Wealth Management Analytics Manager

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.