Wealth Management Data Analyst

ABOUT US:

Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

SUMMARY:

As a Data Analyst you will support Kestra’s Wealth Management team by analyzing business metrics, generating insights, and creating reports to drive strategic decision-making. Reporting to the Director of Wealth Management Analytics, this role involves working with various data sources and tools to deliver actionable insights that enhance client services and optimize business processes. The ideal candidate is detail-oriented, analytical, and proficient in data analysis tools and technologies.

RESPONSIBILITIES:

• Collect, clean, shape, and analyze custodian and investment product data for reporting packages
• Develop & maintain dashboards in Tableau to visualize key performance metrics for stakeholders
• Write & optimize SQL / NoSQL queries to extract data from relational and non-relational databases
• Utilize Excel for data manipulation, statistical analysis, and creating pivot tables to support reporting
• Collaborate with broader Data & Analytics organization to support data ETL pipelines
• Assist in the preparation of presentations & reports to communicate insights to senior leadership
• Ensure data accuracy & integrity by performing validation and quality-control checks
• Support ad-hoc data requests and contribute to cross-functional projects as needed
  
  

SKILLS:

• Proficiency in Tableau for creating interactive dashboards & data visualizations
• Strong Excel skills including Pivot Tables, XLOOKUP and advanced formulas
• Working knowledge of SQL (for relational databases) and NoSQL (for handling unstructured data)
• Familiarity with Databricks, Snowflake, or other cloud-based platforms for data prep & analytics
• Basic understanding of database technologies and data warehousing concepts
• Ability to interpret complex data and draw meaningful conclusions
• Analytical mindset with strong attention to detail and commitment to data accuracy
• Effective communication skills to present findings to both technical and non-technical audiences
• Ability to work collaboratively and manage multiple tasks under tight deadlines
  
  

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business, Finance, Data Science, Statistics, or related field
• 0-2 years of experience in data analysis, business intelligence, or a related role (internships and/or academic projects acceptable)
• Hands-on experience with Tableau, Excel, SQL, and/or NoSQL (coursework, internships, or personal projects acceptable)
• Exposure to Databricks, Snowflake, and/or other database technologies is a plus
• Relevant certifications (e.g., Tableau Desktop Specialist, Microsoft Excel, or SQL) are a plus
  
  

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.