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Vice President, Manager of Advisor & Servicing Desktop Analytics

Plano, TX, United States

Vice President, Manager of Advisor & Servicing Desktop Analytics

About the Company

Diverse financial services firm & investment bank

Industry

Financial Services

Type

Public Company

Founded

2000

Employees

10,001+

Categories

Financial Services

Finance

Banking

Wealth Management

Banking & Mortgages

Asset Management

Investment Banking

Investment Management

Venture Capital

Consulting & Professional Services

B2B

Business

Corporations

JPMorgan Chase

Currencies

New York City

Economics

Insurance

Credit

Specialties

Consumer & Community Banking

Corporate and Investment Bank

Asset Management

Private Banking

and Commercial Banking

Business Classifications

B2B

About the Role

The Company is seeking an Analytics Manager to join their team. The successful candidate will be at the forefront of utilizing data and technology to enhance the tools that support financial advisors in their client interactions. This role is pivotal in the transformation of data into valuable insights that drive business innovation. The Analytics Manager will be responsible for establishing an analytic roadmap to improve the productivity of field advisors, leveraging AI and machine learning to build new tools, and partnering with research and design teams to enhance the client experience. A key aspect of the role is the ability to manage a team of quantitative analysts and data scientists, applying a range of analytic techniques to solve complex business problems, and effectively influencing senior stakeholders.Applicants for the Analytics Manager position at the company should have a proven track record in managing high-performing quantitative analysts and data scientists, with a focus on analytics and machine learning for employee tools. The role requires a unique blend of technical skills and storytelling, as well as the ability to apply analytic techniques to business challenges. Experience in implementing AI and machine learning solutions, particularly in the financial services industry, is essential. The ideal candidate will have a background in data science within a financial services or consulting environment, and a deep understanding of the evolving wealth management market. Strong communication, presentation, and leadership skills are a must, along with the ability to navigate the organizational landscape and influence stakeholders at all levels.

Hiring Manager Title

Head of Product & Experience Analytics

Travel Percent

Less than 10%

Functions

Legal

Finance

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