NNA and Transaction Flow Insights Analyst, Vice President
Core
Vice President leading advanced analytics for Net New Assets (NNA), Fee-based flows (FBF), and Path-to-Advice (P2A) to drive wealth management growth and client insights.
Role type
Senior IC data analyst / team lead (VP level)
Builds
Advanced analytics reports, transactional data flows, and insights dashboards for wealth management metrics
Domain
Financial services / Wealth Management
Deliverable
production ML models | dashboards & analysis
Required skills
SQL, Microsoft Excel, data quality control, analytical problem solving, stakeholder communication, team leadership
Preferred skills
Tableau, Python, Dataiku, AI tools, MBA
Technologies
SQL, Tableau, Python, Dataiku, Microsoft Excel, PowerPoint
Responsibilities
Build new data flows for NNA/FBF/P2A metrics; Validate data accuracy and reconcile inconsistencies; Analyze business drivers and communicate insights; Guide junior members globally; Leverage AI tools to redesign processes
Seniority
Vice President, hands-on IC with team leadership