Sr Data & Analytics Consultant

Principal Financial Group•Charlotte, NC

35d•$106,400 - $167,200•Hybrid

About The Position

We're looking for a Sr Data & Analytics Consultant to join our Principal Asset Management team! In this role, you'll serve as a strategic partner and trusted advisor, helping stakeholders identify and solve complex business problems through data-driven insights and advanced analytics. You'll consult with asset management leaders to uncover opportunities where data, analytics, and AI can accelerate business outcomes, ensuring all initiatives align with the broader asset management strategy. By transforming anecdotal feedback into measurable metrics, you'll demonstrate the tangible business value of analytics solutions. Additionally, you'll lead and prioritize a portfolio of analytics projects, orchestrate delivery, and provide thought leadership to drive scalable, sustainable solutions that enable smarter decision-making across the organization. You'll have the opportunity to: Drive Transformation: Lead strategic consulting and delivery to turn core data and analytics insights into comprehensive solutions that improve operations and deliver measurable results Align Strategy and Execution: Connect data, analytics, technology, and business objectives; ensure work aligns with the Asset Management business strategy while actively engaging in strategic discussions to clarify scope, prioritize deliverables, and document requirements Champion Customer Success: Manage stakeholder relationships through lifecycle planning, timely interventions, and business reviews to ensure progress and address roadblocks Portfolio and Value Management: Oversee portfolio reporting, roadmaps, and scorecards; influence prioritization, resource allocation, and quantify business value of initiatives by turning anecdotal feedback into measurable data Enable Agile Delivery: Establish and coach agile practices, lead ceremonies, and maintain feedback loops to accelerate scalable, sustainable solutions Consult and Innovate: Partner with Asset Management stakeholders to identify business problems through data and analytics, advise on how teams can use AI-driven solutions, and adapt tactics to shifting strategies while leading multiple priorities in a fast-paced environment Advance Analytics and Reporting: Collaborate with data science teams for modeling support; build dashboards and visualizations (e.g., Tableau) to measure success, influence decisions, and enable teams to scale Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.

Requirements

Bachelor's degree or equivalent experience. Studies related to statistics/mathematics, engineering, predictive analytics, or data science is a plus
5+ years of related analytics, consulting, project management experience preferred
Deep understanding of business operations and practices to align decisions with customer needs and deliver tailored solutions
Ability to identify root causes, synthesize complex data, and develop effective, business-driven solutions
Skilled in using technologies and statistical methods to evaluate performance, support decisions, and lead complex data projects
Proven ability to provide technical and business guidance across the enterprise, establish credibility, and influence stakeholders at all levels
Comfortable leading multiple priorities in a fast-paced, dynamic environment; adept at adjusting tactics to evolving strategies
Ability to translate large datasets and anecdotal feedback into actionable insights and measurable business value
Inspires trust, fosters alignment, and drives work forward through active listening and strategic engagement

Nice To Haves

Financial services/asset management industry experience
Data & analytics tooling (AWS, model tooling, Snowflake)
Marketing technology tooling (Salesforce)
GenAI tooling

Responsibilities

Lead strategic consulting and delivery to turn core data and analytics insights into comprehensive solutions that improve operations and deliver measurable results
Connect data, analytics, technology, and business objectives
Ensure work aligns with the Asset Management business strategy while actively engaging in strategic discussions to clarify scope, prioritize deliverables, and document requirements
Manage stakeholder relationships through lifecycle planning, timely interventions, and business reviews to ensure progress and address roadblocks
Oversee portfolio reporting, roadmaps, and scorecards
Influence prioritization, resource allocation, and quantify business value of initiatives by turning anecdotal feedback into measurable data
Establish and coach agile practices, lead ceremonies, and maintain feedback loops to accelerate scalable, sustainable solutions
Partner with Asset Management stakeholders to identify business problems through data and analytics
Advise on how teams can use AI-driven solutions, and adapt tactics to shifting strategies while leading multiple priorities in a fast-paced environment
Collaborate with data science teams for modeling support
Build dashboards and visualizations (e.g., Tableau) to measure success, influence decisions, and enable teams to scale

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

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