5 дней назад
Client Analytics Manager (Asset Management)
130 000 - 135 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Analytics Manager (Asset Management): Leading analytical workstreams that shape go-to-market strategy, client segmentation, campaign targeting, sales coverage, and field execution measurement with an accent on scalable analytics solutions, business intelligence, and financial transaction data. Focus on building dashboards and data products, translating ambiguous commercial questions into structured analysis, and influencing sales effectiveness through trusted insights.
Location: Atlanta, Georgia, United States; hybrid work with at least four full days per week in an office
Salary: $130,000–$135,000 base per year in New York, NY, plus incentive pay; total compensation varies by skills, experience, and location.
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Lead analyses of sales, ownership, client, market, and financial transaction data to identify commercial opportunities and recommend actions.
- Advance the sales analytics roadmap across client segmentation, campaign targeting, sales coverage, advisor prioritization, and strategy execution.
- Build and manage dashboards, data products, automated insights, and business intelligence solutions using Tableau, Power BI, Excel, SQL, Snowflake, AWS, and Python.
- Own analytical projects from problem definition and solution design through implementation, communication, and adoption.
- Partner with Distribution, Marketing, Product, Data Science, and Technology teams to translate business needs into scalable analytical solutions.
- Build relationships with senior Distribution leaders and stakeholders to influence data-driven decision making and sales effectiveness.
Requirements
- 5+ years of experience developing actionable insights and applying data analytics in corporate, consulting, financial services, asset management, or sales enablement settings.
- Experience leading analytical workstreams, managing stakeholders, and converting business questions into scalable analytics solutions.
- Experience with financial transaction data, client analytics, sales analytics, marketing analytics, or asset management.
- Strong quantitative, problem-solving, communication, relationship-building, executive presence, and project management skills.
- Ability to balance technical depth with practical application, articulate business implications, and work in an agile environment with ambiguous questions.
- Undergraduate or advanced degree in a quantitative, business, finance, economics, analytics, statistics, mathematics, operations research, computer science, or related discipline.
Nice to have
- Advanced coursework, certifications, or demonstrated experience in database management, data visualization, data engineering, machine learning, or financial markets.
- Asset management industry experience.
Culture & Benefits
- Builder-oriented Distribution Intelligence team operating with a startup-like mindset inside a global investment firm.
- Hybrid workplace model requiring at least four full days per week in an office.
- Flexible paid time off and parental leave benefits.
- Health and wellbeing benefits, employee stock purchase plan, and 401(k) matching of 100% up to the first 6% with a discretionary supplemental contribution.
- Cross-functional work with sales, marketing, product, data science, and technology teams.
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