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© All Rights Reserved. ApplyBlast.com
strittmatterwealth
The company is seeking a skilled Power BI Developer to develop and optimize business applications, automate workflows, and build reporting solutions to improve advisor productivity and operational efficiency within a wealth management firm. This role focuses on Dynamics 365 customization, Power Automate workflows, Power BI dashboards, and integration with financial and business systems. The position involves collaborating with advisors and leadership to identify technology needs and implement scalable solutions.
Headquarters
Fort Worth, Texas, United States
Company Size
1-10 employees
Founded
2007
Strittmatter Wealth Management Group is a wealth management and financial planning firm that helps clients by taking a holistic view of their finances. They start by looking at the client’s entire financial picture and then place the right pieces in place to work toward individual goals. The firm provides comprehensive guidance for individuals and families across retirement planning, saving, investing, and ongoing wealth management decisions. Their approach emphasizes personalized, proactive planning to keep a financial strategy aligned with changing needs and circumstances.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for strittmatterwealth.
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