Wealth Management Data & BI Analyst - Dashboards & Insights

Plante Moran; Grand Rapids (MI); On-site; USD 64,500 - 90,500; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Paid holidays

Pension plan

Discretionary bonus

Job summary

Plante Moran is seeking a data analytics professional to partner with Wealth Management leadership and technology teams. You will translate business needs into dashboards and data models, supporting decision-making across the firm.

You will design scalable reporting, standardize data products, and uphold governance standards. Strong SQL, Power Platform skills, and effective communication are essential for success.

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 (Power BI, Power Automate, Power Apps).
• Strong proficiency in SQL and experience with relational databases.
• Understanding of data governance, data quality, data lineage, and access controls.
• Familiarity with Wealth Management systems (portfolio management, CRM, or similar platforms).
• Excellent communication skills and ability to present complex data to non-technical audiences.

Responsibilities

• Partner with Wealth Management leadership to translate business needs into data-driven solutions.
• Design, build, and maintain scalable dashboards and data models from approved sources.
• Develop and manage standardized reporting and data products to avoid duplication.
• Support data governance standards including definitions, documentation, and access controls.
• Create data quality/exception reporting and escalate data integrity issues.
• Collaborate with stakeholders to ensure accurate, auditable analytics.
• Manage a reporting/analytics backlog and prioritize deliverables.
• Coordinate with internal teams and vendors on data integration and ETL/ELT processes.
• Present insights to leadership, partners, and operational teams.
• Document data sources, reporting logic, and user guidance materials.
• Assist with Wealth Management data, reporting, and technology projects.

Skills

Analytical thinking

Data storytelling

Communication

Independent work

Education

Bachelor’s degree in finance, economics, or related field

Tools

Power BI

Power Automate

Power Apps

SQL

APIs

ETL/ELT

Job description

Plante Moran is seeking a data analytics professional to partner with Wealth Management leadership and technology teams. You will translate business needs into dashboards and data models, supporting decision-making across the firm.

You will design scalable reporting, standardize data products, and uphold governance standards. Strong SQL, Power Platform skills, and effective communication are essential for success.