CareerPlan

Data Scientist Manager, Wealth Management

USAFull-time$61k–$101k2026-10-14 → 2026-10-23

Core

Lead a data science team to deliver analytics and machine learning solutions that improve business performance in wealth management, linking product, strategy, and operations to measurable outcomes.

Role type

Senior IC data scientist manager (wealth management)

Builds

Scalable analytical capabilities, AI and agentic applications, and insights for client outcomes, product performance, and operational efficiency

Domain

Financial services / Wealth management / Machine learning

Deliverable

production ML models

Required skills

Team leadership and development, statistical and quantitative techniques, machine learning and AI, complex SQL, PySpark, Jupyter Notebooks, business judgment, experimentation frameworks

Preferred skills

Wealth management or investing domain experience, commitment to ongoing learning

Technologies

Jupyter, Machine Learning, PySpark, SQL, Big Data

Responsibilities

Partner with product, strategy, and operations teams to support wealth management initiatives; Lead analytics delivery from problem framing to presenting recommendations to senior stakeholders; Develop and improve analytics, machine learning, and trigger capabilities; Analyze client usage across risk segments and products; Put experimentation frameworks into practice; Identify and develop valuable AI and agentic applications; Lead and develop a team delivering insights and machine learning solutions