Data Engineer, AI & Automation

Sound Income Strategies is hiring a Data Engineer, AI & Automation to modernize operational data infrastructure, reporting, and business workflows as a hands-on owner within the team.

Responsibilities

• Develop and maintain backend data pipelines, integrations, and data models in Snowflake to deliver operational data that is accurate and accessible.
• Work within the existing data aggregation architecture, integrating and reconciling information from custodians and platforms including Schwab, Orion, and Black Diamond, plus supplemental sources.
• Analyze source data, investigate discrepancies, and implement validation, reconciliation, and quality checks for complete, accurate reporting and downstream applications.
• Translate complex datasets into business-ready outputs and collaborate with internal stakeholders and front-end contributors to validate dashboards, reports, and application functionality.
• Meet directly with Operations and other SIS teams to understand manual processes, define requirements, and prioritize improvements with the CTO.
• Build and deploy backend services, internal tools, and automations to improve operational efficiency and reduce repetitive manual work.
• Develop and deploy production AI functionality using Anthropic Claude, including document retrieval, text extraction, document understanding, and multi-step workflows.
• Implement and maintain Model Context Protocol (MCP) integrations to connect AI applications to approved tools and data sources, including appropriate permissions and human review.
• Use managed model platforms such as Snowflake Cortex, Amazon Bedrock, Google Vertex AI, or comparable services to support practical business applications.
• Own solutions end-to-end, from requirements and design through testing, deployment, documentation, user adoption, and ongoing support.
• Monitor data pipelines and AI workflows; troubleshoot failures, evaluate output accuracy, and improve reliability, performance, and operating costs.
• Implement access controls, logging, and safeguards for sensitive client and financial data in collaboration with the CTO and Compliance.
• Participate in vendor and platform implementation meetings, learn existing systems, and coordinate technical dependencies across internal teams and external partners.
• Maintain clear technical documentation and user guidance, and communicate priorities, progress, risks, and results to technical and nontechnical stakeholders.

Requirements

• Bachelor’s degree or higher in Computer Science or a related technical discipline.
• 3+ years of software engineering experience in backend, data-intensive, or workflow automation systems, with demonstrated ability to independently build, deploy, and maintain production solutions.
• Strong hands-on proficiency with Snowflake, SQL, and a backend programming language such as Python, including experience with data modeling, APIs, and data pipelines.
• Hands-on experience integrating Claude into production business applications, including document retrieval, text extraction, and document understanding.
• Practical experience implementing MCP integrations and working with a managed model platform such as Snowflake Cortex, Amazon Bedrock, Google Vertex AI, or a comparable service.
• Demonstrated ownership of production LLM-powered functionality or agentic workflows, including output evaluation, failure handling, cost management, and appropriate human review.
• Experience handling sensitive data in a regulated or high-trust environment, with strong analytical, troubleshooting, and data quality skills.
• Track record of translating operational needs into practical, maintainable tools, with strong communication, documentation, collaboration, and prioritization skills.

Technologies

• Snowflake, SQL, Python
• Anthropic Claude
• Model Context Protocol (MCP)
• Snowflake Cortex, Amazon Bedrock, Google Vertex AI
• Schwab, Orion, Black Diamond

Location & Hours

• Fort Lauderdale, FL (On-site)
• Full-time
• Fort Lauderdale HQ | On-site, full-time; not considering remote candidates

Benefits

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly car wash (at an additional cost)

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer
• Ability to lift up to 10 pounds if/when necessary

FLSA classification: Exempt

Department: Sound Income Strategies

Preferred Qualifications

• Experience in financial services preferred but not required
• Familiarity with RIA operations, custodian data, trading systems, or portfolio reporting platforms
• Experience with cloud-based data aggregation platforms and vendor-supported application environments
• Ability to contribute across the application stack when a business solution requires it