Senior Data Analyst

AssetMark•Charlotte, NC

1d•Hybrid

About The Position

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. 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 Charlotte, NC 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.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice To Haves

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.