Client Engagement Analytics - Financial Planning Analytics Lead, Vice President
Core
Setting and executing analytics strategy to enable data-driven decisions for the Financial Planning team, focusing on deepening client engagement and improving financial planning efficacy.
Role type
VP, strategic analytics lead (financial planning)
Builds
Analytics infrastructure, unified data models, scalable reporting, and advanced analytics for client engagement.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
SQL, Python, data strategy, business intelligence, data visualization, process automation, team leadership, cross-functional partnership, data governance
Preferred skills
Master's degree, AI/automation mindset, offshore team management
Technologies
Tableau, Dataiku, Snowflake, Hadoop, Salesforce
Responsibilities
Define analytics roadmap to unify planning activity data and client insights; establish scalable analytics models for timely insights; deliver core performance reporting and benchmarks; standardize KPI definitions and integrate data sources; partner with technology to build data models and pipelines; lead and mentor analytics teams and offshore resources; implement data governance with Legal/Compliance/Risk.
