Digital Client Experience Analyst
Core
Analyze advisor interactions across digital channels and translate data-driven insights into actionable recommendations to improve the advisor experience.
Role type
Digital Client Experience Analyst
Builds
Advisor-facing digital tools and services
Domain
Financial services / Wealth management
Deliverable
dashboards & analysis
Required skills
Adobe Analytics, Adobe Customer Journey Analytics (CJA), Qualtrics, dashboard development, data analysis, user journey evaluation, survey design, cross-functional collaboration
Preferred skills
Wealth management domain knowledge, Agile delivery experience, user story development, customer experience measurement methodologies
Technologies
Adobe Analytics, Adobe Customer Journey Analytics (CJA), Qualtrics
Responsibilities
Analyze advisor behavior and digital experience performance using web analytics tools; Develop and maintain dashboards and performance metrics; Evaluate advisor journeys including login, onboarding, and service experiences; Partner with product and UX teams to define requirements and support Agile delivery; Monitor advisor feedback and sentiment through surveys; Serve as a subject matter resource for advisor-facing tools.
Seniority
Mid-level, hands-on IC