Director, Wealth Management Client Analytics

Director, Wealth Management Client Analytics

Location:

Jersey City, NJ

Compensation: $170-215k base + bonus

Candidates must be local; 5 days onsite per week

US Citizens/GC Holders only

• Lead and provide actionable analytics to support sales leaders, product managers and marketing leaders
• Define and evolve client segmentation frameworks across channels, including prioritization models and engagement strategies for sales and marketing teams
• Identify emerging opportunities to improve distribution effectiveness through data, automation, AI-enabled insights, and advanced analytics
• Co-own and enhance next best action tools and supporting field enablement resources to improve sales effectiveness and client engagement
• Conduct complex research and analysis by integrating diverse internal and external data sources; apply appropriate methodologies and deliver clear, actionable insights
• Contribute to the design and execution of the client master and broader analytics roadmap, identifying opportunities to drive growth and improve commercial outcomes
• Develop and evaluate audience segmentation, campaign targeting, product commercialization efforts, and execution effectiveness using data-driven approaches
• Partner with Data and Technology teams to enhance client master data, improve data workflows, and inform scalable data architecture solutions
• Own and deliver strategic projects end-to-end - from problem definition through solution design and implementation - with clear measurable business impact
• Apply deep expertise in first-party transactions, asset, opportunity and activity data to generate actionable insights that inform sales and distribution strategies
• Foster data literacy, transparency, and KPI-driven decision-making across the sales organization

• 10+ years of experience in analytics, data strategy, or business intelligence within asset management or financial services, with strong preference for wealth management intermediary experience
• Proven ability to partner with field sales, platform relationship leaders, and portfolio specialists to translate business needs into clear technical requirements and impactful solutions
• Demonstrated leadership in distribution-focused initiatives and client insight strategies, particularly across model portfolios, SMAs, and alternative investment products
• Strong understanding of wealth management distribution models, advisor channels, and commercialization strategies
• High ownership, accountability, and execution focus
• Ability to translate data into business decisions
• Excellent analytical, communication, and stakeholder management skills
• Expertise in predictive analytics, machine learning, generative AI use cases, AI-enabled insights, or advanced analytics methodologies is strongly preferred
• Knowledge of Snowflake, cloud data platforms, modern analytics infrastructure, and data governance frameworks strongly preferred
• Data analytics and storying boarding expertise
• Deep expertise in client segmentation and operationalization of segmentation
• Familiarity with CRM platforms and sales enablement ecosystems
• Proficiency in data analysis and database queries (SQL, Snowflake, AWS, PYTHON)
• Proficiency in Microsoft Office (Excel, PowerPoint)
• Deep understanding of data and analytics platforms