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Osaic is seeking a Vice President of Data Architecture & Standards to lead the firm’s enterprise data strategy, striking the critical balance between being a core technical architect and a business leader who can operationalize governance at scale. This role will ensure that Osaic’s data — spanning Compensation & Revenue, Investors/Households, Advisors/Practices, Accounts, Asset Positions & Flows, and Client Performance — is trusted, accessible, and strategically enabling across the Independent Broker-Dealer (IBD) and RIA business lines.

Requirements

• 15+ years in data architecture, governance, and management roles; 5+ years at VP/SVP level.
• Deep understanding of IBD/RIA ecosystems, custodians, and advisor data flows.
• Proven experience with custodian data models (Pershing, NFS, Fidelity, Schwab).
• Expertise in architecting and managing enterprise-scale data ecosystems that include: Multiple transactional data stores, Operational Data Stores (ODS), Cloud-based data warehouses (supporting structured and unstructured data)
• Hands-on experience with Snowflake and similar modern cloud data technologies (e.g., Redshift, BigQuery, Databricks).
• Strong background in data ingestion pipelines, APIs, and secure data distribution frameworks.
• Hands-on leadership in data governance, lineage, cataloging, and data quality frameworks.

Responsibilities

• Architect and scale Osaic’s entire data ecosystem, which consists of multiple transactional data stores, a single operational data store, and a single cloud-based data warehouse capable of hosting both structured and unstructured data.
• Oversee data ingestion pipelines from custodians and platforms (PershingX, NFS, Fidelity, Schwab).
• Enable secure, efficient data distribution through APIs and data-as-a-service models.
• Ensure high performance, scalability, and cost optimization across the full data ecosystem.
• Establish data observability, monitoring, and lineage to guarantee trust and transparency.
• Build and lead Osaic’s data governance program, including stewardship, cataloging, lineage, and quality frameworks.
• Own the enterprise data architecture blueprint across operational, analytical, and distribution layers.

Other

• Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
• Partner with business leaders in Finance, Compensation, Operations, and Advisor Experience to translate metrics into trusted, governed data sources.
• Work closely with the Data Governance Committee to define and enforce ownership, classification, retention, and access policies.
• Ensure compliance with FINRA, SEC, Reg BI, and data privacy regulations.
• Operate in a matrixed model, influencing without direct line authority; coach domain stewards and partner teams (platform, data engineering, product) to land decisions and standards.