VP, Data Platform & Analytics
About The Position
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 VP, Data & Analytics is responsible for leading Wealthspire’s enterprise data strategy, analytics capabilities, and data governance framework. This role drives the transformation of firm data into actionable insights that enhance client outcomes, optimize operational efficiency, and support informed strategic decision-making.
Requirements
- 15+ years of leadership experience in data architecture, analytics, or data engineering
- Hands-on experience with modern data platforms and cloud environments
- Strong understanding of financial services data models and industry practices
- Bachelor’s degree in Computer Science, Engineering, or equivalent practical experience
Responsibilities
- Enterprise Data Strategy Define and execute the firm’s enterprise data architecture and analytics roadmap to support business objectives.
- Establish scalable data platforms and implement data governance standards to ensure consistency and reliability.
- Analytics & Insights Develop and enhance analytics capabilities to support advisors, operations, and executive leadership.
- Deliver comprehensive reporting, dashboards, and predictive insights to inform business decisions.
- Data Governance Establish and maintain policies and procedures for data quality, lineage, and stewardship.
- Collaborate with Compliance and Security teams to ensure the protection of sensitive and regulated data.
- Data Platform Leadership Oversee the management of data pipelines, integration platforms, and cloud-based data infrastructure.
- Ensure data systems are reliable, scalable, and aligned with the firm’s strategic objectives.
Benefits
- Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
