Senior Manager, Wealth Solutions Strategy and Analytics
Tasks
- Analyze client segmentation and revenue data
- Analyze operational data for patterns and insights
- Build and maintain operational and capacity models
- Collaborate with BI team on data gaps and reporting
- Develop analyses and recommendations for senior leadership
- Execute special projects and strategic initiatives
- Monitor retention revenue trends and operational performance metrics
- Support evaluation of initiatives for productivity client experience and revenue growth
- Support workforce planning and resource allocation
- Translate business questions into analytical frameworks
Perks/Benefits
- 401k match
- Dental insurance
- Employee assistance program
- Family medical leave
- Health insurance
- Health savings account
- Paid Holidays
- Paid parental leave
- Paid time off
- Vision insurance
Skills/Tech-stack
Data Analysis | Excel | Financial Modeling | Power BI | PowerPoint | Python | Revenue Forecasting | SQL | Tableau | Workforce Planning
Education
Bachelor of Engineering | Bachelor of Science | Bachelor of Science in Economics | Bachelor of Science in Finance | Bachelor of Science in Mathematics
Roles
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