Careers @ Advicent

Build the future. Own your future.

Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Our team is revolutionizing the financial planning industry. Come join us!

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Data Engineer

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Advicent is a financial technology (FinTech) company embarking on the next phase of our growth journey.  Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Position Purpose

As a Data Engineer at Advicent, you will be part of a new team that will build an internal and client facing business intelligence and analytics platform. This role requires a motivated individual with an interest in building, integrating and delivering new capabilities to the market, with a greater awareness of the entire data ecosystem and how data impacts the product and client experience. It is not exclusively isolated to data acquisition style tasks, as you will participate in data science related efforts by assisting data scientists, machine learning engineers, and architects.

What you’re accountable for
  • Assist with the architecture and construction of our business intelligence and analytical solutions.
  • Integration of data from enterprise assets like our flagship product NaviPlan, SalesForce, call center applications, clickstream and development process management, production monitoring systems into an internal BI platform.
  • Deployment of highly automated end-to-end BI solutions from data acquisition to delivery of consumer insights.
  • Assist in the creation of data models for internal BI systems as well as a consumer-facing offering.
  • Develop and deployment of data hygiene patterns.
  • Assist with the definition of next-generation product offerings including BI, analytics, data mining & AI/ML capabilities.
  • Promote data culture and provide guidance to other project teams that support access to data assets for future monetization.
  • Estimate the level of effort and duration for entire projects/engagements.
  • Ensure compliance of deliverables to architectural design patterns.
What skills are required
  • B.S. in data science, statistics, information systems technology or computer science, with a minimum of 1 year of relevant experience, or equivalent combination of education and experience
  • Expertise in developing complex SQL queries
  • Experience with ETL/ELT concepts, SSIS and T-SQL
  • Experience with database development and modeling tools like Erwin
  • Experience with scripting and automation concepts
  • Experience with Tableau or another visualization tool
  • Experience working with structured and unstructured data sets including JSON
  • Exposure to Java/C# and Object Oriented Programming concepts
  • Experience implementing ML algorithms from data sourcing and prep through experimentation, model selection, deployment, and monitoring is preferred
  • Familiar with Agile software development methodologies is preferred
To be successful at Advicent, you will
  • Always seek a meaningful outcome and maintain a sense of urgency in everything you do.
  • Be continuously curious and have an ongoing desire to disrupt the status quo.
  • Take initiative and look to expand your role.
  • Always look for ways to contribute to the team and our success.
Benefits & Perks
  • Health, dental, vision, HSA/FSA, 401K employer match
  • 4 weeks PTO, 9 paid holidays, 8 hours paid volunteer time off
  • Free access to on-site fitness center, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda), monthly volunteer opportunities, employer-sponsored engagement & wellness events
  • Tuition reimbursement, industry training opportunities