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 StrittmatterStrittmatter 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 ResponsibilitiesCustomize and maintain Dynamics 365 applications to support CRM processes, advisor workflows, and client relationship managementDevelop Power Automate workflows to streamline processes, reduce manual tasks, and improve operational efficiencyBuild and maintain Power BI dashboards and reports for KPI tracking, business intelligence, and data-driven decision-makingIntegrate Dynamics 365 with CRM, financial planning, portfolio management, document management, and other platforms using APIs and Microsoft AzureDevelop and maintain databases, data flows, and supporting applications to improve data accessibility and system performanceTroubleshoot application, automation, integration, and reporting issues while ensuring data accuracy, security, and complianceCollaborate with advisors, operations, and leadership to identify technology needs and implement scalable solutionsRequired QualificationsBachelor's degree in Computer Science, Information Systems, Software Engineering, or a related field3+ years of software development or business systems experienceExperience with Microsoft Dynamics 365, Power BI, and Power AutomateKnowledge of SQL Server, REST APIs, and Microsoft AzureStrong analytical, problem-solving, and communication skillsPreferred QualificationsExperience in wealth management, financial services, or fintechKnowledge of C#, .NET, JavaScript, and the Microsoft Power PlatformFamiliarity with Redtail CRM, Wealthbox, Orion, Tamarac, Black Diamond, eMoney, or RightCapitalKnowledge of SEC and FINRA regulatory environmentsExperience with AI-enabled workflows and automation toolsWhy Join Us?Competitive compensation and benefits, including medical, dental, vision, disability, and life insurance401(k) with company matchCollaborative, professional, and growth-oriented work environmentOpportunity to develop technology solutions that directly improve business performanceBenefits:401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offVision insurance
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