Wealth Performance & AnalyticsThe role performs analysis for key business decisions and strategic initiatives. Prepares the analytics for sales, investment performance, and products across the Wealth and Distribution areas. This job develops, implements, and supports business analytics initiatives and projects that extract key insights from relevant data sets to provide market insights and recommendations to management.
Key Responsibilities and Duties- Leverage external market data, trends, business model, and other data sources to develops actionable insights and recommendations for management
- Lead team to perform analytics in support of key business and strategic decisions
- Liaise with Business Leaders and present to senior management on results and analytical insights
- Creates and distributes analytical reports based on findings through analysis and modeling efforts
- Uses data, statistical, and quantitative analysis, explanatory and predictive modeling, and fact-based management to drive decision-making
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 9IC
Required Qualifications:- 5+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making
- SQL proficiency
- Tableau proficiency
Preferred Qualifications:- 7+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making
- University Degree in Business/Data Analytics, Data Science, or Finance
- Strong attention to detail
- Ability to multi-task and prioritize in a dynamic environment
- Strong verbal and written communication skills
- Excellent organizational skills
- Self-motivated and comfortable assuming responsibility
Related Skills
Collaboration, Continuous Improvement Mindset, Data-Driven Business Intelligence, Data Engineering/Analytics, Data Visualization, Predictive Modeling, Problem Solving, Programming, Resourcefulness, Statistics, Story Telling
Anticipated Posting End Date:2026-08-24
Base Pay Range: $138,000/yr - $192,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
