What are the responsibilities and job description for the Director, Data Intelligence & Analytics position at Cambridge Investment Research, Inc.?
Job Summary
Cambridge is seeking a Director, Data Intelligence & Analytics with a passion for building modern software and data platforms that drive strategic impact. You would have the opportunity to lead the development, transformation, and governance of our enterprise software and data platforms. You’ll oversee a growing team of 12 software developers and engineers, working at the intersection of cloud computing, data engineering, and software architecture to power next-generation capabilities and insights. The ideal candidate would combine high emotional intelligence with deep technical acumen to lead teams, modernize architecture, and unlock the power of data to drive business innovation - while working with passionate, high-performing professionals across the enterprise. If you're passionate about AI, automation, and leading innovation through data, this is your chance to make a lasting impact.
Key Deliverables And Responsibilities
The ideal candidate is a strategic thinker with a proven track record of leading data-driven initiatives that deliver tangible business results.
You thrive in fast-paced environments and are excited about the potential of AI, machine learning, and real-time data to transform how companies operate.
You’re an excellent communicator who can collaborate seamlessly with executives and engineers alike, translating complex technical data into clear business insights. You foster a culture of innovation, creativity, and experimentation, always looking for the next big opportunity.
Certifications
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Cambridge is seeking a Director, Data Intelligence & Analytics with a passion for building modern software and data platforms that drive strategic impact. You would have the opportunity to lead the development, transformation, and governance of our enterprise software and data platforms. You’ll oversee a growing team of 12 software developers and engineers, working at the intersection of cloud computing, data engineering, and software architecture to power next-generation capabilities and insights. The ideal candidate would combine high emotional intelligence with deep technical acumen to lead teams, modernize architecture, and unlock the power of data to drive business innovation - while working with passionate, high-performing professionals across the enterprise. If you're passionate about AI, automation, and leading innovation through data, this is your chance to make a lasting impact.
Key Deliverables And Responsibilities
- Execute the enterprise strategy for software and data platforms in alignment with business goals.
- Design scalable and secure systems using modern technologies like .NET, Python, Azure, and cloud-native patterns (e.g., microservices, API-first, real-time data processing).
- Champion Agile, DevOps, CI/CD, and engineering excellence to accelerate delivery and innovation.
- Spearhead digital transformation initiatives including cloud migrations, legacy modernization, and automation.
- Lead the design and implementation of modern data architectures supporting high-volume pipelines, real-time insights, and advanced analytics.
- Enable AI/ML, predictive analytics, and intelligent automation to enhance decision-making and customer experiences.
- Leverage tools like Microsoft SQL, PostgreSQL, Tableau, Power BI, R, and Python to drive meaningful business outcomes.
- Lead, mentor, and inspire cross-functional teams of software engineers and data engineers.
- Foster a culture of innovation, collaboration, and continuous learning that embraces experimentation and excellence.
- Collaborate with business, architecture, and product leaders to deliver impactful solutions that improve operations and unlock new opportunities.
- Oversee program delivery, vendor partnerships, budgeting, and resource planning to ensure projects are delivered on time, within scope, and aligned with enterprise standards.
- Serve as a key advisor to senior leadership, translating complex technical ideas into clear business value and guiding digital priorities.
The ideal candidate is a strategic thinker with a proven track record of leading data-driven initiatives that deliver tangible business results.
You thrive in fast-paced environments and are excited about the potential of AI, machine learning, and real-time data to transform how companies operate.
You’re an excellent communicator who can collaborate seamlessly with executives and engineers alike, translating complex technical data into clear business insights. You foster a culture of innovation, creativity, and experimentation, always looking for the next big opportunity.
Certifications
- Financial Industry Regulatory Authority (FINRA) Series 7 required within 12 months of being hired.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.