Asset & Wealth Management, Marcus Savings, US Commercial Strategy, Associate, Richardson, TX

Goldman Sachs•Richardson, TX

About The Position

The Marcus Savings team is seeking a consumer-centric, analytically minded, creative, and energetic Associate to join the US Commercial Strategy team. The role applies consumer financial services experience and analytical skills to drive analytics strategy, data infrastructure, and model development in support of growth and engagement for Savings and CD products. The Associate analyzes customer and market activity, develops segmentation and lifecycle frameworks, shapes go-to-market strategy, and measures product and marketing performance. The role also analyzes digital customer journeys, designs experiments, and builds analytical tools and machine-learning models for use in acquisition, engagement, retention, pricing, and customer experience. The Associate owns model and reporting work from design through deployment and monitoring, assessing both model accuracy and business impact.

Requirements

3–5+ years of experience with analytics, metrics, modeling, and reporting in financial services; consumer banking preferred.
Bachelor's or advanced degree in a quantitative area such as applied mathematics, statistics, engineering, computer science, or a related discipline.
Experience in customer analytics, including customer profiling, segmentation, and lifecycle analysis, and applying causal-inference methods to measure incremental business impact.
Strong quantitative and analytical skills, with experience working with large datasets and Big Data tools and stacks such as SQL and Hadoop.
Experience with Tableau, Power BI, or similar data-visualization tools.
Ability to understand and recommend improvements to data processes in one or more databases, such as Oracle, Sybase, or Snowflake, to improve the use of data in business decisions.
Experience with customer segmentation and applying appropriate machine-learning techniques, such as regression, classification, clustering, and NLP.
Strong project-management skills; self-driven, able to work independently and cross-functionally.
Ability to communicate and present results effectively, highlighting broader commercial and strategic impact.

Nice To Haves

Consumer banking experience.
Prior experience developing data-driven strategies in a deposits business or with B2C marketing analytics.
Experience with programming languages such as Python.

Responsibilities

Analyze customer profiles, preferences, behaviors, and market activity to inform target segments, product development, and go-to-market strategy.
Use cohort, time-series, and causal-inference methods to identify trends, isolate drivers, and measure incremental impact across marketing, product, pricing, and customer experience.
Build segmentation, lifecycle, and customer lifetime value frameworks for Savings and CD products to improve acquisition quality, engagement, and retention.
Shape go-to-market strategies through opportunity sizing, audience targeting, value propositions, channel strategy, and launch measurement.
Develop dashboards and measurement frameworks to track product and marketing KPIs, operational performance, customer outcomes, and benchmarks.
Analyze digital journeys and conversion funnels, identify friction, and recommend customer-experience improvements.
Design and evaluate A/B tests, multivariate tests, and quasi-experimental analyses to measure statistical significance, incrementality, and acquisition and retention impact.
Build and automate reporting, analytical tools, and machine-learning models for churn, lifetime value, segmentation, and price sensitivity; own design through deployment and monitoring, and measure model accuracy and business impact, including retention, margin, and ROI.