Director, Business Line Strategy and Analytics - Private Wealth
Milwaukee 815 Water, United States
USD 137K-236K Executive-level Full Time
Tasks
- Align business line strategy with company strategy
- Conduct market research to develop strategies
- Develop business processes with business line leaders
- Direct project teams and external consultants
- Lead planning for portfolio purchases and expansions
- Monitor KPI creation and delivery
- Partner with corporate finance and FP and A on financial reporting and analysis
- Prepare reporting on KPIs for customer acquisition retention and profitability
- Translate analytical insights into business recommendations
Perks/Benefits
- Colleague resource groups
- Employee Volunteer Time
- Employee stock purchase plan
- Insurance benefits
- Investment benefits
- Loan benefits
- Paid time off
- Parental leave
- Pension plans
- Personal banking benefits
- Professional development and advancement
- Retirement savings (401k)
- Well-being programs
Skills/Tech-stack
Business Analytics | Cross-functional | Cross-functional project management | Data Analysis | Data summarization | Financial Planning and Analysis | Financial Reporting | Financial planning | KPI Reporting | Market Research | Planning and analysis | Project Management | R | Requirements Gathering | SAS | SQL | Stakeholder management | Strategy development
Education
N/A
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