Data Intelligence is responsible for transforming Wealth Management data into actionable intelligence that improves advisor effectiveness, client service, operational efficiency, and business decision-making. Working closely with business and technology partners, this role identifies opportunities where data can drive measurable outcomes and develops reusable intelligence capabilities that can be leveraged across analytics, applications, and AI. The successful candidate embraces a data-as-a-product mindset, building scalable, trusted, and well-governed intelligence solutions that deliver long-term value.
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Job Type
Full-time
Career Level
Senior