Senior Data Analyst

Job Description:

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.

Key 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.

Knowledge, Skills & Abilities:

• 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.  

Education & Experience:

• 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.

Compensation: The Base Salary range for this position is between $105,000-$125,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

   

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.