Digital Client Experience Analyst
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home.
Base salary: $69,500–$118,000 per year for Maryland, Colorado, Washington, and remote workers. Other listed ranges are $76,500–$130,000 for Washington, D.C., and $87,000–$148,000 for New York and California.
Company
is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Analyze advisor behavior and digital experience performance using Adobe Analytics, Adobe Customer Journey Analytics, Qualtrics, and other data sources.
- Build dashboards, reporting, and performance metrics that support business and leadership decisions.
- Translate quantitative and qualitative data into recommendations that improve advisor engagement, satisfaction, and operational efficiency.
- Evaluate login, registration, onboarding, and service journeys to identify digital experience improvements.
- Partner with product owners, UX, technology, sales support, and operations teams to define requirements, write user stories, prioritize enhancements, and support Agile delivery.
- Conduct testing and user acceptance activities, monitor advisor feedback, troubleshoot issues, and communicate insights and project progress.
Requirements
- Bachelor’s degree or equivalent combination of education and relevant experience.
- 2+ years of experience in digital analytics, client experience, product analysis, marketing analytics, or a related discipline.
- Experience with Adobe Analytics, Adobe Customer Journey Analytics, Qualtrics, or similar platforms.
- Experience developing dashboards and performance reports.
- Strong analytical, problem-solving, critical-thinking, written, and verbal communication skills.
- Experience collaborating with technology, product, operations, and business stakeholders.
Nice to have
- Experience in wealth management, financial services, advisor, or intermediary distribution businesses.
- Experience with Agile delivery, user stories, testing, and user acceptance validation.
- Experience analyzing client journeys and digital experience performance.
- Knowledge of customer experience measurement and voice-of-client programs.
Culture & Benefits
- Hybrid work schedule with up to one day per week from home.
- Annual bonus eligibility and a retirement plan.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
- Inclusive workplace focused on collaboration, diversity, and equal opportunity.
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