Systems & Data Analyst

Verde Capital Management (VCM) is a Registered Investment Advisor (RIA) dedicated to delivering exceptional client service and innovative financial solutions. Our mission is to guide and educate our clients, helping them achieve their financial goals. Our team embodies unique values that drive the success of our clients and the company every day.

Are you ready to fuel the growth and mastery of a premier wealth management team?

We’re hiring a Systems & Data Analyst to join us on-site at our Clarkston, Michigan headquarters!

We are looking for an analyst to partner with our technology lead in strengthening and scaling our advisor-facing systems. In this role, you will help optimize internal workflows, maintain peak data integrity, and support a fast-growing team of financial advisors serving clients nationwide.

Are You Ready to Power the Tech Engine Behind Verde Capital Management?

Forget basic ticket-queue support and single point-of-failure operations. Join VCM as a Systems & Data Analyst and become a key driver of the technology infrastructure that powers our growing firm.

In this high-impact, dual-focus role, you won't just be answering "why can't I print?"; you will partner directly with our Tech Lead to master, document, and co-own the core data systems behind our advisory operations. We are seeking a high-energy problem solver who thrives on variety, someone who can seamlessly shift from troubleshooting daily user issues to diving into data workflows and ensuring account balances match across complex platforms.

While you'll start by learning our existing processes alongside our current technology lead, your mission is to eliminate single points of failure, build firm depth, and ensure our advisors always have fast, reliable tech support and seamless data systems.

• Run and maintain recurring and ad hoc reports in systems including Black Diamond (portfolio management and reporting) and Salesforce (CRM)
• Manage data in situ: cleanup, reconciliation, bulk updates, and quality checks
• Run and maintain custom automations that process, transform, or move data, and help improve or extend them over time
• Monitor and enforce cybersecurity best practices (multi-factor authentication, endpoint security, phishing awareness, and password management).
• Assist with compliance audits, data backup checks, and disaster recovery testing.

• Troubleshoot everyday IT problems for staff: printers, laptops, accounts, software, connectivity
• Manage user administration (onboarding, offboarding, permissions, role changes) across all firm software.
• Provision, configure, and maintain laptops, while managing software license allocations and asset inventories.
• Coordinate with third parties (IT providers, software vendors, support desks) and track issues through to resolution.
• Document core system processes to ensure operational continuity across the firm.

We are looking for a teammate who doesn't just "fit" our culture but elevates it. At VCM, we live by these eight principles:

• Impact & Passion:
  Exhibit a bias-to-action to accomplish amazing amounts of work. Inspire others with a thirst for excellence and a natural curiosity for learning.
• Innovation & Selflessness:
  Minimize complexity to find simpler, better approaches. Be ego-less when searching for the best ideas and share information proactively.
• Communication & Honesty:
  Listen well to understand before reacting. Be self-aware. Be known for kind candor, directness, and treating everyone with respect regardless of status.
• Dependability & Courage:
  Take full responsibility for your decisions and navigate challenges with sound judgment. Take smart…