Senior Analyst, Specialist

The Self - Directed Marketing Analytics team is seeking a Lead Analyst to deliver data - driven insights that shape marketing strategy and fuel growth across Personal Wealth Marketing. Th e analyst will closely partner with Marketing, Martech, Analytics, Data Science, and Data Engineering stakeholders to define and execute an analytics roadmap, translate complex business questions into rigorous analysis, and drive clear, actionable recommendations that influence decision - making. The Lead Analy

The Advice and Wealth Management (AWM) Analytics team is seeking an analyst to play an important role supporting the Personal Wealth Marketing team and enabling growth through data-driven strategy. Our work includes data preparation and transformation, discovery analysis, experimental design, campaign measurement, dashboard development, and strategic recommendations sourced from the data. The role involves collaboration with marketing and analytics partners and working closely with cross-functio

As a Senior Strategic Analytics Lead, Digital & Financial Insights, you will shape how data and analytics inform growth strategies across digital engagement programs and downstream financial outcomes. You will partner closely with marketing, digital product, sales, and data teams to connect engagement signals (e.g., campaign interactions, journeys, channel performance) to key financial services metrics such as assets under management (AUM), net flows/cash flow, product adoption, holdings composi

What You'll Do Collaborate with digital product teams and business stakeholders to understand business strategies, needs, and challenges. Leverage data from multiple platforms and sources to develop actionable insights and recommendations that enhance digital experiences and drive measurable business outcomes. Lead the synthesis of industry trends and digital engagement data to identify opportunities for optimization and innovation. Serve as the analytics expert on cross-functional teams for str