Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
Choreo is seeking a versatile Data Engineer & Power Platform Specialist to join our technology team. This role centers on developing, maintaining, and optimizing SQL-based data pipelines that power firmwide reporting and analytics. In addition, this position will contribute to innovative projects across the Microsoft Power Platform—helping to expand automation, enhance Power BI dashboards, and support data integration initiatives tied to M&A activity.
The ideal candidate thrives at the intersection of data engineering, analytics, and business enablement, bringing both technical expertise and creative curiosity to the role.
Primary Responsibilities:
SQL Development & Data Engineering
- Provide leadership of the Performance Team, ensuring effective use of Black Diamond for data aggregation, performance reporting, and regulatory reporting.
- Design, build, and maintain ETL processes and SQL pipelines that power enterprise reporting and analytics.
- Develop, optimize, and document SQL Server stored procedures, views, and data transformations.
- Ensure high-quality, well-structured, and auditable data across Choreo’s production systems.
- Support data conversions and integration efforts during M&A onboarding projects.
Analytics and Power BI
- Enhance existing Power BI datasets, reports, and dashboards based on advisor and leadership feedback.
- Improve data models for scalability, performance, and ease of maintenance.
- Partner with business teams to translate requirements into meaningful analytics solutions.
Power Platform and Automation
- Build and maintain low-code automations and integrations using Power Automate and Power Apps.
- Explore and experiment with emerging AI tools and capabilities (e.g., Copilot Studio, ChatGPT) to streamline processes.
- Support internal innovation projects designed to streamline workflows and improve the client experience.
Basic Qualifications:
- Bachelor's degree required with a preference for computer science or a related focus.
- 3 to 6 years of experience in SQL data engineering, ETL, or related analytics roles.
- Strong proficiency in SQL and data modeling (views, stored procedures, query optimization, data modeling); experience with Microsoft SQL Server preferred. Equivalent experience with other relational databases (e.g., PostgreSQL, MySQL, Oracle) will be considered.
- Experience with Azure Data Services (Azure SQL Database, Data Factory, Synapse) is preferred. Equivalent experience in other cloud platforms (e.g., GCP, AWS) will be considered.
- Working knowledge of Power BI and the broader Power Platform required (Power Automate, Power Apps).
- Familiarity with APIs, JSON, and data integration patterns, and working knowledge of Python or other scripting languages used in data engineering (e.g., R, Scala).
- Experience with AI-driven automation tools (e.g., Copilot Studio, ChatGPT, Vertex AI) is a plus.
- Comfort working with version control and documentation best practices.
- A growth mindset—curious, collaborative, and eager to explore new technologies.
Expected annual salary ranges from $120,000 to $135,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Top Skills
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
