Director of Engineering Client Analytics & Experience

Key Responsibilities

• Lead and mentor a high-performing engineering team dedicated to delivering world-class client reporting data visualization and interactive analytics experiences.
• Drive the strategic vision for client-facing data products ensuring that complex investment data is presented with clarity speed and relevance to business decision-makers.
• Lead the engineering strategy for integrating Generative AI and Agentic solutions to redefine how clients interact with data (e.g. conversational analytics autonomous reporting agents).
• Foster a culture of product excellence and user-centric innovation bridging the gap between data engineering and the final user experience.
• Collaborate with cross-functional teams (Product UX Client Services) to define the next generation of investment reporting and contribute to the Client Experience roadmap.
• Champion the development of modern reporting architectures that support high-concurrency dashboarding near-real-time insights and seamless AI-driven interactions.
• Present product strategies and experience-led insights to executive leadership ensuring clarity on how technology assets drive client value and retention.

Requirements

• 20+ years of engineering experience with a strong emphasis on leadership within the FinTech sector specifically in Client Reporting Analytics Platforms or Investment Intelligence.
• 10+ years of proven experience in a senior engineering leadership role demonstrating strong strategic vision regarding Business Intelligence Data Visualization and User Experience.
• Demonstrated experience architecting and deploying client-facing Generative AI solutions.
• Extensive knowledge of cloud platforms (AWS/GCP/Azure) with expertise in serving data to clients at scale (e.g. high-performance BI tools custom visualization layers API-first reporting).
• Proficiency in reporting frameworks SQL and Python with experience designing end-to-end analytics pipelines from the data warehouse to the user interface.
• Exceptional verbal and written communication skills; ability to translate complex technical challenges into compelling client-centric narratives for executive stakeholders.

Desired Qualifications

• Experience in both FinTech and BigTech environments with a strong understanding of investment management at scale.
• A proven track record of driving engineering excellence through effective team processes and innovative solutions.
• Some experience with a focus on Agentic workflows that enhance user decision-making.

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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