Strategic Growth Analyst

About the job

Datalign is an AI-native organic growth partner for wealth management firms. Our platform uses AI to connect advisors with high-intent consumers and engage their clients to unlock new opportunities. Our modular suite of organic growth solutions are purpose-built for RIAs. Our goal is to revolutionize the financial advisory landscape by offering personalized, scalable solutions through advanced technology and data analytics. In 2022, we launched from Cambridge’s innovation hub with Link Ventures as our lead investor.

Today, we’ve helped over 100,000 Americas with over $80 billion in potential client assets connect with 13,000 trusted advisors.

Are you a consulting professional who thrives on turning complex data into game-changing strategies? Do you get excited about building models that drive real business outcomes? We're looking for a brilliant analytical mind who can design and execute data-driven strategies that help our financial advisory partners achieve predictable, sustained growth. This role is ideal for a former McKinsey, BCG, or Bain consultant (or equivalent) or a recent MBA graduate or advanced degree in finance, economics, or related field or close to graduation with 3–5 years of consulting experience.

Reporting to Business Development, you'll combine strategic thinking, quantitative modeling, and partner-facing leadership to deliver actionable, high-confidence recommendations that transform how our partners grow their businesses. You'll also play an active role in identifying and closing new partnership opportunities, bringing the same analytical rigor to prospecting and outbound sales motion as you do to partner strategy.

This is an in-person role requiring 4 days per week in our Cambridge, MA office. You'll transform complex data into practical growth plans, ensuring partners have clear strategies to improve performance and expand budgets while having fun building something amazing.

We believe work should be engaging and intellectually stimulating - you'll be solving challenging problems that directly impact our partners’ success while working with cutting-edge data and analytics in the financial advisory space.

• Strategic Analytics & Modeling
• Performance Forecasting:
  Build monthly projections, model outcomes, and run sensitivity tests to assess success probabilities.
• Quantitative Analysis:
  Develop financial models and analytical frameworks to uncover growth opportunities.
• Data Translation:
  Turn market and performance data into actionable recommendations that drive partner growth.
• Risk Assessment:
  Identify potential challenges early and design mitigation strategies through analytics.
• Process Optimization:
  Design scalable analytics-driven models for partner success.

• Strategy Alignment:
  Convert analytical insights into executable growth plans tailored to each partner.
• Partner Engagement:
  Build trust and maintain strong relationships with partners through expert guidance.
• Performance Monitoring:
  Track KPIs to identify trends, detect risks early, and adjust strategies in real time.
• Executive Presentations:
  Deliver compelling presentations translating complex analysis into strategic narratives.
• Cross-functional Collaboration:
  
  Work with technical, business, and leadership teams to ensure strategic alignment.

• Proactively identify, prospect, and engage high-fit wealth management firms through outbound sales motion — sourcing leads, crafting tailored outreach, and advancing conversations from first contact to signed partnership.
• Pipeline Ownership:
  Manage a personal pipeline of prospective partners, maintaining accurate forecasting and stage progression in coordination with the Director of Business Development.

• Education & Background:
  Bachelor’s degree required; MBA or advanced degree in finance, economics, or related field strongly preferred. 3–5 years at a top-tier consulting firm (McKinsey, BCG, Bain, or equivalent) with a proven track record in strategy and analytics, OR recent graduate or near graduation with consulting experience.
• Analytical…