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    Farther Finance

    Financial Services

    AI-Native Data Platform Engineer

    New York, United StatesOn-SiteFull-time5+ yrs experiencePosted 1mo ago
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    Job description

    Company Description

    Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

    Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

    Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

    The Role

    As an AI-Native Data Platform Engineer at Farther, you will design and own the canonical data foundations powering our financial AI systems. This role sits at the core of our platform — building the ontology, data contracts, and reconciliation frameworks that enable intelligent agents to operate safely and autonomously.

    AI systems only perform as well as the structure beneath them. You will architect custodial data pipelines, canonical financial models, and AI-ready schemas that support embeddings, retrieval systems, and agent-driven workflows in a regulated wealth management environment.

    We are building autonomous agents that reason over and act on platform state — and you will define the data layer that makes that possible.

    Your Impact

    • Design scalable ingestion pipelines across custodians (Schwab, Fidelity, Pershing, etc.) and internal financial systems
    • Build and evolve canonical models for accounts, positions, transactions, balances, corporate actions, and household hierarchies
    • Define financial data ontology and enforce strong data contracts across services
    • Implement reconciliation frameworks and golden-source resolution across multi-vendor datasets
    • Engineer AI-ready data layers optimized for embeddings, vector search, and RAG architectures
    • Structure financial datasets to improve prompt reliability and LLM output consistency
    • Architect closed-loop, agent-driven systems that monitor, reason over, and autonomously remediate data inconsistencies
    • Implement observability, lineage, governance, and fine-grained access controls across regulated datasets

    The Ideal Match

    • 5+ years building production-grade data platforms
    • Deep SQL expertise and strong Python for data engineering
    • Experience designing canonical schemas and resolving vendor data inconsistencies
    • Strong understanding of custodial financial data (positions, trades, balances, performance, corporate actions)
    • Familiarity with embeddings, vector databases, and retrieval architectures
    • Exposure to prompt engineering and structured context design for LLM systems
    • Knowledge of MLOps fundamentals (versioning, monitoring, reproducibility)
    • Comfortable with AWS data services (S3, Lambda, ECS, Glue, Redshift, OpenSearch) and event-driven orchestration
    • Strong ownership mindset and systems-level thinking

    Bonus Points

    • Wealth management or capital markets background
    • Experience integrating OpenAI or Anthropic APIs into production systems
    • Experience designing retrieval schemas for AI agents
    • Experience with authorization and policy platforms (e.g., OSO, Auth0)
    • Experience implementing fine-grained access control for AI-driven systems
    • Familiarity with GitHub-based CI/CD workflows and automation
    • Experience with data governance, lineage, and compliance controls

    Why Join Us

    • Learn & grow through book clubs, seminars, and peer learning sessions
    • Full health benefits + 401(k) matching & Roth IRA options
    • Unlimited PTO
    • An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

    Ready to disrupt wealth management? Let's talk!

    Job details are sourced from the employer's original posting.

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    About the company

    Farther Finance

    Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients. We’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther’s founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We’re backed by top tier venture capital firms, fintech investors and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to go farther with you.

    View all Farther Finance jobs
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