Business Intelligence Analyst

Onsite$85,000 - $105,000/yrPosted yesterdayLinkedIn

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About this role

Position Summary

This role is for a high-performing Business Intelligence professional who already knows wealth management and knows data—and wants to operate where the two truly meet.

The Business Intelligence Analyst plays a critical role in transforming complex wealth management data into trusted, actionable insights used by leaders and teams across the firm. This is not a “dashboard-only” BI role. You’ll sit close to the business, influence how data is structured upstream, and help shape how decisions are made across Advisory, Finance, Marketing, Sales, and beyond.

If you’re someone who never wants to be bored, thrives in a highly collaborative environment, and wants your work to directly impact the firm’s operating model—this role was built for you.

The Business Intelligence Analyst can expect to focus in the following areas:

Designing, developing, and supporting Power BI dashboards, reports, and datasets used by Executive Leadership and cross‑functional teams
Analyzing wealth management and financial services data to surface insights that support strategic, financial, and operational decisions
Partnering closely with internal stakeholders, technology teams, and offshore analytics partners to deliver accurate, scalable analytics solutions
Managing analytics work as projects—gathering requirements, defining scope, coordinating timelines, and ensuring outcomes meet business needs
Conducting ad‑hoc analysis and clearly communicating findings to both technical and non‑technical audiences
Validating data accuracy by auditing warehouse outputs against source systems
Identifying opportunities to improve efficiency through automation, AI‑assisted analytics, and modern BI tooling
Supporting data governance, documentation, and reporting standards as the BI function continues to mature

A couple things to note about this position:

Wealth management experience and BI/data analytics experience are both required—this intersection is critical to success in the role.
Position Location: Rockford, IL; Madison, WI; or Chicago, IL (preference for proximity to Rockford/Madison).
Workdays are rarely the same; the role offers broad exposure, continuous learning, and evolving challenges.
You’ll work in a highly collaborative, “writer’s room” style environment—problems are brought to the table and solved together.
The role may be scoped more senior for the right candidate, based on experience and impact