Wealth Enhancement · 4 hours ago
Data Analysis Manager
Minneapolis, MN
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
5+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of its clients. The Data Analysis Manager will play a key role in transforming complex data into actionable insights to support strategic business decisions and will lead a team of analysts to ensure data accuracy and relevance.
FinanceProperty & Casualty InsuranceFinancial ServicesRisk ManagementWealth Management
Responsibilities
Define analytics strategy aligned with business objectives
Lead, mentor, and develop data analysts and peers
Manage analytics projects, timelines, and priorities
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
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
Design and deliver KPIs, dashboards, reports, and executive-level insights
Provide clear, actionable insights to support leadership decision-making
Conduct custom analysis using financial and statistical techniques
Apply analytical rigor to solve complex business problems
Qualification
Required
Bachelor's 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
Master's 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
Benefits
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)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase