Wealth Management Analytics Manager

• Posted 14 hours ago • Updated 14 hours ago
Full Time
On-site
Fitment

Dice Job Match Score™

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Job Details

Skills

  • Market Intelligence
  • Partnership
  • Research
  • Data Management
  • KPI
  • Analytics
  • Business Intelligence
  • Asset Management
  • Financial Services
  • Wealth Management
  • Sales
  • Customer Insight
  • Distribution
  • Business Acumen
  • Stakeholder Management
  • Customer Service
  • Analytical Skill
  • Conflict Resolution
  • Problem Solving
  • Attention To Detail
  • Business Process
  • Data Structure
  • Reporting
  • Workflow
  • Communication
  • Presentations
  • SQL
  • Data Visualization
  • Microsoft Power BI
  • Tableau
  • Microsoft Excel
  • Microsoft PowerPoint
  • Snow Flake Schema
  • Amazon Web Services
  • Python
  • Customer Relationship Management (CRM)
  • Account Management
  • Finance
  • Economics
  • Business Analytics
  • Data Analysis

Summary

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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 90922487
  • Position Id: 24607196
  • Posted 14 hours ago
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