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Data Analyst Wealth Management Jobs (NOW HIRING)

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site +1

Envestnet, Yodlee, Yodlee Data APIs, FastLink * SME, Business Analyst, Wealth Platform SME * Account Aggregation, Transactions, Investments, Holdings * Wealth Management, Banking, FinTech, WealthTech

Prophecy Technologies

Data Analyst

San Antonio, TX · On-site

Job Summary The Data Analyst will support banking and financial services initiatives by providing ... Wealth management * Capital markets * Fixed income and equities * Risk management * Foreign ...

Nomura

Data Analyst (US Wealth)

Philadelphia, PA · On-site

Responsibilities : • The US Wealth data analyst will support the Sales Enablement team in ... Required : • Bachelor's Degree in Business Analytics, Business Management, Finance, or other ...

New

Cynet Systems

Data Analyst

Manhattan, NY

$55 - $60/hr

Data Analyst Job Location: New York City, NY Job Type: Contract Job Overview: Pay Range: $55/hr ... Wealth Management domain knowledge. * Strong understanding of Securities, Equities, and Fixed ...

New

Purple Drive Technologies

Data Analyst

New York, NY · On-site

Data Analyst Location: New York, NY Skills Required * At least 3 years of experience in Money ... with Wealth Management financial Services * 8 years of overall experience and 3 of Architect

Stifel

Data Analyst

Memphis, TN · On-site

The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests ... Knowledge of financial services, specifically wealth management. * Solid understanding of basic ...

TalentClout

Systems & Operations Analyst

Aventura, FL

$60K - $85K/yr

Systems & Operations Analyst - Wealth Management Junior to Mid-Level | Wealth Management / Multi-Family Office Role Summary We're looking for a high-potential junior to mid-level professional with a ...

Incedo

Data Analyst

Austin, TX · On-site

... in telecom, Banking, Wealth Management, product engineering and life science & healthcare ... As a Technical Lead - Data Analysis at Incedo, you will be responsible for analyzing and ...

Incedo

Data Analyst

Austin, TX · On-site

... in telecom, Banking, Wealth Management, product engineering and life science & healthcare ... As a Technical Lead - Data Analysis at Incedo, you will be responsible for analyzing and ...

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All JobsData Analyst Wealth Management Jobs

Data Analyst Wealth Management information

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$34K

$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.
Wealth Strategies and Solutions Data Analyst

Wealth Strategies and Solutions Data Analyst

Royal Bank of Canada

Minneapolis, MN • On-site

$70K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Job Description
What is the opportunity?
The Wealth Strategies and Solutions Data Analyst assists in the development, support, and growth of RBC Wealth Management's wealth strategies and product platforms. This person will assist in the execution of key business initiatives including project management, data analytics and policy/procedure documentation designed to support and promote the adoption of wealth planning and solutions thru data.
What will you do?
  • Assist in gathering, validating and reporting key department metrics to stakeholders
  • Act as subject matter expert within projects that involve Wealth Strategies and Solutions data
  • Advisor, client and product segmentation analysis
  • Support the adoption of RBC-approved AI applications to drive improved business processes
  • Support analysis of opportunities across various client segments, with a particular focus on the UHNW marketplace
  • Creation of solution question sets for Knowledge Pro tool used by the field and home office groups
  • Support enabling data to drive product sales and assets acquisition
  • Creation of Partnership database to capture specified information such as sponsorships, relationship management meeting dates, subscription to Insights Carrier Portal, approved products, etc.
  • Documentation of desk procedures with opportunity to make recommendations for improvement.
  • Assist with routine and ad-hoc administrative activities, including, but not limited to, information collection and business reporting.

What do you need to succeed?
Must-have
  • Undergraduate degree (BA / BS) preferred with concentration in business, economics, finance, or marketing.
  • Basic knowledge of financial markets and investment industry.
  • Ability to work with and analyze large data sets using at least one data manipulation language (e.g., R, Python, SQL, SAS and ETC)
  • Hands on experience with Tableau, Power BI, Snowflake, Alteryx or similar tools.
  • Exposure wealth management solutions and products including product features, benefits, industry knowledge and regulations.
  • Strong understanding and utilization of AI models
  • Demonstrated strong relationship management skills with management, internal and external partners.
  • Ability to apply critical thinking to carry out a variety of instructions, solve problems and draw valid conclusions.
  • Excellent organizational skills with ability to prioritize workload in a time-sensitive environment.
  • Experience with Salesforce Financial Services Cloud reporting
  • Advanced computer skills and proficiency in use data analytical tools.
  • Experience developing management presentations
  • SIE (Securities Industry Essentials Exam) or ability to obtain within 12 months
  • SEI licensed or ability to obtain within 12 months.
  • Ability to thrive within a fast-paced team environment.
  • Ability to work independently.
  • Ability to effectively manage and prioritize multiple tasks.
  • Willingness to learn about new products and processes in a short timeframe.
  • Organizational awareness across multiple distribution channels.
  • Strong analytical / problem solving / organizational skills.
  • Strong written and oral communication skills.
  • Strong customer service orientation
  • Adaptable to changing market and business conditions

Nice-to-have
  • 5+ years financial markets experience
  • Understanding of comprehensive financial planning tools
  • Series 7 licensed

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills
Commercial Acumen, Critical Thinking, Financial Planning and Analysis (FP&A), Group Problem Solving, Interpersonal Relationship Management, Product Services
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-10
Application Deadline:
2026-07-31
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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