Defined Contribution Analytics Analyst; Hybrid

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

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The Consulting Analyst – Defined Contribution is responsible for providing analytical support, collaborating with consultants and team members to deliver accurate and insightful analysis for defined contribution clients. This role supports client projects, reporting, and process improvements to help clients achieve their retirement plan objectives.

• Conduct diagnostic reviews for defined contribution clients, ensuring thorough analysis and actionable recommendations.
• Prepare client reports, quarterly governance materials, and supplemental meeting documents with accuracy and clarity.
• Respond to consultant requests and conduct special projects or ad-hoc analyses as needed.
• Collaborate with consultants, research, and client service teams to develop tailored solutions that address client needs and objectives.
• Evaluate and analyze vendor RFIs/RFPs, preparing related deliverables and recommendations.
• Attend client meetings in a supporting analytical role and respond to follow-up items as required.
• Maintain accurate client account and investment records in the CRM and respond to client and vendor requests in a timely manner.
• Leverage AI‑powered tools and analytics to improve efficiency, insight generation, and decision‑making across projects.

• Bachelor’s Degree or relevant work experience (Finance, Economics, Mathematics, or related field preferred).
• Entry‑level experience welcome
• Proficiency in Microsoft Suite (Excel, PowerPoint, Word); experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
• Strong quantitative and analytical skills, with experience in data modeling, statistical analysis, and reporting.
• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem‑solving skills.
• Innovative, curious, and enthusiastic.
• Detail‑oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.
• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their…