Wealth Management Operations - Data and Business Intelligence Analyst

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

Count on us.

Our "we-care" culture is more than 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.

Benefits

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

Equal Opportunity

Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Compensation

The compensation range for this role in CO, IL, OH, and MA is: $64,500.00 - $90,500.00

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.