Wealth Management Analytics Manager

Gepostet vor 3 Tagen Im Büro Festanstellung USD125000 - USD150000 per year

This role will be responsible for generating actionable analytics for wealth management intermediary clients and prospects while helping maintain and enhance the firm's wealth management client data domain. The position partners closely with distribution leadership, sales teams, product specialists, marketing, finance, and technology teams to support strategic decision-making, business development initiatives, and operational excellence through data and analytics.

Responsibilities

Deliver timely and accurate analytics, reporting, and insights to support sales, distribution, and other key business stakeholders.
Leverage data-driven insights and market intelligence to strengthen business partnerships and support strategic initiatives.
Fulfill ad hoc research, analysis, and reporting requests by utilizing multiple internal and external data sources.
Contribute to the development and execution of client data and analytics strategies to support business growth objectives.
Use analytics to evaluate client segmentation, product adoption, and business performance.
Partner with data and technology teams to improve client data management, reporting infrastructure, and data processes.
Lead cross-functional projects from initial analysis through implementation, ensuring measurable business outcomes.
Analyze transaction, asset, and activity data to generate actionable business insights.
Promote a data-driven culture through KPI monitoring, transparency, and data literacy initiatives.

Requirements

5+ years of experience in analytics, business intelligence, or data strategy within asset management or financial services; wealth management experience preferred.
Proven ability to work with sales, distribution, and business leaders to translate business needs into analytical solutions.
Experience supporting client insight, distribution, and business growth initiatives.
Combination of strong analytical skills and commercial business acumen.
Self-starter with the ability to work independently while collaborating effectively across teams.
Strong stakeholder management skills and a client-service mindset.
Excellent analytical, organizational, and problem-solving abilities with strong attention to detail.
Intellectual curiosity and the ability to learn complex business processes, data structures, and reporting workflows.
Strong communication and presentation skills.
Ability to thrive in a fast-paced, high-visibility environment.
Advanced SQL skills.
Experience with data visualization tools such as Power BI or Tableau.
Advanced Excel and PowerPoint proficiency.
Experience with data platforms and technologies such as Snowflake, AWS, and Python.
Understanding of CRM systems and the integration of client, transaction, and account management data.
Bachelor's degree in Finance, Economics, Business Analytics, Data Analytics, or a related field; advanced degree preferred.

Job ID PR/597190

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Selby Jennings

New York, United States

1000 Angestellte HR & Recruitment

We support the Financial Sciences & Services industry with talent that can truly shape the future of a business. Whether that be Quantitative Analyti...

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