Wealth Management Operations - Data and Business Intelligence Analyst

Benefits

Additional Information

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: 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, reducing duplication and promoting a single source of truth Support and uphold data governance standards, including: Data definitions and documentation Alignment to approved data sources 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 various audiences, including 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 The qualifications. Bachelor's degree in finance, economics, or 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) 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 This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to cr