Senior Data Analyst
Job Description:
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.
The Job/What You'll Do:
The Senior Data Analyst leads requirements gathering and translates business needs into scalable analytics and data solutions. This role designs complex dashboards and self-service analytics while serving as a bridge between Analytics and Analytics Engineering during AssetMark's transition to Snowflake. The Senior Data Analyst partners with Analytics Engineering to develop and validate canonical models and gold-layer curated datasets, leads migration of existing analytical solutions from legacy data sources, and builds team capability through standards, mentoring, training, and reusable development patterns. The role also identifies and responsibly implements AI-assisted tools and automation to improve development efficiency, documentation, testing, data quality, and support. This role manages delivery and ensures solutions are accurate, adopted, and drive business impact.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
Key Responsibilities
- Lead requirements gathering and translate business needs into technical specifications for analytics solutions and data products.
- Design complex dashboards, semantic models, and scalable self-service analytics that meet user needs and functional requirements.
- Partner with Analytics Engineering to define and develop canonical models and gold-layer curated datasets in Snowflake, including SQL and dbt transformations, tests, documentation, and data quality controls.
- Identify and responsibly implement approved AI-assisted tools and automation to improve efficiency in SQL and dbt development, documentation, testing, migration, data quality, and user support while maintaining human review, security, and data governance.
- Lead migration of dashboards, semantic models, and other analytical assets to curated Snowflake views through source mapping, reconciliation, validation, and controlled retirement of legacy dependencies.
- Evaluate new BI and analytics engineering capabilities, optimize performance, and establish best practices for scalable architecture, data modeling, query design, testing, documentation, and dashboard UI/UX.
- Provide technical mentorship and strengthen the Analytics community of practice through training, code reviews, reusable patterns, and standards for Snowflake, dbt, analytics engineering, and responsible AI-assisted workflows.
- Manage solution development and migration projects by coordinating business stakeholders, analysts, data engineers, and architects to ensure timely delivery.
- Drive adoption and measure data quality, solution usage, and business impact to inform future development priorities.
Knowledge, Skills & Abilities:
- Advanced proficiency in SQL, Snowflake, and dbt, with strong knowledge of data engineering and analytics engineering practices, including ELT, dimensional modeling, testing, lineage, and data quality.
- Proven experience designing, launching, and maintaining advanced analytical solutions and self-service BI products using Power BI or comparable platforms.
- Experience migrating analytical workloads from legacy platforms to curated cloud data models using source-to-target mapping, reconciliation, Git-based version control, and code review practices.
- Demonstrated experience applying AI-assisted analytics or development tools to improve efficiency, quality, or scalability, with sound judgment around output validation, data privacy, security, and responsible use.
- Strong partnering, communication, stakeholder management, and technical mentoring skills across business, Analytics, and Data Engineering teams.
Education & Experience:
- 5+ years in analytics, BI, analytics engineering, or related data roles, with experience leading requirements gathering, solution development, and data migration projects.
- Bachelor's or Master's degree in Analytics, Statistics, Computer Science, Business, or a related field; advanced degree preferred.
Why Join AssetMark?
- Help shape AssetMark's transition from legacy data platforms to Snowflake and trusted, reusable data products.
- Work hands-on at the intersection of analytics and analytics engineering, contributing to canonical models and gold-layer curated datasets.
- Build lasting team capability through mentorship, shared standards, modern development practices, and responsible AI-enabled ways of working.
- Apply AI and automation in practical ways that make analytical products more efficient to develop, document, test, and support.
Compensation: The Base Salary range for this position is between $105,000-$135,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K - 6% Employer Match
Medical, Dental, Vision - HDHP or PPO
HSA - Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.