updated 25 days ago
Asset & Wealth Management, Wealth Management Product Manager (Analytics), Analyst - Dallas, TX
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Job description
Text:
TL;DR
Wealth Management Product Manager (Analytics), Analyst (Adobe Analytics/Tableau): Building product analytics, dashboards, and data visualizations for digital wealth management products with an accent on customer journey analysis, data capture, and governance. Focus on translating business requirements into analytics specifications, integrating client data sources, and using actionable insights to guide product and business decisions.
Location: Dallas, TX, United States
Company
is a global investment banking, securities, and investment management firm providing wealth management and financial planning services.
What you will do
- Build and maintain product analytics, dashboards, and data visualizations using Adobe Analytics and Tableau.
- Analyze trends, patterns, and customer behavior across online and mobile experiences.
- Translate business requirements into analytics specifications and ensure accurate data capture.
- Integrate data sources with Product, Marketing, Technology, and other cross-functional teams.
- Manage the data platform product backlog and support continuous product innovation.
- Optimize data systems and frameworks while contributing to data governance and maturity initiatives.
Requirements
- Bachelor’s degree in Data Analytics, Business Analytics, Mathematics, Statistics, or a related technical field.
- At least 2 years of experience analyzing diverse data, particularly online and mobile customer experiences.
- Experience with web analytics software, such as Adobe Analytics, and tag implementation.
- Proficiency with SQL, R, and/or Python for working with large datasets and multiple databases.
- Experience creating data visualizations with Tableau or Qlik.
- Strong communication, problem-solving, interpersonal, and stakeholder management skills.
Culture & Benefits
- Access to training and professional development opportunities.
- Firmwide employee networks and diversity and inclusion initiatives.
- Benefits supporting wellness and personal finance.
- Mindfulness programs and reasonable accommodation during the recruitment process.
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