About The Position

The Self‑Directed Marketing Analytics team is seeking a Lead Analyst to deliver data‑driven insights that shape marketing strategy and fuel growth across Personal Wealth Marketing. The analyst will closely partner with Marketing, Martech, Analytics, Data Science, and Data Engineering stakeholders to define and execute an analytics roadmap, translate complex business questions into rigorous analysis, and drive clear, actionable recommendations that influence decision‑making. The Lead Analyst will play a key role in high‑visibility initiatives, including the Flagship launch, Digital Twins, and Hyper‑Personalization efforts. The ideal candidate brings deep analytical expertise, proven consultative skills, structured problem‑solving skills, and the ability to clearly communicate insights to non‑technical audiences while influencing and driving partner adoption of recommendations.

Requirements

  • Minimum of five years related work experience.
  • Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

  • Graduate degree preferred.
  • Deep analytical expertise
  • Proven consultative skills
  • Structured problem-solving skills
  • Ability to clearly communicate insights to non-technical audiences
  • Ability to influence and drive partner adoption of recommendations

Responsibilities

  • Partner with stakeholders to understand business objectives and analytical needs.
  • Translate business requirements into structured analytical approaches and lead projects through completion.
  • Proactively identify opportunities where analytics can improve business outcomes.
  • Contribute to special projects and initiatives as needed.
  • Acquire, integrate, and analyze structured and unstructured data, ensuring data quality, accuracy, and analytical integrity.
  • Perform advanced analysis of historical and campaign data to identify trends, drivers, and opportunities.
  • Drive analytic insights through regression, experimentation and other advanced analytics techniques.
  • Develop subject matter expertise in areas such as audience targeting, client journey analytics, campaign analysis, marketing channels, and content performance.
  • Create clear, actionable visualizations and presentations that translate insights into business actions.
  • Own and maintain recurring dashboards, reports, and analytic processes.
  • Promote best practices and continuous improvement in analytics tools and methodologies.
  • Document processes and share learnings across the team.
  • Serve as a subject matter expert within the analytics organization.
  • Collaborate with Marketing, Customer Experience Design (CXD), Engineering, and Finance partners to deliver integrated insights.
  • Participate in cross-divisional data initiatives and support resolution of data and operational challenges.
  • Deliver clear and timely updates to stakeholders.
  • Develop high-quality PowerPoint presentations to communicate analysis insights and recommendations to stakeholder audiences.

Benefits

  • Hybrid working model
  • Enhanced flexibility
  • In-person learning, collaboration, and connection
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