We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients.

We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.

How you will contribute:

Develop and maintain interactive dashboards and reports using Excel, Salesforce, Tableau, and Portfolio Management platforms to support key business functions.

Collaborate with IT and other departments to improve data infrastructure and governance.

Design and maintain data models, ensuring accuracy, consistency, and integrity across systems.

Run structured intake with business units (Advisory, Client Service, Operations, Compliance, Finance) to capture requirements, prioritize backlog, and deliver analytics that answer specific business questions.

Examine financial, client, and operational data to highlight trends, risks, and growth opportunities.

Automate recurring reporting processes to increase efficiency and reduce manual efforts.

Present findings and recommendations to senior management in a clear, data-compelled manner.

Support firmwide initiatives around data strategy and business planning.

Adept at applying and integrating AI solutions within business applications to improve reporting efficiency, strengthen analytics capabilities, and support data-propelled growth initiatives.

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge:

Technical proficiency in Power BI, Tableau, Excel SQL, and database analytics
Familiarity with data modeling, ETL processes, and API integrations

Skills:

Must be analytical and have strong problem solving and troubleshooting skills

Abilities:

Hands-on technical leader with ability to manage multiple concurrent projects
Ability to understand financial and operational metrics
Ability to work collaboratively in teams

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

Bachelor’s or master’s degree, preferably in a technology field
5+ years of analytics and business intelligence experience