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Director of Wealth Management Analytics

Company: VirtualVocations
Location: Spring
Posted on: April 22, 2025

Job Description:

A company is looking for a Director of Analytics, Wealth Management and Group Retirement.
Key Responsibilities

Collaborate with senior leadership to align analytics with broader strategies
Define and implement key performance indicators and measurement frameworks
Develop dashboards and presentations that translate complex data into actionable insights

Required Qualifications

10+ years in marketing analytics, specifically in Wealth Management or Group Retirement
2+ years of people leadership experience
Strong experience in marketing analytics, segmentation, and service model optimization
Proficiency in SQL, Python, R, and marketing measurement frameworks
Proven ability to build relationships and influence decision-making

Keywords: VirtualVocations, Houston , Director of Wealth Management Analytics, Executive , Spring, Texas

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