Software Developer | Power BI and Power Automate

SWMG • Fort Worth, TX

4d

About The Position

Strittmatter Wealth Management Group, LLC (SWMG), a boutique Registered Investment Advisor in Fort Worth, Texas, is seeking a Software Developer focused on Power BI and Power Automate. The role develops and optimizes business applications, automates workflows, and creates reporting solutions to improve advisor productivity and operational efficiency. Work includes customizing Dynamics 365, building Power Automate workflows and Power BI dashboards, and integrating financial and business systems. The developer collaborates with advisors, operations, and leadership to identify technology needs and deliver scalable solutions while maintaining data accuracy, security, and compliance.

Requirements

• Bachelor's degree in Computer Science, Information Systems, Software Engineering, or a related field.
• At least 3 years of software development or business systems experience.
• Experience with Microsoft Dynamics 365, Power BI, and Power Automate.
• Knowledge of SQL Server, REST APIs, and Microsoft Azure.
• Strong analytical, problem-solving, and communication skills.

Nice To Haves

• Experience in wealth management, financial services, or fintech.
• Knowledge of C#, .NET, JavaScript, and the Microsoft Power Platform.
• Familiarity with Redtail CRM, Wealthbox, Orion, Tamarac, Black Diamond, eMoney, or RightCapital.
• Knowledge of SEC and FINRA regulatory environments.
• Experience with AI-enabled workflows and automation tools.

Responsibilities

• Customize and maintain Dynamics 365 applications for CRM processes, advisor workflows, and client relationship management.
• Develop Power Automate workflows to streamline processes, reduce manual tasks, and improve operational efficiency.
• Build and maintain Power BI dashboards and reports for KPI tracking, business intelligence, and data-driven decision-making.
• Integrate Dynamics 365 with CRM, financial planning, portfolio management, document management, and other platforms using APIs and Microsoft Azure.
• Develop and maintain databases, data flows, and supporting applications to improve data accessibility and system performance.
• Troubleshoot application, automation, integration, and reporting issues while ensuring data accuracy, security, and compliance.
• Collaborate with advisors, operations, and leadership to identify technology needs and implement scalable solutions.

Benefits

• Competitive compensation and benefits.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Disability insurance.
• Life insurance.
• 401(k) with company match.
• Paid time off.
• Collaborative, professional, and growth-oriented work environment.
• Opportunity to develop technology solutions that directly improve business performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level