Director, Wealth Solution, Data Analytics

Key Responsibilities

Analytics Strategy Development:

• Craft and execute a cutting-edge analytics strategy specifically designed for the affluent market.
• Partner with senior leadership to ensure analytics initiatives are in sync with the company’s overarching goals and objectives.

Opportunity Identification:

• Spearhead the creation of advanced analytical models to pinpoint new opportunities within the affluent market.
• Leverage sophisticated data analytics techniques to reveal trends and insights that inform strategic decisions.

Portfolio Performance Analysis:

• Evaluate portfolio performance metrics to generate actionable insights that drive balance and revenue growth.
• Track and report key performance indicators, pinpointing areas ripe for improvement and innovation.

Customer Value Proposition Innovation:

• Lead the charge in innovating customer value propositions, targeting, and personalization to offer unique and tailored solutions to affluent clients.
• Collaborate closely with business, product, marketing, and campaign teams to formulate data-driven strategies that boost customer engagement and satisfaction.

Innovation and Continuous Improvement:

• Stay at the forefront of industry trends, best practices, and emerging technologies in analytics and wealth management.
• Foster a culture of innovation, relentlessly pursuing opportunities to upgrade analytics capabilities and processes.

Ideal Candidate

• Educational Background: Bachelor's degree in Analytics, Statistics, Mathematics, Economics, or a related field; an advanced degree is preferred.
• Industry Experience: Proven experience in analytics, ideally within the financial services sector, with a focus on affluent and wealth management.
• Analytical Expertise: Exceptional analytical skills with a strong ability to convert data into actionable insights and strategic recommendations.
• Leadership: Demonstrated experience in leading and mentoring a team of analytics professionals.
• Communication Skills: Outstanding communication and presentation abilities, capable of conveying complex ideas to a non-technical audience effectively.
• Results-Driven: A successful track record of leveraging analytics initiatives to drive business outcomes.
• Technical Proficiency: Proficiency in data analytics tools and software such as SAS, R, Python, or SQL.

Skills and Experience

• Data Analytics
• Data analytics tools and software
• Presentation skills
• Data Visualization tools and software
• Affluent Customer and Wealth Management
• Data Science