Who We Are:

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary:

We’re looking for a technically focused BI Analyst to join our reporting team and support the development of data intelligence and analytics across the organization. This role is ideal for someone with a strong foundation in SQL and Power BI who’s looking to deepen their experience and grow their business understanding over time.

You’ll be reporting to the VP, Senior Business Intelligence Analyst and gaining regular exposure to executives. As part of a financial advisory company, you’ll see your work make a real impact on how the business tracks performance, drives growth, and supports clients.

What You Will Do:

Design, build, and maintain dashboards and reports in Power BI
Write efficient, well-structured SQL queries to extract and manipulate data
Support business users by helping them interpret data and navigate reports
Use Excel (pivot tables, functions) as needed
Collaborate with stakeholders to understand and translate reporting needs into data solutions
Help maintain consistency and accuracy across data sources and reporting tools

What We’re Looking For:

Solid experience with SQL (e.g., joins, aggregations, CTEs)
Hands-on experience with Power BI dashboard development
Experience with Salesforce Reporting and Objects
Working knowledge of Excel (pivot tables, lookups, etc.)
A technical and detail-oriented mindset
Strong communication skills and a willingness to learn the business side

Bonus Points For

Familiarity with other data visualization tools like Tableau is a plus
Exposure to Microsoft cloud systems (e.g. Azure, Fabric)
Basic scripting experience (e.g., Python)
Experience in financial services

Why Join Us:

Work under a data leader who values mentorship and growth
Exposure to senior leadership and high-impact projects
Be part of a mid-sized, agile financial advisory company where your work matters
Opportunity to build your business acumen while using your technical strengths
Supportive, flexible team environment

What We Offer:

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.