Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary: The Data Analyst supports the maintenance and accuracy of data within Wealthspire systems. This entry-level role is designed for someone early in their analytics career who is eager to learn modern data practices, develop technical skills, and contribute to data quality, reporting, and operational efficiency. The Data Analyst will work closely with a collaborative Information Technology team and business partners while receiving guidance and mentorship.
Key Responsibilities: - Build and maintain basic reports and dashboards in Power BI under the guidance of senior team members.
- Help prepare and organize datasets for reporting, analytics, and emerging AI use cases.
- Collaborate with senior analysts, data engineers, and AI teams to understand data requirements and assist in assembling datasets for analysis and testing.
- Work with cross-functional teams to gather requirements and validate data outputs.
- Perform basic data analysis to identify trends, inconsistencies, or data quality issues.
- Document data definitions, processes, and updates to support transparency and repeatability.
- Provide support on IT and data-related projects as assigned.
- Support proper data classification and help maintain integrations with downstream systems and internal data repositories.
- Participate in occasional business travel, up to approximately 5%, for training, meetings, or company events as required.
Qualifications: - Basic familiarity with the Microsoft O365 environment.
- Introductory knowledge of the Microsoft Power Platform or strong interest in learning data integration and automation tools.
- Exposure to data analytics concepts and an interest in AI, machine learning, or advanced analytics.
- 0-2 years of relevant experience (internships, co-ops, or academic projects acceptable); experience in financial services is a plus but not required.
- Bachelor's degree (or in progress) in Computer Science, Finance, Information Systems, Data Analytics, Statistics, Mathematics, or a related field.
- Ability to lift and move equipment weighing up to 25 pounds as needed; reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
- Strong communication skills and willingness to collaborate with both technical and non-technical partners.
- Eagerness to learn, take feedback, and grow technical and analytical skills.
- Detail-oriented with good organizational and time-management skills.
- Ability to work effectively in a team-oriented, inclusive environment.
What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $116,000 - $137,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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