Software Developer | Power BI and Power Automate

Strittmatter 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.

Customize and maintain Dynamics 365 applications to support CRM processes, advisor workflows, and client relationship management

Develop Power Automate workflows to streamline processes, reduce manual tasks, and improve operational efficiency

Build and maintain Power BI dashboards and reports for KPI tracking, business intelligence, and data-driven decision-making

Integrate Dynamics 365 with CRM, financial planning, portfolio management, document management, and other platforms using APIs and Microsoft Azure

Develop and maintain databases, data flows, and supporting applications to improve data accessibility and system performance

Troubleshoot application, automation, integration, and reporting issues while ensuring data accuracy, security, and compliance

Collaborate with advisors, operations, and leadership to identify technology needs and implement scalable solutions

Bachelor's degree in Computer Science, Information Systems, Software Engineering, or a related field

3+ years of software development or business systems experience

Experience with Microsoft Dynamics 365, Power BI, and Power Automate

Knowledge of SQL Server, REST APIs, and Microsoft Azure

Strong analytical, problem-solving, and communication skills

Experience in wealth management, financial services, or fintech

Knowledge of C#, .NET, JavaScript, and the Microsoft Power Platform

Familiarity with Redtail CRM, Wealthbox, Orion, Tamarac, Black Diamond, eMoney, or RightCapital

Knowledge of SEC and FINRA regulatory environments

Experience with AI-enabled workflows and automation tools