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Senior Growth Strategy Analyst

Cetera Financial Group, Inc.

Dallas, Texas • Today

Full-time

USD 106,000.00 - 141,000.00 per year

Senior Analyst, Credit Risk Strategy

USAA

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Full-time

Compensation information provided in the description

Lead Analyst, Credit Risk Strategy

USAA

Plano, Texas • Today

Full-time

Compensation information provided in the description

Cyber Policy & Strategy Analyst

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AI Strategy & GTM Sr. Director

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Strategy Lead, New Business & Growth

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Easy Apply

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Senior Analyst - BCG Vantage, Organization Design & Operating Model

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USD 115,700.00 - 119,500.00 per year

Senior Analyst - Analytics

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Full-time

Cyber Threat Hunt Senior Analyst, VP

Citi

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Full-time

USD 125,760.00 - 188,640.00 per year

Sr. Treasury ALM & Analytics Analyst

Toyota Motor North America

Plano, Texas • Today

Full-time

Sr Director Analyst - Software Engineering AI Strategy and Value (Remote - N.A.)

Gartner

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Full-time

USD 172,000.00 per year

Senior Software Engineer, Cloud Growth

Temporal Technologies

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Full-time

USD 176,000.00 - 231,000.00 per year

Senior GTM Strategy Lead - AI & Strategic initiatives

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Senior Dynamics Systems Analyst

Solera

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Full-time

Director/Senior Director - CRO Solutions & Product Strategy

Saama Technologies, LLC

Remote • 2d ago

Easy Apply

Full-time, Third Party

Depends on Experience

Senior Full Stack Engineer, Growth

Calendly

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Full-time

USD 224,400.00 - 271,920.00 per year

Sr Consultant - IT Strategy Consulting - AI

Gartner

Remote or Texas • Today

Full-time

USD 113,000.00 per year

Senior Director, Marketing Data Strategy (Remote)

Forbes Advisor

Remote or Wilmington, North Carolina • 13d ago

Full-time

Senior Manager, Data Strategy and Field Tool Operations

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USD 142,000.00 - 187,000.00 per year

Senior Data Governance Analyst

Guild

Remote • Today

Full-time

USD 109,114.00 - 156,510.00 per year

Sr. Analyst, Data Governance

Navitus Health Solutions

Remote • Today

Full-time

USD 85,063.95 - 104,372.94 per year

Lead Software Engineer - Cloud Strategy

JPMorgan Chase & Co.

Plano, Texas • Today

Full-time

Senior Software Engineer, Strategy Research Analytics

The Voleon Group

Remote or Berkeley, California • Today

Full-time

USD 200,000.00 - 255,000.00 per year

Director, Software Product Strategy & Engineering

Oldcastle BuildingEnvelope

Dallas, Texas • Today

Full-time

Manager, IT Strategy and Integration (Oracle Fusion HCM)

Acosta

Lewisville, Texas • Today

Full-time

Manager IT Strategy & Integration (Oracle Cloud Finance)

Acosta

Lewisville, Texas • Today

Full-time

Director AI Strategy & Portfolio Mgmt

Acosta

Lewisville, Texas • Today

Full-time

USD 125,000.00 - 175,000.00 per year

AI Visibility & Search Strategy Specialist | GEO/SEO

Texas Instruments Incorporated

Dallas, Texas • Today

Full-time

HR Content Strategy Consultant

PTR Global

Dallas, Texas • Today

Easy Apply

Full-time

USD 50.00 - 55.00 per hour

Lead Director (IC), Digital Product - Conversational AI Strategy

CVS Health

Remote or Texas • Today

Full-time

USD 144,200.00 - 288,400.00 per year

Cetera Financial Group, Inc.

