Systems & Data Analyst

Responsibilities

The analyst will partner with the technology lead to maintain and scale advisor-facing systems, ensuring data integrity and operational efficiency. Responsibilities include managing CRM and portfolio management platforms, troubleshooting IT issues, and documenting core system processes.

Requirements

Candidates should possess strong troubleshooting skills, a methodical approach to data management, and clear communication abilities. A background in IT systems, data pipelines, or business intelligence with experience in regulated environments is preferred.

Skills

• Systems analysis
• Data integrity
• Troubleshooting
• Salesforce
• Black Diamond
• Data reconciliation
• Automation
• Cybersecurity
• IT support
• User administration
• Vendor coordination
• Documentation
• SQL
• Python
• AI tools
• Wealth management

Benefits

• Daily breakfast and lunch
• On-site fitness center
• Employee stock bonus program
• Employee stock purchase plan
• 401(k) matching
• Flexible time off
• Financial coaching
• Medical cost sharing membership
• Employer assistance plan

About this role

Systems & Data Analyst
About us
Verde Capital Management (VCM) is a Registered Investment Advisor (RIA) dedicated to delivering exceptional client service and innovative financial solutions. Our mission is to guide and educate our clients, helping them achieve their financial goals. Our team embodies unique values that drive the success of our clients and the company every day.
Are you ready to fuel the growth and mastery of a premier wealth management team?
We’re hiring a Systems & Data Analyst to join us on-site at our Clarkston, Michigan headquarters!
We are looking for an analyst to partner with our technology lead in strengthening and scaling our advisor-facing systems. In this role, you will help optimize internal workflows, maintain peak data integrity, and support a fast-growing team of financial advisors serving clients nationwide.
Are You Ready to Power the Tech Engine Behind Verde Capital Management?
Forget basic ticket-queue support and single point-of-failure operations. Join VCM as a Systems & Data Analyst and become a key driver of the technology infrastructure that powers our growing firm.
In this high-impact, dual-focus role, you won't just be answering "why can't I print?"; you will partner directly with our Tech Lead to master, document, and co-own the core data systems behind our advisory operations. We are seeking a high-energy problem solver who thrives on variety, someone who can seamlessly shift from troubleshooting daily user issues to diving into data workflows and ensuring account balances match across complex platforms.
While you'll start by learning our existing processes alongside our current technology lead, your mission is to eliminate single points of failure, build firm depth, and ensure our advisors always have fast, reliable tech support and seamless data systems.

Key Responsibilities
Reporting and data
Run and maintain recurring and ad hoc reports in systems including Black Diamond (portfolio management and reporting) and Salesforce (CRM)
Manage data in situ: cleanup, reconciliation, bulk updates, and quality checks
Run and maintain custom automations that process, transform, or move data, and help improve or extend them over time
Monitor and enforce cybersecurity best practices (multi-factor authentication, endpoint security, phishing awareness, and password management).
Assist with compliance audits, data backup checks, and disaster recovery testing.
Systems support and administration
Troubleshoot everyday IT problems for staff: printers, laptops, accounts, software, connectivity
Manage user administration (onboarding, offboarding, permissions, role changes) across all firm software.
Provision, configure, and maintain laptops, while managing software license allocations and asset inventories.
Coordinate with third parties (IT providers, software vendors, support desks) and track issues through to resolution.
Document core system processes to ensure operational continuity across the firm.

Cultural Alignment: The Verde Values
We are looking for a teammate who doesn't just "fit" our culture but elevates it. At VCM, we live by these eight principles:
Impact & Passion: Exhibit a bias-to-action to accomplish amazing amounts of work. Inspire others with a thirst for excellence and a natural curiosity for learning.
Innovation & Selflessness: Minimize complexity to find simpler, better approaches. Be ego-less when searching for the best ideas and share information proactively.
Communication & Honesty: Listen well to understand before reacting. Be self-aware. Be known for kind candor, directness, and treating everyone with respect regardless of status.
Dependability & Courage: Take full responsibility for your decisions and navigate challenges with sound judgment. Take smart risks and speak up, even if it’s controversial.

Requirements
Strong troubleshooting skills and a methodical approach to isolating problems
Comfort working with data: spreadsheets, tabular data, and an instinct for spotting records that don't look right
Clear written and verbal communication, especially with non-technical colleagues
Careful, detail-oriented work habits and sound judgment with confidential client information
Willingness to learn systems you haven't seen before
Preferred
2–4+ years of hands-on experience in IT systems, data pipelines, or business intelligence; equivalent combination of education, relevant certifications, and professional experience will be considered.
Experience with Black Diamond, Salesforce, or similar portfolio management and CRM platforms
Experience scripting or coding (Python, SQL, etc.) or using AI tools for data work
Experience in wealth management or another regulated environment
Experience with endpoint management, user provisioning, or vendor coordination
Passionate about emerging technologies and AI applications in financial services, with a track record or personal drive for continuously learning and integrating modern tech tools into daily workflows.

We value curiosity and problem-solving ability over a “perfect” résumé. If you bring a strong foundational skill set and a drive to master the rest, we encourage you to apply.

Investment in You: Compensation & Benefits
At VCM, we believe that to deliver exceptional service, our team must be fueled, fit, and focused.
Competitive Compensation:
$70,000 – $90,000 base (Eligible for Department Performance Bonuses), based on experience.
VCM Culinary Experience: Breakfast and lunch provided daily by our Corporate Chef (free). Optional dinner available for purchase.
Elite Wellness: 24/7 on-site fitness center with daily group workouts led by a Personal Trainer.
Ownership: Bonus opportunities through our Employee Stock Bonus program and an Employee Stock Purchase Plan.
Future-Proofing: Generous 401(k) matching.
Flexible Time Off (FTO): Take the time you need, ensuring the mission continues and work is completed.
Financial Mastery: 50% off financial coaching and discounted planning services provided...

About Verde Capital Management, Inc.

Financial Services · 11-50 employees · headquartered in Clarkston, MI · founded 2008