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Wealth Management Operations - Data and Business Intelligence Analyst - Plante & Moran Financial Advisors, LLC

Systems Engineer

We're looking for a Systems Engineer focused on streamlining processes and driving operational efficiency. This mid level role requires 3+ years of relevant experience.

About the role

Wealth Management Operations - Data and Business Intelligence Analyst at Plante & Moran Financial Advisors, LLC.

Key technologies: Process Improvement, Project Management, Operations Management.

Key Responsibilities

Design and implement technical solutions to meet business requirements
Collaborate with cross-functional teams throughout the software development lifecycle
Contribute to code quality through reviews, testing and documentation
Identify and resolve technical issues and performance bottlenecks

Requirements

3+ years of relevant experience in systems engineer
Strong analytical and problem-solving skills
Excellent communication and teamwork skills

Skills

process improvementproject managementoperations management

CompanyPlante & Moran Financial Advisors, LLC

DepartmentOperations

LocationGrand Rapids, Michigan, United States

Experience3+ years

Tenurefull-time

LevelMid-Level

Posted July 24, 2026