Vice President, Manager of Advisor & Servicing Desktop Analytics

About the Company

Diverse financial services firm & investment bank

Industry
Financial Services

Type
Public Company

Founded
2000

Employees
10,001

Categories

• Financial Services
• Finance
• Banking
• Wealth Management
• Banking & Mortgages
• Asset Management
• Investment Banking
• Investment Management
• Venture Capital
• Consulting & Professional Services
• B2B
• Business
• Corporations
• JPMorgan Chase
• Currencies
• New York City
• Economics
• Insurance
• Credit

Specialties

• Consumer & Community Banking
• Corporate and Investment Bank
• Asset Management
• Private Banking
• and Commercial Banking

Business Classifications

• B2B

About the Role

The Company is seeking an Analytics Manager to join their team. The successful candidate will be at the forefront of utilizing data and technology to enhance the tools that support financial advisors in their client interactions. This role is pivotal in the transformation of data into valuable insights that drive business innovation. The Analytics Manager will be responsible for establishing an analytic roadmap to improve the productivity of field advisors, leveraging AI and machine learning to build new tools, and partnering with research and design teams to enhance the client experience. A key aspect of the role is the ability to manage a team of quantitative analysts and data scientists, applying a range of analytic techniques to solve complex business problems, and effectively influencing senior stakeholders.Applicants for the Analytics Manager position at the company should have a proven track record in managing high-performing quantitative analysts and data scientists, with a focus on analytics and machine learning for employee tools. The role requires a unique blend of technical skills and storytelling, as well as the ability to apply analytic techniques to business challenges. Experience in implementing AI and machine learning solutions, particularly in the financial services industry, is essential. The ideal candidate will have a background in data science within a financial services or consulting environment, and a deep understanding of the evolving wealth management market. Strong communication, presentation, and leadership skills are a must, along with the ability to navigate the organizational landscape and influence stakeholders at all levels.

Hiring Manager Title
Head of Product & Experience Analytics

Travel Percent
Less than 10%

Functions

• Legal
• Finance