Head of Participant Sales & Advice Analytics
About The Position
The Head of Participant Sales & Advice Analytics will lead a high performing analytics team supporting the Participant Education & Sales and Advice Operations analytics functions. They will be technical and strategic, work in close partnership with sales and product leaders to design and measure cross-channel activation strategies, and support data-informed decisions for the organization. They are responsible to deliver actionable insights, advanced analytics, and strategic recommendations that drive growth and efficiencies for the organization. The ideal candidate brings deep expertise in sales analytics within a consumer financial services context, strong leadership capabilities, and a consultative approach to influence business strategy and execution. They thrive in emerging spaces, bring structure to ambiguity, and deliver high-impact analytics solutions.
Requirements
- 10+ years experience in Analytics with progressive leadership
- Experience leading teams in Sales Analytics
- Expert level executive level stakeholder management and presentation
Responsibilities
- Lead Analytics Strategy: Serve as a strategic partner to senior leadership, translating complex data into clear narratives. Define and execute the vision for sales & advice operations analytics, aligning with business goals and priorities.
- Team Leadership: Hire, manage and mentor a team of analysts, fostering a culture of curiosity, collaboration, and continuous learning. Set performance goals and manage the team in alignment with HR policies.
- Stakeholder Engagement: Serve as a trusted advisor to marketing and business leaders, influence and inform strategy and planning decision making.
- Performance Measurement & Optimization: Oversee the development of measurement frameworks, dashboards, and KPIs to evaluate sales and product effectiveness across channels.
- Advanced Analytics: Apply statistical modeling, machine learning, and experimentation (e.g., A/B testing) to improve targeting, personalization, and ROI. Collaborate with COE teams to enhance predictive capabilities and automation.
- Data Infrastructure: Collaborate with data engineering and IT to ensure scalable, secure, and accessible data pipelines and tools.
- Innovation & Trends: Stay current on analytics trends, tools, and technologies, and champion their adoption where appropriate.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
