Senior Strategic Analytics Lead, Financial Products
Core
Shape how data and analytics inform growth strategies across digital engagement programs and downstream financial outcomes by connecting engagement signals to key financial services metrics.
Role type
Senior Strategic Analytics Lead (Financial Products)
Builds
Actionable insights, KPI frameworks, dashboards, and strategic recommendations for digital engagement and financial outcomes.
Domain
Financial Services / Wealth Management / Digital Analytics
Deliverable
dashboards & analysis
Required skills
SQL, Python, Tableau, cloud data environments (AWS/Redshift), digital analytics tools (Adobe Analytics), experimentation design, data integration, financial metrics analysis (AUM, flows, holdings), executive storytelling
Preferred skills
Advanced degree, relevant certifications
Technologies
SQL, Python, Tableau, AWS, Redshift, Adobe Analytics
Responsibilities
Lead analytics initiatives connecting digital engagement to financial outcomes; Define and maintain KPI frameworks; Acquire and validate internal and third-party data; Perform segmentation and prospect identification; Develop dashboards and visualizations for senior leaders; Design and analyze digital experiments; Generate competitive and opportunity insights; Advocate for roadmap and strategy changes.
Seniority
Senior, hands-on IC with strategic influence
