Client Analytics Manager

• Lead analytical work streams shaping go-to-market strategy, client segmentation, campaign targeting, sales coverage, advisor opportunity identification, and field execution measurement
• Use data and analytics to influence strategic decision making, prioritize commercial opportunities, and recommend actions improving sales effectiveness
• Lead development of actionable dashboards, data products, and business intelligence solutions
• Work with foundational data, sophisticated analysis, and emerging analytics capabilities to support distribution goals
• Frame ambiguous business questions into structured analytical approaches
• Work with financial transaction data and shape data infrastructure for scalable, trusted analytics
• Operate in a consulting-oriented capacity across problem definition, stakeholder management, solution design, technical translation, delivery planning, and executive-ready communication
• Lead analyses of sales, ownership, client, and market data to define business problems, uncover opportunities, and recommend actions
• Own and advance components of the sales analytics roadmap
• Define, monitor, and measure client segmentation, campaign targeting, sales coverage, advisor prioritization, and strategy execution
• Develop and manage projects from problem definition through solution design, implementation, communication, and adoption
• Partner with Distribution, Marketing, Product, Data Science, and Technology teams to design dashboards, data products, and automated insights
• Build trusted relationships with Distribution leaders, sales consultants, product specialists, and stakeholders to influence data-driven decision making

• 5+ years of experience developing actionable insights and applying data analytics in a corporate, consulting, financial services, asset management, or sales enablement setting
• Demonstrated ability to lead analytical work streams, manage stakeholders, and convert business questions into scalable analytics solutions
• Experience with financial transaction data, client analytics, sales analytics, marketing analytics, or the Asset Management industry
• Experience partnering with sales leaders, consultants, product teams, technology partners, and data teams to translate business needs into technical requirements, analytical solutions, and practical adoption plans
• Commercial curiosity and ability to connect insights to measurable outcomes
• Strong problem-solving and quantitative skills
• Ability to balance technical depth with practical application in a sales environment
• Ability to articulate the  so what  and  now what  for business partners
• Comfort working in an agile, test-and-learn, iterative environment with shifting priorities and ambiguous business questions
• Superior relationship building, communication, executive presence, and ability to influence stakeholders across functions
• Strong project management and organizational skills
• Undergraduate or advanced degree in a quantitative, business, finance, economics, analytics, statistics, mathematics, operations research, computer science, or related discipline
• Advanced coursework, certifications, or demonstrated experience in analytics, database management, data visualization, data engineering, machine learning, or financial markets is preferred

Demonstrates expertise in data analytics, financial transaction data, and client segmentation to drive strategic decision-making and sales effectiveness. Proven ability to lead analytical work streams, manage stakeholder relationships, and develop actionable insights through advanced analytics and business intelligence solutions.

• Data Analytics
• Financial Transaction Data
• Client Segmentation
• Sales Analytics
• Project Management

• Data Visualization
• Database Management
• Machine Learning
• Quantitative Analysis
• Statistical Analysis

• Problem-Solving
• Communication
• Relationship Building
• Executive Presence
• Organizational Skills

• Advanced Coursework in Analytics
• Certifications in Data Visualization

• Asset Management
• Sales Enablement
• Consulting
• Financial Services
• Marketing Analytics

• Business Intelligence Solutions
• Dashboards
• Data Products
• Agile Methodologies
• Data Engineering