The Director of Data Analytics will help lead the FP&A and data analytics strategy for the wealth management business, transforming client, advisor, operational, and financial data into actionable insights that improve growth, advisor productivity, and business performance. This role will partner closely with advisory, investment, operations, technology, compliance, and finance team members to build scalable reporting, strengthen data governance, and advance a more data-driven organization. The Director will help build scalable reporting frameworks for billable client assets and firm-level performance benchmarking. This position will be an integral contributor to the company’s FP&A and data analytics. This reports to the VP of FP&A and Data Analytics. This role can be located in New York, NY; New Hyde Park, NY; St. Louis, MO
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Job Type
Full-time
Career Level
Director
Number of Employees
1,001-5,000 employees