Job Details

Skills

System Integration Testing
Business Strategy
Advanced Analytics
Productivity
Natural Language
Workflow
Forecasting
Return On Investment
Presentations
Data Collection
Distribution
Streaming
Alteryx
Analytical Skill
Ideation
Economics
Computer Science
Data Analysis
SQL
Finance
Modeling
Semantics
Prototyping
Orchestration
Visualization
Tableau
Dashboard
Reporting
Artificial Intelligence
Wealth Management
Snow Flake Schema
Salesforce.com
Microsoft
Python
Analytics
Attention To Detail
Conflict Resolution
Problem Solving
Adaptability
Organizational Skills
Management
Communication
Microsoft Excel

System Integration Testing
Business Strategy
Advanced Analytics
Productivity
Natural Language
Workflow
Forecasting
Return On Investment
Presentations
Data Collection
Distribution
Streaming
Alteryx
Analytical Skill
Ideation
Economics
Computer Science
Data Analysis
SQL
Finance
Modeling
Semantics
Prototyping
Orchestration
Visualization
Tableau
Dashboard
Reporting
Artificial Intelligence
Wealth Management
Snow Flake Schema
Salesforce.com
Microsoft
Python
Analytics
Attention To Detail
Conflict Resolution
Problem Solving
Adaptability
Organizational Skills
Management
Communication
Microsoft Excel

Summary

Job Description

The Senior Growth Strategy Analyst will aggregate data from disparate enterprise sources, build advanced financial models, and deliver insights that spearhead growth initiatives, advanced analytics, and operational efficiencies in support of the Head of Growth Operations and the broader Growth Organization. This analyst will sit at the intersection of business strategy and modern data/AI tooling - leveraging agentic development on Snowflake, Claude, and Microsoft Copilot Studio, alongside semantic views and data mesh architecture, to scale how leaders consume and act on data.

What You Will Do

Identify, collect, and analyze data from across the firm to produce advanced analytics, business insights, and data stories for senior leaders and team members.
Design, build, and maintain Snowflake semantic views and semantic models that expose governed Growth Operations metrics (AUM, AUA, NNA/NNS, advisor productivity, attrition) to business and AI consumers.
Develop agentic analytics solutions in Snowflake using Cortex Analyst, Cortex Search, and Cortex Agents - including verified query libraries - to enable natural-language self-service for Growth leaders.
Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad-hoc data requests.
Contribute to the firm's data mesh architecture by defining domain-aligned data products, ownership, and quality standards for the Growth domain, ensuring interoperability with Finance, Advisor Services, and Operations.
Build and maintain advanced financial models in Excel (forecasting, scenario/sensitivity analysis, advisor economics, growth ROI) to support strategic decisions.
Serve as a trusted data resource across the team on projects varied in scope and complexity, partnering with stakeholders to translate business outcomes into data and reporting requirements.
Develop presentations, dashboards, and reporting (Tableau, Snowflake's Streamlit) that visualize results, recommendations, and forecasts for business group leaders and department heads.
Automate data collection, reporting, and distribution wherever possible using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration.
Support special projects and firm-wide initiatives as needed, often acting as the analytical lead from ideation through executive delivery.

What You Need to Have

Bachelor's degree in finance, economics, computer science, data analytics, or a related field - or equivalent experience.
Minimum 5 years of experience in data analytics, including the ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics.
Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
Hands-on experience developing semantic views / semantic models (Snowflake Cortex Analyst, dbt semantic layer, or equivalent) and a working understanding of data mesh principles (domain ownership, data products, federated governance).
Experience building or prototyping agentic AI solutions - for example, Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents - including prompt design, tool/skill orchestration, and grounding agents on governed data.
Intermediate experience with visualization and reporting tools such as Tableau and Snowflakes Streamlit
Working knowledge of Salesforce and building custom reporting solutions (reports, dashboards, custom report types).
Comfort learning new tooling such as Airtable and emerging AI platforms.
Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.

What's Nice to Have:

Knowledge or experience in the wealth management industry.
Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns.
Experience integrating LLM-based agents with enterprise systems (Snowflake, Salesforce, Microsoft Teams).
Exposure to Python, Snowpark, or notebook-based analytics.
Strong attention to detail and problem-solving skills.
Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment.
Excellent organizational skills and the ability to manage and prioritize a wide range of tasks under tight deadlines.
Ability to work both independently and collaboratively in a virtual, multi-location team.
Strong communication skills with the ability to engage multiple internal stakeholder groups, from analysts to executives.
Advanced-to-expert acumen in MS Excel.

Travel

Up to 5%

Compensation:

The base salary range for this role in Dallas, TX is $106,000-$141,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

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: RTX1a6d2c
Position Id: 6605
Posted 5 hours ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

Go to company profile

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Cetera Financial Group, Inc.

