Director, Sr Wealth Performance & Analytics
About the role
This role performs analysis for key business decisions and strategic initiatives. Prepares analytics for sales, investment performance, and products across the Wealth and Distribution areas. Develops, implements, and supports business analytics initiatives and projects that extract key insights from relevant data sets to provide market insights and recommendations to management.
Responsibilities
- Leverage external market data, trends, business models, and other data sources to develop actionable insights and recommendations for management.
- Lead team to perform analytics in support of key business and strategic decisions.
- Liaise with Business Leaders and present to senior management on results and analytical insights.
- Create and distribute analytical reports based on findings through analysis and modeling efforts.
- Use data, statistical, and quantitative analysis, explanatory and predictive modeling, and fact-based management to drive decision-making.
Requirements
- 5+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making (7+ years preferred).
- SQL proficiency.
- Tableau proficiency.
- University degree (preferred).
- Sedentary work.
Preferred Qualifications
- University Degree in Business/Data Analytics, Data Science, or Finance.
- Strong attention to detail.
- Ability to multi-task and prioritize in a dynamic environment.
- Strong verbal and written communication skills.
- Excellent organizational skills.
- Self-motivated and comfortable assuming responsibility.
Skills
- Collaboration
- Continuous Improvement Mindset
- Data-Driven Business Intelligence
- Data Engineering/Analytics
- Data Visualization
- Predictive Modeling
- Problem Solving
- Programming
- Resourcefulness
- Statistics
- Storytelling
Pay
Base Pay Range: $138,000/yr - $192,000/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The competitive compensation package may include participation in an incentive program linked to performance.
Benefits
The organization offers a comprehensive Total Rewards package designed to make a positive difference in the lives of associates and their loved ones. Benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings that support physical, emotional, and financial well-being.