Data Analysis Manager

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80000 households from our over 140 offices - and growing - nationwide.

Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .

We are seeking a Data Analysis Manager that will play a key role in turning complex data into meaningful insights that inform strategic business decisions. This role will lead an analyst and collaborate closely with crossfunctional leaders to ensure data accuracy consistency and relevance across the organization. The ideal candidate will bring strong analytical expertise and a passion for enabling datadriven decisionmaking.

This role offers flexibility for Minnesotabased candidates to work in a hybrid arrangement at our Plymouth MN headquarters while highly qualified applicants outside Minnesota may be considered for a fully remote schedule.

In the spirit of pay transparency we are excited to share the base salary range for this position is $10000.00 to $120000.00 exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.

Job Functions

Analytics Strategy & Leadership

• Define analytics strategy aligned with business objectives

• Lead mentor and develop data analysts and peers

• Manage analytics projects timelines and priorities

Data Governance Integrity & Standards

• Partner across the organization to develop data integrity and design standards

• Help spearhead data integrity and validation efforts across the organization

• Build analytical datasets from raw datasets

Business Partnership & Decision Support

• Partner with stakeholders across departments to support data-driven decisions

• Translate business questions into analytical frameworks and data requirements

• Communicate findings clearly to technical and non-technical audiences

Reporting KPIs & Insights Delivery

• Design and deliver KPIs dashboards reports and executive-level insights

• Provide clear actionable insights to support leadership decision-making

Advanced Analysis & Modeling

• Conduct custom analysis using financial and statistical techniques

• Apply analytical rigor to solve complex business problems

Education/Skill Requirements

• Bachelors degree in Data Analytics Statistics Mathematics Computer Science Economics or related field

• 5 years of experience in data analysis or business intelligence

• 2 years of experience leading or managing analysts

• Strong proficiency in SQL and data visualization tools (e.g. Power BI))

• Experience with statistical analysis and data modeling

• Ability to translate data into business insights

• Comfortable in entrepreneurial fast paced environments building analytics and data from scratch

Preferred Qualifications

• Masters degree in a quantitative or business discipline preferred but not required

• Expert with SQL Python or R

• Familiarity with cloud data platforms (e.g. Snowflake BigQuery Redshift)

• Background in financial services or regulated industries

• Strong project management and stakeholder engagement skills

• Experienced with Salesforce and Power BI platforms

#LI-HYBRID

#LI-REMOTE

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical dependent and transit expenses

• Life and AD&D insurance employer paid and voluntary options

• Short-term and long-term disability workers compensation employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits including pet insurance

• 18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition licensing and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.