Wealth Management Product Manager (Analytics) (Fintech)

TL;DR

Wealth Management Product Manager (Analytics) (Fintech): Transforming how financial services are delivered and experienced by crafting cutting-edge digital solutions that empower both clients and advisors with an accent on strategic vision and detailed specifications to flawless execution. Focus on intuitive, user-centric design and driven to elevate the client and advisor journey.

Location: Must be based in Albany, New York, United States

Salary: $60,000 - $100,000

Company

hirify.global empowers clients globally to achieve their financial aspirations through advisor-led planning and innovative digital solutions, serving a diverse clientele including ultra-high net worth individuals, corporations, and their employees.

What you will do

• Architect and maintain sophisticated product analytics, dynamic dashboards, and compelling data visualizations using industry-leading tools like Adobe Analytics and Tableau.
• Conduct deep-dive data analysis to reveal critical trends, patterns, and consumer behaviors, translating these discoveries into strategic recommendations.
• Translate intricate business requirements into precise analytics specifications, ensuring flawless data capture and integrity across our suite of digital products.
• Collaborate seamlessly with Product, Marketing, Technology, and other cross-functional teams to integrate diverse data sources, building a comprehensive 360-degree view of client interactions and journeys.
• Critically analyze and optimize existing data systems, processes, and frameworks, playing a key role in shaping robust data governance policies and advancing our data maturity.
• Articulate complex data-driven insights and strategic recommendations with clarity and conviction to a wide range of stakeholders, including senior leadership, directly influencing critical business decisions.

Requirements

• A bachelor’s degree in a quantitative field such as Data Analytics, Business Analytics, Mathematics, Statistics, or a related technical discipline.
• A minimum of 2 years of hands-on experience analyzing diverse data elements, with a strong focus on online and mobile customer experiences.
• Exceptional problem-solving abilities and a robust foundation in data analysis, capable of delivering actionable insights and strategic recommendations that drive data-driven decisions.
• Demonstrated expertise with web analytics software (e.g., Adobe Analytics) and a solid understanding of tag implementation.
• Proficiency in designing, managing, manipulating, and analyzing large datasets from various databases using SQL, R, and/or Python.
• Outstanding communication skills, with the ability to articulate complex performance metrics and insights clearly and concisely to both senior executives and team members.

Culture & Benefits

• Committed to fostering and advancing diversity and inclusion in our own workplace and beyond.
• Ensuring every individual within our firm has a number of opportunities to grow professionally and personally.
• Training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
• Valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.