Mission Wealth · 7 hours ago
Manager of Data & Analytics
Lisle, IL, US
Full-time
Onsite
Senior Level
$165K/yr - $215K/yr
5+ years expMission Wealth is a leading wealth management company recognized as a Barron’s Top 100 RIA firm. The Manager of Data & Analytics will help scale the data platform, strengthen analytics foundations, and deliver production-grade data solutions that enhance advisor productivity and business decision-making.
Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management
Responsibilities
Design, build, and operate scalable data pipelines and datasets to support analytics and reporting across the firm
Develop and maintain Python-based ETL workflows, batch processing jobs, and orchestration schedules
Support the implementation and ongoing operation of a modern cloud data warehouse (Snowflake preferred)
Integrate data from core systems including Salesforce (Financial Services Cloud), Tamarac, custodians, and financial planning platforms
Partner on M&A onboarding efforts by supporting repeatable data ingestion, validation, and integration processes
Build and maintain analytics-ready data models using SQL and versioned datasets
Deliver dashboards and reports that provide actionable insights for advisors, operators, and leadership
Support BI tools such as Power BI, Tableau, or similar platforms used across the organization
Ensure analytics outputs are accurate, well-documented, and aligned with business definitions
Maintain high data quality standards through validation checks, monitoring, and issue resolution
Partner with Compliance and Technology teams to support data security, PII handling, and retention practices
Help establish foundational data governance practices, including lineage awareness and documentation
Reduce single points of failure by institutionalizing processes, runbooks, and SOPs
Partner with business and technology stakeholders to identify high-impact advisor and operations workflows that can be automated using data-driven triggers, rules, and orchestration (e.g., client onboarding, service requests, referral follow-ups, and M&A data intake)
Build “AI-ready” datasets (clean, labeled, governed, and versioned) that enable scalable use cases like intelligent routing, next-best-action recommendations, and proactive client/advisor insights
Develop and operationalize automated data-quality monitoring (anomaly detection, reconciliations, completeness checks) with alerting and clear remediation paths to reduce manual oversight and rework
Support experimentation and deployment of practical AI capabilities—such as natural-language search over firm data, automated narrative summaries for dashboards, and guided insights for advisors—while ensuring appropriate controls for PII and compliance
Implement workflow automation patterns that connect core systems (Salesforce, Tamarac, custodians, planning tools) to reduce duplicate entry and shorten cycle times, especially during M&A onboarding and post-close integration
Collaborate with Technology, Operations, Finance, M&A, and Advisor teams to translate business questions into pragmatic data solutions
Act as a hands-on operator in the data environment while contributing to prioritization and roadmap discussions
Support vendor and integration partner conversations related to data tooling and analytics platforms
Contribute to experimentation around automation, AI-enabled analytics, and workflow efficiency where appropriate
Qualification
Required
Bachelor's degree in Computer Science, Data Science, Engineering, or related field
5+ years of experience in data engineering, analytics engineering, or analytics-focused roles
Strong hands-on experience with Python-based ETL, batch processing, and orchestration workflows
Advanced SQL skills and experience building analytics-ready data models
Practical experience with Snowflake or a modern cloud data warehouse and data-lake concepts
Understanding of data governance, PII handling, and compliance considerations
Proven ability to operate as a hands-on individual contributor while supporting team growth and scale
Preferred
Experience integrating data from CRM systems, custodians, or financial services platforms preferred
Familiarity with BI tools such as Power BI, Tableau, or Looker
Benefits
Medical/dental/vision benefits
401(k)/Profit Sharing
Volunteer Time Off (VTO)
Family Medical Leave (FMLA)
Sabbaticals
Wellness benefits
Ongoing educational reimbursements
Company
Mission Wealth
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Great Hill Partners
2025-05-01Private Equity
Leadership Team
Brad Stark
Founder and Chief Compliance Officer
John Wernz
Partner, Strategic Advisor
Recent News
2026-01-16
2025-09-17
Company data provided by crunchbase