- Location
- Hybrid - New York, NY
- Workplace
- Hybrid
- Level
- Mid level
- Posted
- 5 months ago
About this role
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!
As published by Farther. Applications are handled on their site.
Skills this posting mentions
About Farther
Welcome to Intelligent Wealth. Farther is the Intelligent Wealth Platform, natively built to unlock greater wealth throughout your financial life. Named the #1 fastest growing financial services firm in the nation by Inc 5000 in 2025, Farther manages over $15b in assets across 200+ wealth managers and 19,000+ clients.
All 38 openings at FartherOne click, then it is written
Apply to Farther with a resume written for this role.
Queue AI-Native Data Platform Engineer and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Farther’s form for you.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
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Paste your career in once. Every application after that is written for you.
Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- New matches ranked and written before you are up.
- Every bullet stays inside what your history supports. Nothing invented.
- Queued, submitted, interviewing, offer: one screen, not a spreadsheet.
500 free credits on sign-up. No card. Nothing is sent until you say so.
Listed from the job board Farther publishes. Refolk is not the employer and does not handle their hiring. Applications go to Farther directly.