Sales Distribution Data Modeler

The Data Architect designs and implements the conceptual logical and physical data architecture within Snowflake that captures the full breadth of Nuveens sales and marketing operations including intermediary channel performance (wirehouses independent broker-dealers RIAs banks) institutional relationships (consultants plan sponsors endowments foundations sovereign wealth funds) territory management product flows across asset classes AUM and flows analytics marketing engagement and client journey data. This role requires a deep understanding of cloud data architecture principles modern data product design and the nuances of asset management distribution. The Data Architect serves as a key partner to business stakeholders data engineering and downstream platform owners ensuring that data structures and curated data products on Snowflake or purpose-built to feed Salesforce Sitecore Tableau and other downstream consumers reliably and at scale. The incumbent is expected to proactively shape the platforms data governance posture optimize Snowflake performance and cost and continuously align the architecture with evolving business and regulatory needs.

Key Responsibilities and Duties

• Owns the end-to-end data architecture of the Snowflake platform including conceptual logical and physical data models that represent asset management sales and marketing operations across intermediary and institutional channels product hierarchies territory and coverage structures AUM and flows and client/prospect engagement.
• Designs builds and curates reusable data products within Snowflake that serve as authoritative sources for downstream systems including Salesforce Sitecore and Tableau ensuring contracts SLAs and consumption patterns are well defined.
• Establishes and enforces data governance standards on the Snowflake platform including data domain ownership naming conventions metadata lineage access controls masking and row-level security and compliance with regulatory requirements relevant to asset management (e.g. SEC FINRA GDPR CCPA).
• Collaborates with business stakeholders in sales marketing distribution strategy and product to gather requirements and translate them into scalable data models and data products that support both intermediary channel analytics (sales activity redemptions gross/net flows by firm and advisor) and institutional analytics (consultant influence mandate pipeline RFP activity relationship coverage).
• Partners with data engineering teams on ingestion patterns transformation frameworks (e.g. dbt) orchestration and CI/CD practices to ensure efficient well-tested and observable data pipelines feeding Snowflake.
• Develops and maintains dimensional models star and snowflake schemas data vault structures and semantic layers that power business intelligence in Tableau personalization in Sitecore and operational use cases in Salesforce Sales and Marketing Clouds.
• Supports integration of data from multiple structured and unstructured sources including third-party intermediary data providers (e.g. Broadridge Salesforce Asset Management Cloud feeds DST SS&C) institutional data sources market and benchmark data CRM marketing automation and digital engagement platforms.
• Conducts data profiling and quality analysis to identify gaps redundancies and integrity issues and drives remediation through model and pipeline improvements.
• Monitors and tunes Snowflake for performance scalability and cost efficiency applying best practices around warehouse sizing clustering materialized views caching and workload isolation.
• Communicates data architecture designs trade-offs and roadmaps to technical and non-technical audiences including senior leadership and cross-functional business partners.
• Provides guidance and mentorship to data modelers engineers and analysts on cloud data architecture modeling techniques and asset management domain concepts.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5 Years Required; 7 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Required Skills:

• 5 Years of experience in data architecture data modeling or a related data discipline with at least 3 years directly supporting asset management wealth management or broader financial services distribution functions.
• Hands-on experience architecting solutions on Snowflake including security and access frameworks (RBAC row-/column-level security) data sharing Snowpark streams and tasks performance tuning and cost governance.
• Demonstrated proficiency in conceptual logical and physical data modeling techniques including dimensional modeling entity-relationship modeling and data vault methodologies with experience building semantic layers for BI consumption.
• Experience designing and operating data products with clear ownership contracts documentation and consumer SLAs ideally within a data mesh or domain-oriented architecture.
• Strong understanding of how the asset management industry operates across both intermediary channels (warehouses IBDs RIAs banks DCIO) and institutional channels (consultants plan sponsors endowments foundations insurance general accounts) including AUM/flows analytics sales crediting territory and coverage models product structures (mutual funds ETFs SMAs CITs alternatives model portfolios) and intermediary data sources such as Broadridge.

Preferred Skills:

• Working knowledge of Salesforce (Financial Services Cloud or Sales/Marketing Cloud) Sitecore and Tableau with a clear understanding of how Snowflake data models support each of these downstream platforms.
• Strong SQL skills; experience with data modeling tools (Erwin SqlDBM or similar) transformation frameworks such as dbt and orchestration tools (Airflow Matillion or equivalent).
• Familiarity with data governance frameworks data quality management practices and metadata/catalog tools (e.g. Collibra Alation Atlan) and with regulatory considerations relevant to asset management.

Anticipated Posting End Date:

Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs non-annual sales incentive plans or other non-annual incentive plans).

Company Overview

Nuveen is a global investment leader managing public and private assets for clients around the world and on behalf of TIAA our parent company and one of the worlds largest institutional investors. We invest in the growth of businesses real estate infrastructure and natural capital providing clients with the reliability access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients our communities and our global to learn more about us.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial well-being. To learn more about your benefits please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.

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