Systems & Data Analyst

Verde Capital Management, Inc. • Clarkston, MI

3h • $70,000 - $90,000 • Onsite

About The Position

Verde Capital Management (VCM), a Registered Investment Advisor, is hiring a Systems & Data Analyst to work on-site at its Clarkston, Michigan headquarters. The analyst will partner with the technology lead to strengthen and scale advisor-facing systems, optimize internal workflows, maintain data integrity, and support a growing team of financial advisors serving clients nationwide.

This dual-focus role combines systems support and administration with reporting and data work. The analyst will learn existing processes alongside the current technology lead, help document and co-own core data systems, and contribute to operational continuity so advisors receive reliable technology support and seamless data systems. The position involves troubleshooting staff issues, managing user access and devices, maintaining reports and data workflows, coordinating with third parties, and supporting cybersecurity, compliance, backup, and disaster-recovery practices.

VCM seeks a curious, detail-oriented problem solver who communicates well, handles confidential information carefully, and is motivated to learn unfamiliar systems. A cover letter and resume are required for consideration.

Requirements

• Strong troubleshooting skills and a methodical approach to isolating problems.
• Comfort working with spreadsheets and tabular data, with an instinct for identifying records that appear incorrect.
• Clear written and verbal communication, especially with non-technical colleagues.
• Careful, detail-oriented work habits and sound judgment when handling confidential client information.
• Willingness to learn unfamiliar systems.
• A cover letter and resume are strictly required for consideration.

Nice To Haves

• 2–4+ years of hands-on experience in IT systems, data pipelines, or business intelligence; an equivalent combination of education, relevant certifications, and professional experience will be considered.
• Experience with Black Diamond, Salesforce, or similar portfolio management and CRM platforms.
• Experience scripting or coding, such as Python or SQL, or using AI tools for data work.
• Experience in wealth management or another regulated environment.
• Experience with endpoint management, user provisioning, or vendor coordination.
• Passion for emerging technologies and AI applications in financial services, with a track record or personal drive for continuously learning and integrating modern technology tools into daily workflows.

Responsibilities

• Run and maintain recurring and ad hoc reports in Black Diamond and Salesforce.
• Clean up, reconcile, bulk update, and quality-check data in systems.
• Run and maintain custom automations that process, transform, or move data, and help improve or extend them.
• Monitor and enforce cybersecurity best practices, including multi-factor authentication, endpoint security, phishing awareness, and password management.
• Assist with compliance audits, data backup checks, and disaster recovery testing.
• Troubleshoot everyday IT problems for staff involving printers, laptops, accounts, software, and connectivity.
• Manage user administration, including onboarding, offboarding, permissions, and role changes across firm software.
• Provision, configure, and maintain laptops; manage software license allocations and asset inventories.
• Coordinate with IT providers, software vendors, and support desks, and track issues through resolution.
• Document core system processes to support operational continuity across the firm.

Benefits

• Competitive base compensation of $70,000–$90,000, based on experience, with eligibility for department performance bonuses.
• Breakfast and lunch provided daily by the Corporate Chef; optional dinner available for purchase.
• 24/7 on-site fitness center with daily group workouts led by a personal trainer.
• Bonus opportunities through an Employee Stock Bonus program and an Employee Stock Purchase Plan.
• Generous 401(k) matching.
• Flexible Time Off (FTO).
• 50% off financial coaching and discounted planning services provided by the VCM team.
• Community-based medical cost-sharing membership through Sedera, offered as an alternative to traditional health insurance.
• Employer Assistance Plan providing $1,200 per year ($100 per month) for medical expenses, which may also be saved to an HSA.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed