Job description

POSITION: Data Engineer, AI & Automation Location & Hours: Fort Lauderdale HQ | On-site, Full-time Department: Sound Income Strategies FLSA Classification: Exempt Who We Are Sound Income Strategies, a Sound Income Group company, is a Registered Investment Adviser (RIA) with $4.5 billion in assets under management. The firm provides discretionary and non-discretionary investment management services to independent financial advisors and their clients nationwide. As a fiduciary, Sound Income Strategies is committed to portfolio oversight, regulatory compliance, and disciplined investment implementation aligned with clients’ objectives. Position Summary Sound Income Strategies is seeking a Data Engineer, AI & Automation to modernize our operational data infrastructure, reporting, and business workflows. Reporting directly to the Chief Technology Officer, this hands-on individual contributor will serve as the primary internal owner of backend data engineering and applied AI automation. This role combines Snowflake expertise, strong data analysis, and production software engineering to consolidate information from custodians, trading platforms, portfolio reporting systems, and other business sources. The ideal candidate can understand how our teams work, identify valuable improvements, and independently build, deploy, and maintain reliable tools that employees use in their daily work. Key Responsibilities Data Engineering and Data Quality • Develop and maintain backend data pipelines, integrations, and data models in Snowflake to support accurate, accessible operational data. • Learn and work within the existing data aggregation architecture; integrate and reconcile information from custodians such as Schwab, trading platforms such as Orion, portfolio reporting systems such as Black Diamond, and supplemental sources. • Analyze source data, investigate discrepancies, and implement validation, reconciliation, and quality checks to ensure reporting and downstream applications use complete, accurate information. • Translate complex data into useful business outputs and partner with internal stakeholders and front-end contributors to validate dashboards, reports, and application functionality. Applied AI and Workflow Automation • 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 that improve operational efficiency and reduce repetitive manual work. • Develop 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 connecting AI applications to approved tools and data sources, with 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. Production Ownership and Collaboration • Own solutions 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 appropriate 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 Must-Have Qualifications • 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 in 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 Model Context Protocol (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. • A track record of translating operational needs into practical, maintainable tools, with strong communication, documentation, collaboration, and prioritization skills. 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. Physical & Work Environment Requirements • This is a full-time onsite position based in Fort Lauderdale, FL – we are not considering remote candidates. • Ability to work for extended periods at a desk using a computer. • Ability to lift up to 10 pounds if/when necessary. Benefits We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including: • 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) Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

Requirements

Must-haves

POSITION: Data Engineer, AI & Automation
Location & Hours: Fort Lauderdale HQ | On-site, Full-time
Department: Sound Income Strategies
FLSA Classification: Exempt
Data Engineering and Data Quality
Develop and maintain backend data pipelines, integrations, and data models in Snowflake to support accurate, accessible operational data.
Analyze source data, investigate discrepancies, and implement validation, reconciliation, and quality checks to ensure reporting and downstream applications use complete, accurate information.
Translate complex data into useful business outputs and partner with internal stakeholders and front-end contributors to validate dashboards, reports, and application functionality.
Applied AI and Workflow Automation
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 that improve operational efficiency and reduce repetitive manual work.
Develop 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 connecting AI applications to approved tools and data sources, with 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.
Production Ownership and Collaboration
Own solutions from requirements and design through testing, deployment, documentation, user adoption, and ongoing support.

Nice-to-haves

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.
Physical & Work Environment Requirements
This is a full-time onsite position based in Fort Lauderdale, FL – we are not considering remote candidates.
Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if/when necessary.

Application prep

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Platform: paylocity
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto