Manager, Business Insights & Analytics
Core
Transform advisor, client, portfolio, sales, and operational data into meaningful business intelligence to support decision-making across the Wealth Advisory business.
Role type
Manager, Business Insights & Analytics
Builds
Actionable insights, dashboards, scorecards, executive reporting, and analytical tools for Operations, Sales, and Executive audiences.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Advanced analytical capability, wealth industry knowledge, data transformation, trend identification, stakeholder partnership, data governance, strategic analysis
Preferred skills
Ability to translate complex data into business narratives, experience with advisor and portfolio data analysis
Technologies
None explicitly stated
Responsibilities
Analyze multi-source data to identify trends, opportunities, and risks; develop reporting and insights on advisor books of business, client acquisition, and sales performance; design scalable dashboards and executive reports; partner with leadership to establish KPIs and performance metrics; support data quality and governance initiatives.
Seniority
Manager, hands-on IC with strategic oversight
