We are seeking a skilled Power BI Developer to develop and optimize business applications, automate workflows, and build reporting solutions that improve advisor productivity and operational efficiency within our wealth management firm. This role will focus on Dynamics 365 customization, Power Automate workflows, Power BI dashboards, and integration with financial and business systems.
About Strittmatter
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Key Responsibilities
Customize and maintain Dynamics 365 applications to support CRM processes, advisor workflows, and client relationship management
Develop Power Automate workflows to streamline processes, reduce manual tasks, and improve operational efficiency
Build and maintain Power BI dashboards and reports for KPI tracking, business intelligence, and data-driven decision-making
Integrate Dynamics 365 with CRM, financial planning, portfolio management, document management, and other platforms using APIs and Microsoft Azure
Develop and maintain databases, data flows, and supporting applications to improve data accessibility and system performance
Troubleshoot application, automation, integration, and reporting issues while ensuring data accuracy, security, and compliance
Collaborate with advisors, operations, and leadership to identify technology needs and implement scalable solutions
Required Qualifications
Bachelor's degree in Computer Science, Information Systems, Software Engineering, or a related field
3+ years of software development or business systems experience
Experience with Microsoft Dynamics 365, Power BI, and Power Automate
Knowledge of SQL Server, REST APIs, and Microsoft Azure
Strong analytical, problem-solving, and communication skills
Preferred Qualifications
Experience in wealth management, financial services, or fintech
Knowledge of C#, .NET, JavaScript, and the Microsoft Power Platform
Familiarity with Redtail CRM, Wealthbox, Orion, Tamarac, Black Diamond, eMoney, or RightCapital
Knowledge of SEC and FINRA regulatory environments
Experience with AI-enabled workflows and automation tools
Why Join Us?
- Competitive compensation and benefits, including medical, dental, vision, disability, and life insurance
- 401(k) with company match
- Collaborative, professional, and growth-oriented work environment
- Opportunity to develop technology solutions that directly improve business performance
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
About SWMG
An independent financial planning and investment management firm specializing in high-net-worth clients and business owners. Services include financial planning, retirement planning, business planning, investment management, insurance planning, tax strategies, estate planning, and financial education.
Interested in this role?
Apply now to join SWMG.