Private Wealth, Marketing Analytics - Senior Associate

Responsibilities

• Lead the analytics partnership with Private Wealth Marketing, translating campaign, paid media, and digital engagement data into clear performance KPIs, executive-ready reports or dashboards, and insights that inform investment decisions and maximize marketing effectiveness.
• Own and champion Tableau as the core marketing analytics platform, delivering clear, intuitive and consistent reporting on campaign performance, digital engagements, and ROI.
• Partner with Global Client Marketing to develop and maintain KPIs and ROI frameworks that measure the impact of marketing investments on fundraising and business results.
• Analyze marketing data points across channels including web, email, events, content, and paid media, with a focus on engagement, lead progression, and downstream impact.
• Identify trends and opportunities to improve marketing campaigns, messaging, and client journeys, turning data into practical recommendations.
• Seamlessly navigate data points within HubSpot, Salesforce, and other Private Wealth data platforms.
• Carefully coordinate closely with technical teams to ensure reliable availability of marketing data across new and existing initiatives.
• Act as a data steward for marketing analytics, ensuring CRM, campaign, and digital data are used consistently and flagging data quality issues that affect reporting or compliance.

Qualifications

• Bachelor's degree in marketing, finance, or data and analytics related fields preferred
• 5+ years of experience in marketing, growth analytics, or business intelligence, ideally within alternative investments or asset management, supporting fundraising, distribution, or client engagement initiatives.
• Proven experience working with CRM and marketing platforms and reconciling data across systems to produce consistent and actionable reports and dashboards
• Strong experience with Tableau or similar data visualization tool; ability to create actionable and compelling data visualizations
• Proficiency in SQL; demonstrated ability to extract meaningful insight from raw data
• Experience with HubSpot, Salesforce, or other CRM systems preferred
• Experience working with modern data warehouses (e.g., Snowflake) preferred

Pay

The base annual salary range for this New York City-based position will be $135,000 to $160,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.