Job Details

Skills

System Integration Testing
Business Strategy
Advanced Analytics
Productivity
Natural Language
Workflow
Forecasting
Return On Investment
Presentations
Data Collection
Distribution
Streaming
Alteryx
Analytical Skill
Ideation
Economics
Computer Science
Data Analysis
SQL
Finance
Modeling
Semantics
Prototyping
Orchestration
Visualization
Tableau
Dashboard
Reporting
Artificial Intelligence
Wealth Management
Snow Flake Schema
Salesforce.com
Microsoft
Python
Analytics
Attention To Detail
Conflict Resolution
Problem Solving
Adaptability
Organizational Skills
Management
Communication
Microsoft Excel

System Integration Testing
Business Strategy
Advanced Analytics
Productivity
Natural Language
Workflow
Forecasting
Return On Investment
Presentations
Data Collection
Distribution
Streaming
Alteryx
Analytical Skill
Ideation
Economics
Computer Science
Data Analysis
SQL
Finance
Modeling
Semantics
Prototyping
Orchestration
Visualization
Tableau
Dashboard
Reporting
Artificial Intelligence
Wealth Management
Snow Flake Schema
Salesforce.com
Microsoft
Python
Analytics
Attention To Detail
Conflict Resolution
Problem Solving
Adaptability
Organizational Skills
Management
Communication
Microsoft Excel

Summary

Identify, collect, and analyze data from across the firm to produce advanced analytics, business insights, and data stories for senior leaders and team members.
Design, build, and maintain Snowflake semantic views and semantic models that expose governed Growth Operations metrics (AUM, AUA, NNA/NNS, advisor productivity, attrition) to business and AI consumers.
Develop agentic analytics solutions in Snowflake using Cortex Analyst, Cortex Search, and Cortex Agents - including verified query libraries - to enable natural-language self-service for Growth leaders.
Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad-hoc data requests.
Contribute to the firm's data mesh architecture by defining domain-aligned data products, ownership, and quality standards for the Growth domain, ensuring interoperability with Finance, Advisor Services, and Operations.
Build and maintain advanced financial models in Excel (forecasting, scenario/sensitivity analysis, advisor economics, growth ROI) to support strategic decisions.
Serve as a trusted data resource across the team on projects varied in scope and complexity, partnering with stakeholders to translate business outcomes into data and reporting requirements.
Develop presentations, dashboards, and reporting (Tableau, Snowflake's Streamlit) that visualize results, recommendations, and forecasts for business group leaders and department heads.
Automate data collection, reporting, and distribution wherever possible using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration.
Support special projects and firm-wide initiatives as needed, often acting as the analytical lead from ideation through executive delivery.

What You Need to Have

Bachelor's degree in finance, economics, computer science, data analytics, or a related field - or equivalent experience.
Minimum 5 years of experience in data analytics, including the ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics.
Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
Hands-on experience developing semantic views / semantic models (Snowflake Cortex Analyst, dbt semantic layer, or equivalent) and a working understanding of data mesh principles (domain ownership, data products, federated governance).
Experience building or prototyping agentic AI solutions - for example, Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents - including prompt design, tool/skill orchestration, and grounding agents on governed data.
Intermediate experience with visualization and reporting tools such as Tableau and Snowflakes Streamlit
Working knowledge of Salesforce and building custom reporting solutions (reports, dashboards, custom report types).
Comfort learning new tooling such as Airtable and emerging AI platforms.
Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.

What's Nice to Have:

Knowledge or experience in the wealth management industry.
Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns.
Experience integrating LLM-based agents with enterprise systems (Snowflake, Salesforce, Microsoft Teams).
Exposure to Python, Snowpark, or notebook-based analytics.
Strong attention to detail and problem-solving skills.
Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment.
Excellent organizational skills and the ability to manage and prioritize a wide range of tasks under tight deadlines.
Ability to work both independently and collaboratively in a virtual, multi-location team.
Strong communication skills with the ability to engage multiple internal stakeholder groups, from analysts to executives.
Advanced-to-expert acumen in MS Excel.

Travel

Up to 5%

Dice Id: RTX1a6d2c
Position Id: 6605
Posted 5 hours ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

Go to company profile

Fitment

Dice Job Match Score™

🔢 Crunching numbers...

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

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