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Data Analyst Wealth Management Jobs (NOW HIRING)

Qode

Data Analyst - Wealth Management

Austin, TX · On-site

Role Overview We are seeking a highly skilled Data Analyst - Wealth Management to join our growing team in Austin, TX. This is a discovery- and analysis-driven role for a curious, detail-oriented ...

Qode

Data Analyst - Wealth Management

Austin, TX · On-site

Role Overview We are seeking a highly skilled Data Analyst - Wealth Management to join our growing team in Austin, TX. This is a discovery- and analysis-driven role for a curious, detail-oriented ...

Qode

Senior Data Analyst - Wealth Management

Austin, TX · On-site

$85K - $107K/yr

Senior Data Analyst - Wealth Management Locations: Austin, TX Type: Full-Time Company Overview Incedo is a US-based consulting, data science and technology services firm with over 4000 people helping ...

Varite

USA_Client Partner

Manhattan, NY

$67.85 - $69.85/hr

REQUIREMENT_ID-10773135 Role Name - Business Analyst Business Analyst - Wealth Management Role ... 3. Data Analysis & Reporting Analyze financial data related to: Client portfolios Performance ...

Envestnet

Data Analyst II

Berwyn, PA · Hybrid

Description Envestnet is seeking a Data Analyst II to join our Product department. This is a hybrid ... Since 1999, Envestnet has served the wealth management industry and today supports trillions in ...

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Data Analyst Wealth Management information

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$82.6K

$136K

How much do data analyst wealth management jobs pay per year?

As of Jun 12, 2026, the average yearly pay for data analyst wealth management in the United States is $82,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $97,000.00 per year, depending on experience, location, and employer.

What field is the highest paid data analyst?

Data analysts working in the finance and investment management sectors, including wealth management, tend to have higher salaries due to the complexity and sensitivity of financial data. Specializing in areas like risk analysis, quantitative modeling, or using advanced tools such as SQL, Python, or R can also increase earning potential.

How does a Data Analyst in Wealth Management typically collaborate with financial advisors and portfolio managers?

As a Data Analyst in Wealth Management, you’ll frequently work alongside financial advisors and portfolio managers to provide actionable insights from client and market data. Your role involves translating complex datasets into easy-to-understand reports and dashboards, enabling advisors to make informed investment decisions and offer tailored client recommendations. Effective communication and a strong understanding of investment products are key, as you’ll often participate in strategy meetings and support the team with timely, data-driven analysis. Collaboration is essential, as your insights directly impact portfolio performance and client satisfaction.

What does an analyst do in wealth management?

A data analyst in wealth management analyzes financial data to support investment decisions, client portfolios, and risk assessments. They use tools like Excel, SQL, or specialized financial software to interpret data, prepare reports, and provide insights to advisors and clients. Strong analytical skills and understanding of financial markets are essential for this role.

Can a data analyst be a financial analyst?

A data analyst can transition into a financial analyst role, as both positions require strong analytical skills, proficiency with data tools, and understanding of financial concepts. However, financial analysts often need knowledge of accounting, finance, and investment principles, which may require additional training or certifications like CFA. The roles are related, but specific industry knowledge is important for success in financial analysis.

What are the key skills and qualifications needed to thrive as a Data Analyst in Wealth Management, and why are they important?

To thrive as a Data Analyst in Wealth Management, you need strong analytical skills, financial acumen, and proficiency in statistics, typically supported by a degree in finance, economics, or a related field. Familiarity with technical tools such as SQL, Python, Excel, and data visualization platforms like Tableau or Power BI, as well as knowledge of financial databases, is essential. Attention to detail, problem-solving abilities, and effective communication are key soft skills that distinguish top performers. These skills and qualities are crucial for deriving actionable insights from complex data, supporting informed investment decisions, and effectively communicating findings to stakeholders.

What does a Data Analyst in Wealth Management do?

A Data Analyst in Wealth Management is responsible for gathering, analyzing, and interpreting financial data to support investment decisions and improve client outcomes. They work with large datasets to identify trends, create reports, and provide actionable insights that help wealth managers optimize portfolios and manage risk. Their work often involves using statistical tools, data visualization, and financial modeling to support the development of investment strategies and client recommendations.

Is 200,000 enough to work with a financial advisor?

For a Data Analyst in wealth management, a $200,000 portfolio is generally sufficient to work with a financial advisor, as many advisors set minimum investment thresholds ranging from $25,000 to $100,000. The advisor can help optimize investments, plan for taxes, and develop a tailored financial strategy based on your goals and risk tolerance.

What is the difference between Data Analyst Wealth Management vs Financial Analyst?

AspectData Analyst Wealth ManagementFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related; certifications like CFA or CFP beneficialBachelor's in Finance, Economics, or related; CFA often preferred
Work EnvironmentFinancial institutions, wealth management firms, client-facingCorporations, investment firms, banks, often in office settings
Industry UsageUsed within wealth management to analyze client data and portfoliosUsed across finance sectors to evaluate investments and financial performance

While both roles involve financial data analysis, Data Analyst Wealth Management focuses on client portfolios and wealth strategies, whereas Financial Analysts evaluate broader investment opportunities and company financials. The roles often overlap in skills but differ in focus and application within the finance industry.

Infographic showing various Data Analyst Wealth Management job openings in the United States as of June 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $82,640 per year, or $39.7 per hour.

Data Analyst - Wealth Management

Qode

Austin, TX • On-site

Full-time

Posted 11 days ago

Job description

Role Overview
We are seeking a highly skilled Data Analyst - Wealth Management to join our growing team in Austin, TX. This is a discovery- and analysis-driven role for a curious, detail-oriented professional who thrives on understanding complex financial data, translating business needs into clear data logic, and surfacing insights that drive decisions.
The ideal candidate excels at writing sophisticated SQL queries, analysing and profiling large datasets, defining business logic, and validating data across wealth management systems. You will partner closely with investment teams, operations, technology, and business stakeholders to understand functional requirements and ensure data is accurate, consistent, and fit for purpose.
Hands-on experience with Python and Databricks is a plus, but this role is fundamentally about analytical depth and business understanding rather than pipeline engineering.
Required Skills
  • Expert-level SQL skills including:

o Complex joins
o CTEs
o Window functions
o Subqueries
o Analytical query design
  • Strong experience with:

o Data discovery and profiling
o Data quality analysis
o Root cause investigation
o Functional requirements gathering
  • Hands-on experience validating ETL/Data Pipeline outputs
  • Strong understanding of:

o Wealth Management data
o Portfolio holdings
o AUM
o Performance returns
o Fees and transactions
  • Experience with Python for data analysis (Pandas, NumPy)
  • Familiarity with Databricks, Spark SQL, or cloud-based data platforms
  • Excellent communication and stakeholder management skills
  • Ability to translate business requirements into precise data logic and acceptance criteria

Preferred Qualifications
  • Experience within Wealth Management, Asset Management, or Financial Services
  • Exposure to custodian feeds.

Apply