Data & BI Manager

Location: Bountiful, Utah (On-site)

Employment Type: Full-Time

Reports To: Chief Financial Officer

Company Description

Summit Global Investments (SGI) is an established registered investment adviser managing approximately $3 billion in assets, supporting a team of roughly 50 employees and a nationwide network of about 150 affiliated financial advisors. Guided by a commitment to integrity, excellence, and client service, the firm combines a collaborative culture with a disciplined approach to growth.

Role Overview

SGI is seeking a hands-on Data & BI Manager to be the firm's dedicated data professional and own its data governance and business intelligence function — defining how data is managed across the firm, building and running the BI platform, and turning data into reporting leadership can trust. Reporting to the CFO and partnering closely with the CEO and department heads, this individual owns data governance, the BI platform, data integration, and management reporting.

This is an individual-contributor role with real ownership and autonomy — a genuine builder at heart who is equally comfortable writing SQL, administering the BI platform, and sitting with the CFO to decide which numbers matter, taking day-to-day reporting and data questions off the CFO's plate — and using AI to work faster and extend what a one-person data function can deliver.

Key ResponsibilitiesData Governance

• Own the firm's data governance framework: data ownership, definitions, standards, and a business glossary so key metrics (AUM, flows, revenue, advisor production) mean the same thing everywhere.

• Define and monitor data quality rules and reconciliations across core systems, and document lineage so any reported number can be traced to its source.

• Set data access, classification, and retention policies in partnership with Compliance and IT, supporting the firm's obligations in its regulated environment.

• Establish guardrails for using AI with firm and client data, in partnership with Compliance, including which data may be used with which AI tools.

BI Platform

• Own the firm's BI platform (Qlik Cloud Analytics) end to end — architecture, security and user access, licensing, performance, and upgrades.

• Build and maintain data models, load scripts, and certified measures that serve as the firm's single source of truth.

• Design and publish dashboards and reports for the CFO, CEO, and department heads, and retire reports that no longer earn their place.

• Set standards for how dashboards are built, named, certified, and shared, and train business users to self-serve.

Data Integration

• Build and maintain reliable pipelines from core systems into the BI platform — including ERP, Finance, HRIS, CRM, and custodian/portfolio data.

• Monitor scheduled reloads and integrations, resolve failures quickly, and recommend tools and vendors as the firm grows.

Reporting & Business Partnership

• Partner with the CFO on management reporting, KPIs, and leadership and board materials.

• Work with Finance, Operations, and Compliance to turn business questions into well-scoped dashboards and analyses, keeping a prioritized backlog of requests.

• Use AI tools to accelerate your own work — drafting SQL and load scripts, documenting data models, and speeding up analysis — while validating output against governed data.

• Evaluate and roll out AI capabilities, such as natural-language querying and AI-assisted insights in Qlik and through MCP connectors, that help business users get answers faster.

Qualifications

• 5–8 years of progressive BI and data experience, including significant hands-on ownership of a BI platform — a genuine builder, not just a report consumer.

• Strong experience across data governance, data modeling, advanced SQL, data quality, and integrating data from ERP, CRM, and other systems.

• Demonstrated ability to independently own a data function end to end as the sole data owner, including stewardship of sensitive financial and client data.

• Experience partnering directly with executives in a small or mid-sized organization; financial services or wealth management background preferred but not required.

• Deep experience in a major BI tool (Qlik preferred), with the communication skills to explain data trade-offs to non-technical leaders.

• Hands-on experience using AI tools to speed up development and analysis, with the judgment to verify results and protect sensitive data.

• Bachelor's degree in Information Systems, Computer/Data Science, Finance, or related field preferred (or equivalent experience).

• Finance and/or IT experience would be a bonus.

What Success Looks Like

• Leadership works from one trusted set of numbers, with key metrics defined once and used consistently across the firm.

• The BI platform is secure and reliable, with data refreshed on schedule and any reported figure traceable to its source.

• Routine questions are answered through self-service dashboards and/or AI tools, not one-off report requests.

• AI speeds up delivery and puts answers in users' hands, within clear guardrails for firm and client data.

• The CFO is no longer the default owner of building, reconciling, and chasing reports.

Why Summit Global Investments?

• Meaningful ownership of the firm's data and BI function, with direct impact on how leadership sees and runs the business.

• Close partnership with the CFO and CEO on reporting and firm priorities as we grow.

• Competitive salary based on experience, with performance-based incentive eligibility.

• Excellent benefits: medical, dental, vision, and supplemental insurance; HSA contributions; and a 401(k) with company match.