from legacy stored procedures and fragmented reporting processes toward a more reliable, transparent, and well-governed modern data architecture.

This is a full-time Exempt location. Ideal candidate will be able to work hybrid work schedule in our Addison office.

DUTIES AND RESPONSIBILITIES:

  • Design, build, and optimize data pipelines using PySpark, Delta Lake, SQL, and cloud-based data engineering tools.
  • Improve data pipeline reliability, observability, logging, error handling, and restartability.
  • Review existing notebooks, SQL scripts, data models, and orchestration workflows for maintainability and performance.
  • Guide best practices for Azure Synapse, Spark, Delta Lake, data lake storage, and related cloud data services.
  • Identify architectural gaps, technical debt, and modernization risks.
  • Help design and implement data quality checks, reconciliation processes, and validation frameworks.
  • Support development of canonical IDs, master data patterns, and entity resolution processes.
  • Assist with data cataloging, lineage, metadata management, and governance practices.
  • Partner with business stakeholders to understand reporting, analytics, and data product requirements.
  • Help structure scalable data models for BI tools such as ThoughtSpot, Power BI, or similar platforms.
  • Mentor data team members and help raise the overall engineering maturity of the team.
  • Provide guidance on what we may be overlooking in areas such as security, performance, cost, governance, orchestration, testing, and long-term maintainability.

 

QUALIFICATIONS:

  • 5+ years of professional experience in data engineering, analytics engineering, data architecture, or a closely related role.
  • Strong SQL skills, including stored procedures, joins, window functions, CTEs, merge logic, and performance tuning.
  • Hands-on experience with PySpark or distributed data processing frameworks.
  • Experience designing and maintaining ETL/ELT pipelines in a cloud environment.
  • Experience with data lake or lakehouse architecture, including Delta Lake or similar table formats.
  • Strong understanding of data modeling concepts, including dimensional modeling, staging layers, curated layers, and semantic/reporting models.
  • Experience with pipeline orchestration, scheduling, dependency management, and failure recovery.
  • Ability to troubleshoot data quality issues, pipeline failures, schema drift, performance bottlenecks, and source system inconsistencies.
  • Familiarity with modern data governance concepts, including cataloging, lineage, ownership, access control, data definitions, and data quality monitoring.
  • Ability to communicate clearly with both technical and non-technical stakeholders.
  • Experience reviewing existing systems and recommending practical, incremental improvements.
  • Experience with Azure Synapse Analytics, Azure Data Lake Storage, Microsoft Fabric, Azure Data Factory, or related Azure data services.