Tableau Developer (Financial Services)

About the Role:

We are seeking an experienced Tableau Developer to design, develop, and optimize sales focused Tableau dashboards and analytical solutions. This role involves translating business requirements into highly scalable Tableau visualizations and supporting end users in a dynamic, data-focused environment. Work involves close collaboration with cross-functional teams, hands-on SQL skills and dashboard development using the Tableau Product suite.

This hybrid role blends data engineering, development and Tableau platform responsibilities including data sourcing/ETL, administration, dashboard development, optimization, and user support. You’ll partner with CRM Operations and Analytics teams to keep our environment running smoothly while enabling scalable, dashboards and insights across the organization. You will also play a key role in advancing our analytics roadmap; supporting the adoption of Tableau Cloud, Pulse and Tableau NEXT enabled insights, using BI best practices.

What You’ll Do:

• Design, develop, and enhance Tableau dashboards and visualizations that translate business needs into intuitive, high-performing analytics products.

• Data preparation and automation: Integrate data from multiple data sources, including cloud platforms, build and maintain data pipelines and ETL processes.

• Platform administration includes user management, site content, permissions, extract scheduling, and workbook performance tuning.

• Proactive troubleshooting with a strong focus on root-cause analysis and resolution.

• Optimize workbooks, underlying data, queries, dashboards and reports for performance, scalability and user experience.

• Gather and document business requirements, translating into technical solutions.

• Conduct data analysis to draw meaningful business insights.

• Work with teams to define trusted, reusable datasets and consistent definitions that enable scalable dashboards and metrics.

• Participate in stakeholder meetings and present visualization solutions clearly and effectively.

• Conduct QA and UAT reviews for new content (accuracy, performance, governance alignment).

• Create and maintain documentation for dashboards, data flows, and development processes.

• Establish best practices, data governance, security and compliance across the platform.

• Design roadmap initiatives to evolve our analytics ecosystem using Tableau Pulse and NEXT.

• Create semantic data models and agents for business users.

What You Bring:

• Bachelor’s or master’s degree in computer science, Engineering, Statistics, Business Analytics, or related field.

• 3 - 5+ years of proven experience with the Tableau product suite in a business or consulting environment (Tableau Desktop/Cloud, Pulse, Prep Builder).

• Solid experience integrating data with tools and languages such as Prep Builder, Python, or R.

• Strong SQL skills and experience with data warehousing concepts (relational, star, fact/dimensional modelling).

• Experience with LOD expressions and data story telling as a key skill in dashboard development.

• Understanding of ETL data modelling and design, preferably using Informatica tools.

• Experience with site administration; user provisioning, site roles, permissions, content governance, and performance tuning.

• Demonstrated ability to develop, troubleshoot and optimize dashboard performance.

• Ability to take raw, noisy data and transform it into a structured format for analysis.

• Advanced knowledge of MS Excel (pivot tables, formulas, macros) for data validation.

Key Competencies:

• Strong problem-solving and critical-thinking abilities.

• Excellent written and verbal communication skills.

• Ability to present complex information clearly and concisely.

• Organized, with a high attention to detail and accuracy.

• Collaborative and customer‑service mindset with a focus on analytics advancement and support.

• Comfortable with agile and task-oriented processes.

• Curious, adaptable, and eager to experiment and learn emerging analytics/AI capabilities.

• Ability to work independently as the Tableau subject matter expert and provide technical support to others.

• Experience with AI‑driven analytics (Tableau Pulse/AI, Tableau Agent, Tableau NEXT).

Preferred Competencies:

• Tableau certification.

• Experience with Salesforce CRM.

• Financial industry experience, especially within asset management, is a strong asset.

• Familiarity with cloud data platforms (e.g., SQL Server, virtualization layers).

• Familiarity with data governance, data quality, and metadata management.

Why Join Us?

You’ll help shape the next generation of analytics at an organization investing in modern, AI‑enhanced insights. This is a great opportunity for someone who enjoys both platform stewardship and rolling up their sleeves and diving in on data, dashboards, and new AI capabilities.

Compensation:

The anticipated compensation range for this role is $80,500 - $87,500 annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.

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