Cetera Financial Group

Director, Data Trust

Cetera Financial Group$150K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in analytics, including 5 years in leadership roles
  • Strong knowledge of analytics methodologies and tools
  • Experience in both traditional BI and advanced data science
  • Proven track record of linking analytics to business outcomes
  • Expertise in BI tools (Power BI, Tableau) and programming languages (Python, R, SQL)
  • Effective communicator able to convey complex insights
  • Familiarity with KPI frameworks and data governance practices

Responsibilities

  • Define and implement the analytics vision and strategy
  • Oversee all aspects of traditional analytics such as business intelligence and reporting
  • Lead advanced analytics projects focused on predictive and prescriptive insights
  • Mentor and develop a diverse analytics team
  • Collaborate with senior leadership to integrate analytics into decision-making culture
  • Create business cases and pricing models for data products
  • Partner with internal teams to embed insights into client-facing tools
  • Monitor KPIs related to analytics adoption and effectiveness

Benefits

  • Comprehensive health, dental, and vision insurance options
  • Access to mental health resources
  • 20+ days of paid time off and wellness days
  • 401(k) plan with company matching contributions
  • Paid parental and caregiver leave
  • Health Savings and Flexible Spending Account options
  • Employee Assistance Program and additional insurance options
Full Job Description
Job Description

At Cetera, we believe data isn't just numbers-it's the fuel for smarter decisions and better outcomes for advisors and their clients. We are seeking a visionary and execution-focused Head of Analytics to lead our mission of delivering Impactful Insights that empower decision-making and drive business value. This leader will own both Traditional Analytics (e.g., business intelligence, dashboards, self-service reporting) and Advanced Analytics (e.g., data science, statistical modeling), creating a cohesive and forward-thinking analytics function.
The ideal candidate will guide the organization from descriptive reporting to predictive and prescriptive insights, partnering closely with business leaders, technology, and data teams to embed analytics into daily operations and strategic planning.

Key Responsibilities:
• Define and execute the analytics vision and roadmap to support strategic and operational priorities.
• Oversee traditional analytics capabilities, including business intelligence, dashboarding, and self-service reporting.
• Lead advanced analytics initiatives using Statistical modeling to deliver predictive and prescriptive insights.
• Mentor analytics talent; grow a robust, diverse team with clear development and succession plans.
• Engage senior leadership and board stakeholders; drive cultural change to embed insights in decision-making.
• Define business cases, pricing models, and go-to-market strategy for advisor or client-facing data products.
• Partner with advisor channels and internal stakeholders to operationalize insights within CRM, planning tools, and client workflows.
• Track KPIs: adoption rates, revenue uplift, cost savings, retention, and data quality improvements.
• Lead in governance councils, participate in M&A, regulatory forums, and other strategic initiatives.
• Represent analytics in enterprise governance forums and strategic initiatives (including M&A and regulatory reporting).
• Serve as a trusted advisor to executives, translating complex insights into clear, actionable narratives.

Qualifications:
• 10+ years in analytics, with at least 5 years leading teams.
• Strong knowledge of analytics methodologies, including business intelligence, data visualization, and statistical analysis.
• Experience leading analytics organizations in both traditional BI and advanced data science.
• Proven ability to connect analytics to tangible business outcomes.
• Expertise in BI tools (Power BI, Tableau), advanced analytics (Python, R, SQL), and cloud based environments.
• Strong communication skills-able to simplify complexity for senior stakeholders.
• Experience with KPI frameworks, data governance, and operationalizing models at scale.
• Financial Services experience will be preferred.

What we give you in return:

Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  • Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and fostering.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
  • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera Financial Group

Cetera Financial Group is a network of independent broker-dealer firms that provide financial advice to individuals and small businesses. The company was founded in 2010 and is headquartered in El Segundo, California. Cetera Financial Group offers a range of services, including investment advice, financial planning, and insurance products. The company has over 8,000 financial advisors and manages over $200 billion in assets.
Learn more about Cetera Financial Group
Size
8,000 employees
Industry
Founded
2010

Similar Jobs

More Jobs at Cetera Financial Group

More Finance & Insurance Jobs

Find similar Director, Data Trust jobs: