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Wealth Enhancement
is hiring
Data Analyst
About Our Company
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
Job Description & Responsibilities
Our Corporate HQ office in Plymouth, MN has an excellent opportunity for a Data Analyst. This position is a part of the Analytics Team within the Finance department at Wealth Enhancement Group (“WEG”). In this role, you will work to strategically develop a new AWS data warehouse while serving to develop analytics as a capability across the organization. The ideal candidate will possess a curiosity to learn and drive improvements, top notch analytical skills, and ability to drive projects to completion.
Primary Job Functions
Provide analytical support to corporate AWS data warehouse project.
- Work directly with IT, finance, marketing, operations, compliance, and advisor services teams to collect business requirements and definitions for data warehouse project.
- Translate user requirements into system rules for the management and development of data.
- Comfortable with data cleaning and preparation as well as data exploration and analysis using SQL or Python.
- Ability to research data and transform findings into hierarchy rules, processes, and procedures to store and analyze data.
- Create analytical datasets that can be shared across the organization to enable decision- making.
Analyze data to support WEG’s organic growth.
- Develop insights and analytics to drive WEG’s organic growth. Deliver reporting, analyses, and modeling to our partners to provide additional insights on organizational strategic direction.
Project Management/Product Owner experience
- Provide project management for AWS data warehouse development project (e.g., requirements documentation, process mapping, development of detail project plan)
- Serve as the voice of data from the perspective of the business.
- Think like a data product owner, incorporating a future vision while building for the now.
Requirements
Education/Qualifications
- Bachelor’s or Master’s degree in statistics, computer science, or data science
- 3+ years of related data analytics experience
- Exhibit strong problem-solving capabilities
- SQL or Python skills required
- Experience with AWS preferred with an aptitude to learn new software
- Must be able to understand and leverage data and analytics to improve decision making and results
- Strong verbal and written communication skills
What we offer
The salary target for this role is $65,000.00 - $75,000.00 depending on experience. This role is also eligible for an annual bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
