Senior Data Analyst

Overview

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Asset Mark is a leading wealth management platform dedicated to empowering independent financial advisors. Asset Mark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with Asset Mark for our investment offerings, innovative technology, advanced services and expertise, which they use to delight their clients and grow their businesses.

We are an integrated team of technologists, investment professionals, operations experts working to help our clients stay at the pioneering front of wealth management.

The Senior Data Analyst leads requirements gathering and translates business needs into actionable analytics solutions. This role is responsible for best practice documentation, evaluating and adopting new BI technologies and techniques, and designing complex solutions including interactive dashboards and self-service analytics. The Senior Data Analyst manages solution development projects, coordinates stakeholder requirements, and ensures timely delivery of solutions that meet functional requirements and drive business impact.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

• Lead requirements gathering translating business needs into technical specifications.
• Design and develop complex analytical solutions, including interactive dashboards and scalable self-service analytics.
• Optimize performance and implement best practices for scalable BI solution architecture.
• Provide technical mentorship to junior BI professionals.
• Establish coding standards, unified dashboard UI/UX, and development best practices.
• Drive user adoption of analytic products through training and ongoing support.
• Manage solution development projects by coordinating and collaborating with stakeholders to document requirements.
• Collaborate with data engineers and architects to build impactful datasets used in analytical solutions.
• Measure business impact, ROI, and inform on future development priorities.

• Proven track record in designing, launching, and maintaining advanced analytical solutions and BI platforms.
• Advanced proficiency in analytics/BI platforms (e.g., Tableau, Power BI, SQL) and self-service analytics frameworks.
• Strong partnering, communication, and stakeholder management skills across business and technology functions.

• 5+ years in analytics, BI, reporting, or data science roles, with experience leading requirements gathering and solution development projects.
• Bachelor’s or Master’s degree in Analytics, Statistics, Computer Science, Business, or related field; advanced degree preferred.

The Base Salary range for this position is between $114,000-$139,000. This information reflects a base salary range that Asset Mark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

As an Equal Opportunity Employer, Asset Mark is committed to building a diverse and inclusive workplace where everyone feels valued.

• Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives.
• Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
• Leading with Heart, obsessing over Client Success, unyielding Integrity, collective Respect and operating with Excellence shape our culture.

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule