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TruStage

via Workday

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Data Analyst, Wealth Management (Remote)

Anywhere
full-time
Posted 8/26/2025
Direct Apply
Key Skills:
Data Analytics
Power BI
Tableau
SQL
Python
R
Business Intelligence
Data Modeling
Reporting
Communication

Compensation

Salary Range

$90K - 135K a year

Responsibilities

Develop and execute analytics and reporting solutions to drive business insights and decision-making, collaborating cross-functionally and supporting key business metrics and projects.

Requirements

5+ years of data analytics experience, proficiency with BI tools (Power BI, Tableau), data mining technologies (SQL, Python, R), strong communication skills, and preferably financial services domain knowledge.

Full Description

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Description Summary In this position, the analyst will have the opportunity to make a significant impact through the discovery, development, and execution of leading-edge analytics that answer important business questions. Additionally, this position will be able to produce exploratory analysis, reporting, and visualizations to serve the dual purpose of driving decision making and delivering fact-based actionable recommendations. The analyst will collaborate with key business partners for the purpose of identifying and delivering robust reporting and analytics capabilities to drive improved business performance. The analyst is viewed as a subject matter expert in the business area's data and is responsible for optimizing core metrics, running and establishing new analytic operations, participating in cross-departmental projects, solving complex business problems, analyzing large datasets and extracting insights. Job Responsibilities: Business Domain Analysis: Utilizes subject matter expert knowledge in specific business domain(s) and industry to: Support, optimize, and develop new analytics processes. Provide data driven insights impacting the specific business domain(s) through coherent reports and visualizations. Help shape the analytic solutions for the specific business domain(s). Help the business achieve its objectives and key results. Support the core metrics and key performance indicators for specific business domain(s), leading and lagging indicators, forecasts, and related historical performance Solve complex business domain problems; takes a new perspective using existing solutions. and approaches changes with flexibility. Act as a resource for colleagues with less experience; participates in and may lead small cross-departmental projects with manageable risks and resource requirements. Data Modeling, Reporting, and Business Intelligence: Subject matter expert in understanding of the relationships in specific business domain(s) data sets and how it changes and trends over time and the key business drivers; uses this understanding to accomplish own work. Collect, manipulate, and analyze complex datasets pertaining to specific business domain(s); utilizes standard formulas, methods, and BI tools common in the industry and relevant to the current data in all phases (collection, analysis, reporting). Helps set direction, updates, and modifies reporting on core metrics and key performance indicators for specific business domain(s). Utilizes BI/Reporting tools to explore data and produce outputs. Solves problems that impact complex situations; analyses possible solutions using technical experience, judgment, and precedents within level of authority. Impacts a range of customer, operational, project or service activities within own team and other related teams; works within broad guidelines, best practices, and policies to meet deadlines. Collaborates with analytics engineering teams to setup data pipelines and deploy analytics solutions Business Data Communications: Explains difficult or sensitive information; works to build consensus and influence. Contributes to change initiatives by suggesting ways to clarify ambiguity. Prepares presentations, reports, or visualizations and presents this information to various cross-departmental teams, while tailoring the presentation and insights to a level appropriate for the audience. Adapts to new situations such as teams, projects, or work processes. Champions relevant data to appropriate users in an organization and monitor the published data sources for usage/relevance/quality feedback. Works as part of a team dedicated to maintaining and enhancing the overall usefulness, integrity, and security of data across the enterprise. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor’s degree in mathematics, economics, computer science, information management, statistics, or related field, or equivalent combination of education and/or related professional work experience 5+ years' data analytics and reporting experience This Analyst role supports the Wealth area of our business. Past work experience in financial services is a plus, especially if you have knowledge of annuity and wealth management products. Business Domain Skills. Examples of this include: Ability to gain in-depth understanding of company products and services, awareness of the competition, and knowledge of factors that differentiate TruStage in the market Strong understanding of applicable business concepts, metrics, processes, and systems for business domain(s) Ability to independently manage multiple priorities in a time sensitive, production environment Awareness of leading practices and how own area integrates with others Data Skills. Examples of this include: Skilled in data mining technologies such as: Alteryx, R, Python, SQL, SAS Ability to interpret data models in conjunction with exploratory analysis of a database Data Knowledge. Examples of this include: In-depth knowledge of key data within a specific data domain and or business unit, SME knowledge on one or more source systems Ability to start connecting multiple lines of business and or data domains across the enterprise Ability to tutor individuals within the department on specific data domains / businesses Data Modeling. Examples of this include: Knowledge of the logical and physical data model currently leveraged by a specific business unit and data storage tools such as Snowflake and SQL Server. Ability to translate complex business requirements into model relationships Reporting & BI. Examples of this include: Skilled in BI applications such as PowerBI and Tableau Ability to construct dynamic reports / scorecards vs static reports Ability to represent relevant data within comprehensive visuals Ability to incorporate aesthetic principles into report / scorecard development Communications. Examples of this include: Ability to communicate analytics in layperson’s terms Capable of leading development of presentation logic Strong presentation skills Ability to communicate (verbally and in writing) with internal and external teams regarding tasks and assignments Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. #LI-Remote If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $89,700.00 - $134,500.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department. We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.

This job posting was last updated on 9/2/2025

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