Digital Business Insights Analyst

Job Summary

A company is looking for a Wealth Management Business Insights Analyst.

Key Responsibilities

• Develop and deliver digital metrics, reports, and visualized dashboards for decision making
• Guide stakeholders through KPI discovery to ensure metrics align with business priorities
• Analyze and present internal and external data to derive actionable insights

Required Qualifications

• Bachelor's Degree in Business Analytics, Information Systems, Computer Science, Statistics, Engineering, or related field
• 0-3 years of broker/dealer or RIA experience is required
• 5-7 years of overall digital analytics experience is required
• Expertise in advanced analytical tools and methodologies
• Experience in delivering insight solutions based on analyses and dashboards