Platform Analytics Consultant

Analytics Product Ownership

Act as Product Owner for platform analytics solutions; maintain and prioritize backlog, and translate business needs into technical requirements, and technical requirements to business stakeholders.

Define and track KPIs for platform adoption, utilization, and engagement impact.

Lead business scenario planning, collaborate on & refine solution prototyping, and assist in technical and business documentation.

Assess and sequence overall platform analytics efforts by evaluating business needs, data availability, UX/CX priorities, and opportunity impact.

Identify and align competing analytics priorities across platforms, uncover cross-platform synergies to measure and develop KPIs, and ensure cohesive product roadmap planning in close collaboration with product managers.

Collaborate with cross-functional partners (Wealth Center, Product Managers, IT, Operations) to align insights with business strategy and translating insights into technical requirements with IT team members.

Analyze user data to identify enhancement opportunities across PWM technology stack.

Support UAT, rollout, and communication of analytics tools.

Design and deliver impactful dashboards and reporting tools using Snowflake, PowerBI, and SQL.

Partner with IT to enhance platform data pipelines; ensure data is consumable, trusted, and actionable.

Identify automation opportunities across current reporting processes.

Serve as SME and internal evangelist for platform analytics capabilities.

Translate complex data insights and technical topics into business-friendly communications.

Support training and enablement across Wealth Solutions Group, Wealth Center partners, and business leaders.

Bachelor's degree required; advanced analytics or technical focus preferred.

Series 7/66 licensing within the first year required.

Minimum of 3 years in analytics, product management, or related fields preferred.

Proficiency in PowerBI, SQL, and Snowflake; proficiency in Python preferred.

Familiarity with cloud architecture (e.g., Snowflake) and scalable data solution deployment.

Strong storytelling skills—able to connect data to action in compelling ways.

Experience in technology-enabled business transformation or fintech/wealth tech preferred.

Excellent communication and interpersonal skills.

Ability to manage multiple projects and meet deadlines.

Experience with data visualization tools and techniques.

Ability to work independently and as part of a team.