Description

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced Data Analytics Project Lead to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. 

About the Role

The Data Analytics Project Lead plays a critical role in building and scaling Grimes’ Data & AI function. This position exists to ensure that data initiatives—from data warehouse development to analytics delivery—are executed effectively, on time, and in close alignment with business needs. The role combines project leadership with hands-on analytics work, supporting reporting, data transformation, and stakeholder enablement as the data platform evolves. This is an execution-focused role suited for someone who enjoys both delivering data solutions and keeping complex initiatives organized.

NOTE: This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA

Key Responsibilities

• Lead planning and execution of data and analytics initiatives as Grimes builds and scales its data warehouse, BI environment, and ETL infrastructure, 
• Support data transformation, validation, and integration efforts across internal systems and data sources.
• Implement dashboards and reporting solutions using BI tools such as Tableau.
• Coordinate cross-functional teams by leading meetings, reviewing progress, and managing timelines and deliverables with vendors and internal partners.
• Partner with team members to support ETL workflows and data pipeline enhancements.
• Translate business questions into clear data requirements, delivery plans, and measurable outcomes.
• Lead rollout and adoption of new Data & AI products by developing training materials and facilitating enablement sessions.
• Gather feedback post-launch and collaborate with the team to iterate and improve Data & AI products.

Requirements

• 5 -7 years experience in business intelligence, or data-focused project roles required
• Strong, hands-on experience implementing dashboards using BI tools
• Strong understanding of SQL and other relational Database
• Proven ability to support or lead data projects, or analytics initiatives
• Excellent interpersonal and communications skills with a demonstrated ability to interact with high level non-technical stakeholders as well as technical development teams
• Strong organizational skills with the ability to manage multiple workstreams simultaneously
• Exposure to ETL tools, data modeling, or cloud-based data platforms such as Tableau preferred but not required
• Experience working with Salesforce Financial Services Cloud CRM preferred but not required

Benefits

We offer a comprehensive benefits package including:

• 401(k) retirement plan
• Health insurance
• Dental insurance
• Vision insurance
• Flexible spending accounts
• Health savings account
• Life insurance
• Disability insurance
• Employee assistance program
• Paid time off
• Parental leave
• Flexible hybrid work schedule

Why Join Us?

Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.

Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.

Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!