Senior Data Analyst

AssetMark Financial Holdings•Phoenix, AZ

1d•$114,000 - $139,000•Hybrid

About The Position

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, operations experts working to help our clients stay at the pioneering front of wealth management. The Job/What You'll Do: The Senior Data Analyst leads requirements gathering and translates business needs into actionable analytics solutions. This role is responsible for best practice documentation, evaluating and adopting new BI technologies and techniques, and designing complex solutions including interactive dashboards and self-service analytics. The Senior Data Analyst manages solution development projects, coordinates stakeholder requirements, and ensures timely delivery of solutions that meet functional requirements and drive business impact. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Requirements

Proven track record in designing, launching, and maintaining advanced analytical solutions and BI platforms.
Advanced proficiency in analytics/BI platforms (e.g., Tableau, Power BI, SQL) and self-service analytics frameworks.
Strong partnering, communication, and stakeholder management skills across business and technology functions.
5+ years in analytics, BI, reporting, or data science roles, with experience leading requirements gathering and solution development projects.
Bachelor’s or Master’s degree in Analytics, Statistics, Computer Science, Business, or related field; advanced degree preferred.

Responsibilities

Lead requirements gathering translating business needs into technical specifications.
Design and develop complex analytical solutions, including interactive dashboards and scalable self-service analytics.
Optimize performance and implement best practices for scalable BI solution architecture.
Provide technical mentorship to junior BI professionals.
Establish coding standards, unified dashboard UI/UX, and development best practices.
Drive user adoption of analytic products through training and ongoing support.
Manage solution development projects by coordinating and collaborating with stakeholders to document requirements.
Collaborate with data engineers and architects to build impactful datasets used in analytical solutions.
Measure business impact, ROI, and inform on future development priorities.