Senior Business Intelligence Data Engineer

Company Overview

Summit Financial LLC is a $26 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with close to 200 advisors across 30 states and headquarters in Parsippany, New Jersey.

Overview

Summit Financial is building a robust, centralized Data Warehouse to power enterprise reporting and analytics. We seek a hands-on Senior BI Data Engineer with strong backend expertise to design and implement our data foundation from the ground up.

Key Responsibilities

• Build, test, and deploy reliable ETL/ELT pipelines to ingest and transform data from various operational sources into a new Data Warehouse.
• Develop foundational Data Warehouse architecture from scratch using dimensional modeling (star schemas) optimized for BI and reporting performance.
• Write and optimize complex SQL queries, stored procedures, views, and transformations for data cleansing, integration, and business logic.
• Structure and prepare warehouse data to support seamless Power BI backend modeling and downstream analytics.
• Automate, monitor, and maintain pipelines to ensure data accuracy, timeliness, and reliability.
• Troubleshoot performance issues, data quality, and integration challenges.

Required Qualifications

• 5+ years of hands-on ETL/ELT development experience.
• Proven experience building Data Warehouses from scratch, including dimensional modeling and BI-optimized schema design.
• Expert SQL skills (complex joins, window functions, stored procedures, performance tuning) in relational/on-premises databases.
• Strong background in data integration from databases, files, and APIs, with focus on end-to-end pipeline reliability.

Preferred

• Experience with Boomi (or similar ETL/integration tools like SSIS) for process building, mappings, and connectors.
• Power BI backend expertise: tabular data modeling, relationships, basic DAX for measures/columns, and dataset optimization for reporting (no visualization/dashboard authoring required).
• Familiarity with Microsoft on-premises stack (SQL Server, etc.).
• Experience in the financial services industry (e.g., wealth management or investment advisory), with an understanding of financial data types, reporting requirements, and regulatory considerations.
• A proactive builder who translates architecture into scalable, production-ready data infrastructure.
• Strong ownership of data quality, accuracy, and delivery.
• Collaborative team player excited to shape a growing internal data environment.

Pay: From $150,000.00 per year

• Applicants must be legally authorized to work in the U.S., we are unable to provide visa sponsorship for this position.

Must-have qualifications

Employment eligibility to work in the U.S with sponsorship is required.