Head of Enterprise Data

Remote (U.S.), with approximately 25% travel — including monthly onsite time in Newport Beach, CA or Dallas, TX and periodic travel to affiliate offices during integration work.

Beacon Pointe is one of the largest independent RIAs in the country, and we are growing quickly – both organically and through the acquisition of advisory firms across the U.S. That growth has made enterprise data a strategic priority: every acquisition brings new systems, new data, and new definitions that must be reconciled into a single trusted view of our clients, accounts, advisors, and business performance.

We are seeking an experienced enterprise data-platform leader to own the strategy, architecture, governance, and operational maturity of our Snowflake-centered data ecosystem. Reporting to the Chief Technology Officer, this leader will build and develop the data engineering and analytics organization, establish trusted enterprise data products and common business definitions, and ensure that data is secure, resilient, traceable, cost effective, and readily usable across advisory, operations, finance, compliance, and technology.

This is a role for someone equally comfortable leading people, discussing business requirements with senior stakeholders, and going deep with engineers on Snowflake architecture and data-modeling decisions. You will be accountable not only for platform delivery, but for data quality, production reliability, governance, business adoption, and the data foundation supporting analytics, automation, and AI.

• Lead, mentor, and develop a team of data engineers and data analysts
  , establishing clear goals, priorities, and accountability.
• Manage the team's roadmap and balance strategic initiatives, business requests, platform improvements, and ongoing operational needs.
• Establish engineering and analytics standards around development, testing, documentation, deployment, and data quality.
• Foster strong collaboration between engineering, analytics, technology, operations, finance, investment, and other business teams.
• Recruit and develop data talent as the organization and data function continue to scale.

• Own a repeatable, documented playbook for onboarding acquired firms’ data – discovery, mapping, migration, reconciliation, validation, and legacy system decommissioning.
• Map acquired-firm client, household, account, and advisor records to enterprise entities, resolving duplicates and conflicting identifiers.
• Migrate and reconcile historical holdings, transactions, performance, and billing data so that continuity of client reporting is preserved through the transition.
• Partner with M&A team, operations, and compliance during diligence to assess data condition and integration effort before deals close.
• Optimize time-to-integration and cost-per-integration as deal volume grows, so that integration capacity is not a constraint on firm growth.

• Own and evolve the organization's Snowflake data environment
  , ensuring it is scalable, reliable, secure, performant, and cost-effective.
• Provide technical leadership for data ingestion, transformation, integration, and delivery across multiple internal and external data sources.
• Guide the development of robust ETL/ELT pipelines and modern data engineering practices.
• Establish standards for monitoring, testing, lineage, observability, and troubleshooting across the data platform.
• Own platform-level design decisions across environment and deployment strategy, RBAC and access controls, data classification and policy-based protection, secure data sharing, account governance, recovery and resilience, and integration with identity, security, and…