The role involves coding in SQL and Python, data modeling with dbt, analysis for insights, and data visualization using tools like Looker.
Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
We are looking to hire an excellent Senior Data Scientist or Senior Analytics Engineer to join our Analytics team. Typical work for the Analytics team includes insights and analysis work, managing and modeling data in our data warehouse, reporting, and data visualization.
Note: This is not a machine learning or predictive modeling role.
Responsibilities:
- Coding: Write code in SQL and Python, including for ad hoc analyses, basic ELT pipelines, and more
- Data modeling: Use dbt to model data in our warehouse; turn raw data into usable data
- Analysis and insights: Prepare and analyze data in order to provide clear and actionable insights to the business
- Communication: Effectively communicate your work with team leads and cross-functional stakeholders on a regular basis
- Data visualization: Use software (e.g., Looker, Python) to create diagrams, graphs, charts, and dashboards to represent trends and predictions
Bonus Points:
- Experimentation: Design and analyze A/B experiments to evaluate the impact of changes and optimize our risk actions
Qualifications:
- A bachelor’s degree in statistics, data science, or similar STEM field with 5+ years of experience in a relevant role OR
- A graduate degree in statistics, data science, or similar STEM field with 3+ years of experience in a relevant role
- Advanced proficiency with SQL and data visualization tools (e.g. Tableau, Looker, etc)
- Experience with scripting and data analysis using Python
- Experience with using dbt for data modeling
Why you'll love working for wealth.com
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
Dbt
Looker
Python
SQL
Tableau
Similar Jobs
Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
The Sales Operations Manager will enhance sales performance through data analysis, manage projects to streamline workflows, and collaborate across teams to support revenue growth in the Public Sector.
Top Skills:
SalesforceSpreadsheet Software
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Execute account plans for application security solutions, lead sales teams, develop customer networks, and collaborate with internal teams to enhance sales strategies and customer success.
Top Skills:
Application SecurityCloud Native Environments
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
As a Data Analytics Consultant II, you'll analyze large datasets to provide insights that improve client site performance and user experience, manage client relationships, and utilize various tools for data analysis.
Top Skills:
AdobeAdvanced ExcelGoogle AnalyticsRSpssTableau
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
