Director, Data Analytics, Wealth Management

Job Summary

We are looking for an analytics professional to spearhead our analytics initiatives in the Affluent and Wealth Management business. This role will be responsible for developing and executing a comprehensive analytics strategy that supports the bank's focus on expanding and strengthening relationships with affluent clients. If you are a strategic thinker with a passion for analytics and a strong background in affluent and wealth management, we want to hear from you. Join our team and play a key role in shaping the future of our analytics capabilities in this exciting and dynamic industry

Key Responsibilities

Analytics Strategy Development:
• Design and implement a forward-thinking analytics strategy tailored to the affluent market.
• Collaborate with senior management to align analytics initiatives with business goals and objectives.

Opportunity Identification:
• Lead the development of sophisticated analytical models to identify emerging opportunities within the affluent market.
• Utilize advanced data analytics techniques to uncover trends and insights that drive strategic decision-making.

Portfolio Performance Analysis:
• Analyze portfolio performance metrics to provide actionable insights that enhance balance and revenue growth.
• Monitor and report on key performance indicators, identifying areas for improvement and innovation.

Customer Value Proposition Innovation:
• Drive innovation in customer value proposition, targeting, and personalization to deliver unique and customized offerings to affluent clients.
• Work closely with business, product and marketing and campaign teams to develop data-driven strategies that enhance customer engagement and satisfaction.

People and Talent Leadership:
• Lead, mentor, and develop a team of analytics professionals, fostering a culture of excellence and continuous improvement.
• Identify talent development needs and implement training programs to enhance team capabilities.

Stakeholder Collaboration:
• Build and maintain strong relationships with internal stakeholders, including wealth management, marketing, and product teams.
• Act as a trusted advisor in analytics, providing expert guidance and support to drive business outcomes.

Innovation and Continuous Improvement:
• Stay abreast of industry trends, best practices and emerging technologies in analytics and wealth management.
• Promote a culture of innovation, continuously seeking opportunities to enhance analytics capabilities and processes.

Qualifications

• Bachelor's degree in Analytics, Statistics, Mathematics, Economics, or related field; advanced degree preferred.
• Experience in analytics, preferably in the financial services industry with a focus on affluent and wealth management.
• Strong analytical skills with the ability to translate data into actionable insights and recommendations.
• Experience in leading and developing a team of analytics professionals.
• Excellent communication and presentation skills with the ability to effectively communicate complex ideas to a non-technical audience.
• Proven track record of driving business results through analytics initiatives.
• Proficiency in data analytics tools and software such as SAS, R, Python, or SQL.