Associate Data Engineer

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

The Job/What You'll Do:

The Associate Data Engineer will play a critical role in building and optimizing the data infrastructure that powers AssetMark’s investment platform and advisor technology. This role is ideal for a highly motivated, analytically minded individual with foundational programming skills who is eager to launch a career in financial services data engineering. The focus will be on transforming raw data into high-quality, actionable insights, adhering to best practices for scale, reliability, and security.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Key Responsibilities

• Data Pipeline Development & Maintenance: Assist in the design, development, testing, and maintenance of scalable ELT/ETL data pipelines using Python and cloud-native services (Azure preferred) to integrate data from various internal and external systems (e.g., custodial feeds, Salesforce, APIs).

• Data Quality & Governance: Implement and optimize data validation and cleansing routines within the pipelines to ensure data accuracy and integrity, directly supporting our commitment to fiduciary standards in wealth management.

• Data Modeling & Warehousing: Collaborate with senior engineers and data architects on data modeling projects, helping to design and maintain schemas for our modern data platform (e.g., Snowflake, Databricks, or Cosmos DB).

• Code & Automation: Write clean, efficient, and well-documented code primarily in Python for scripting, automation, and data transformation logic.

• Troubleshooting & Support: Participate in the monitoring and troubleshooting of data pipeline issues, working to identify root causes and implement timely resolutions.

• Documentation: Maintain accurate technical documentation for data flows, schemas, and processing logic to ensure team knowledge transfer and governance.

Knowledge, Skills & Abilities:

• Programming Proficiency: Demonstrated proficiency and hands-on experience with Python for data manipulation and scripting.

• SQL Mastery: Strong foundation in SQL and deep understanding of relational database concepts (e.g., joins, schemas, indexing).

• Data Fundamentals: Basic understanding of data modeling principles (Star Schema, Normal Forms, etc.) and core ETL/ELT processes.

• Communication: Excellent written and oral communication skills, with the ability to articulate technical issues clearly.

• Exposure to cloud platforms (Azure preferred, AWS, or GCP) and cloud-native data services.

• Familiarity with distributed data processing frameworks like Apache Spark or Databricks.

• Experience with workflow orchestration tools (e.g., Apache Airflow, Azure Data Factory).

• Knowledge of financial services, brokerage, or wealth management data domains (e.g., understanding of positions, securities master, and custodial data).

• Experience consuming and building RESTful APIs to move data.

Education & Experience:

• Experience: 0 to 3 years of professional or relevant internship/project experience in a data-focused role (e.g., Data Engineering, Software Engineering, or Data Analytics).

• Education: Bachelor’s degree in Computer Science, Engineering, Data Science, Information Systems, or a closely related quantitative field.

Why Join AssetMark?

You will be joining a highly collaborative Data Team at a pivotal time, helping to architect and build the next generation of our unified data platform. You will gain invaluable experience working with mission-critical financial data, modern cloud technologies, and best-in-class software engineering practices, directly influencing the digital experience of financial advisors nationwide.

Compensation: The Base Salary range for this position is between $95,000-$107,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-hybrid

#LI-TN1

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.