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 www.wealthspire.com. 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 Mi