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Interested in working with us? We'd love to talk to you. Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two products — Flourish Annuities and Flourish Cash — and with our recent acquisition of Sora Finance, we’ll be adding a lending offering in 2026. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company. Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company. About You You are detail oriented with focus on accuracy and integrity as you work with and present data. You have sound judgment in determining when to prioritize speed versus quality. You work hard to first understand the root problem that your customers are trying to solve when they ask for data or analysis and you have the experience and technical skills to devise effective, scalable solutions to meet their needs in a timely manner. You strive for clarity and consistency in communicating with others, avoiding unnecessary jargon, acronyms, etc. You have the ability to develop expert-level knowledge in multiple areas of a business and to discuss these topics with other experts and non-experts alike. You are creative when it comes to thinking through data and apply advanced conceptual thinking and rigorous analytical methodology where possible. You are seeking a small, fast-moving, and high-performing team where you will have the opportunity to make a real impact on all parts of the business as it grows and evolves. You want to help build a company and work with like-minded people. About the Role Your work will provide a critical contribution by delivering reporting, analysis and insights derived from a variety of data sources to partners across the Flourish business. You will work in an agile manner to deliver meaningful value to your internal customers and be responsible for managing your own time and workstream. You will architect and develop data transformation pipelines as well as analytics, insights and dashboards. You have a strong grasp of best practices for data warehousing and Business Intelligence without getting caught up with orthodoxy. You thrive in a work environment that requires strong critical thinking skills and self-direction, as well as constant collaboration. You can give and receive thoughtful feedback, and are excited to start on the next iteration of your work. Your work will enable the Flourish team to monitor and measure the business and progress towards our goals. Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support Work closely with internal stakeholders, including product teams, sales, and relationship management, to effectively resolve client issues Conduct routine client outreach to address account servicing issues and participate in ad hoc projects and initiatives as needed Assist with the review and onboarding process for new accounts Develop and maintain external client support materials, from email templates to call scripts to FAQs Participate in support center scheduling, aligning staffing and hours of availability to inbound client demands Define and implement short-term business strategies to improve client experience and increase support team efficiency Training and development of new support representatives, including development of training materials Ensure all support-related tasks are completed in a timely matter, including working past the close of support hours as needed Must be able to work West Coast hours (9am - 5pm PT) and have flexibility to cover other US timezones as needed Minimum Qualifications Bachelor’s Degree in science, technology, engineering or math or equivalent experience 5+ years working in business intelligence, analytics, data engineering, data science or similar related technical work Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information. Preferred Qualifications Strong skills with SQL and data transformation frameworks (e.g. DBT, SQLmesh) Experience working with BI visualization tools (e.g. QuickSight, Tableau, Power BI, Looker) Medium to Strong skill with Python and Python-related ecosystem for data engineering (e.g. Pandas, Polars, NumPy, etc.) General experience working with a major cloud provider (e.g. AWS, Azure, Google Cloud) Ability to set and stick to deadlines, allowing for shifting priorities while engaged in concurrent workstreams Ability to work with minimal supervision, exercising ownership of projects from start to finish Strong written and verbal communication skills are essential Strong presentation skills are essential, including: group speaking and data visualization Proven history of assembling and presenting analysis to non-data specialist audiences Experience building automated dashboards, reports and analyses, from development to production MS or PhD in Computer Science, Math, Physics or Engineering Experience working on shared data pipelines from inception through to production Experience working collaboratively with source code control (e.g. Github) Experience working within a heavily regulated industry Experience working in a startup, growth stage company, or similar environment At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees. Base Salary Range: $124,800 - $163,800 plus bonus Disclosures: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. #J-18808-Ljbffr