Wealth Management Operations - Data and Business Intelligence Analyst

Responsibilities and Duties

• Partner with Wealth Management leadership, Operations, and Technology teams to translate business needs into data‑driven solutions, including dashboards, reporting frameworks, and key performance indicators.
• Design, build, and maintain scalable dashboards and data models using approved data sources to support decision‑making across the firm.
• Develop and manage standardized reporting and data products to reduce duplication and promote a single source of truth.
• Support and uphold data governance standards, including data definitions and documentation, alignment to approved data sources, and data access and security protocols.
• Create and monitor data quality and exception reporting, identifying and escalating issues related to data integrity across systems such as Black Diamond and CRM platforms.
• Collaborate with stakeholders to ensure reporting and analytics solutions are accurate, auditable, and aligned with firm policies and risk‑management expectations.
• Serve as a consultative partner to end users, helping them interpret data, understand underlying assumptions, and apply insights effectively.
• Manage and prioritize a reporting and analytics backlog, working within established workflows to deliver solutions aligned with business priorities.
• Collaborate with internal teams and external vendors on data integration, system enhancements, and analytics initiatives, including supporting ETL/ELT processes and API‑based data connections.
• Present insights and reporting outputs to leadership, partners, and operational teams.
• Create and maintain documentation on data sources, reporting logic, processes, and user guidance materials.
• Assist with additional Wealth Management data, reporting, and technology projects as assigned.

• Bachelor’s degree in finance, economics, or a related field required.
• 3+ years of business experience in the investment, banking, or accounting field required.
• Experience with Microsoft Power Platform, including Power BI (data modeling, DAX, and visualization best practices), Power Automate (workflow automation, process optimization, and integration across systems), and Power Apps (Dataverse tables, data collection, environment maintenance).
• Strong proficiency in SQL and experience working with relational databases.
• Experience with data integration concepts, including APIs and ETL/ELT processes.
• Understanding of data governance principles, including data quality, data lineage, and access controls.
• Familiarity with Wealth Management systems (e.g., portfolio management, CRM, or similar platforms).
• Strong analytical and problem‑solving skills with the ability to translate business questions into data solutions.
• Excellent oral and written communication skills, with the ability to present complex information to non‑technical audiences.
• Ability to work independently and manage multiple priorities in a fast‑paced, evolving environment.
• Strong attention to detail and commitment to producing accurate, high‑quality, and auditable outputs.
• Demonstrated ability to collaborate effectively across teams and with external partners.
• Familiarity with emerging analytics tools, cloud data platforms, or machine learning/artificial intelligence concepts is a plus.

Salary: $64,500.00 – $90,500.00 (regional: CO, IL, OH, MA).

• Health, dental, vision, disability, and life insurance.
• Flexible time off and pre‑determined holidays.
• 401(k) plan.
• Business‑related travel expense, lodging, and meal reimbursement.
• Eligible staff pension plan for certain administrative and paraprofessional roles.
• Discretionary bonus plan.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug‑free workplace.

This is an exempt position, so working hours may exceed the standard 40‑hour work week.