Director, Strategy and Analytics - Wealth Solutions

Overview

This role supports the Wealth Solutions team as a strategy and analytics professional. You will work closely with operating teams to build clear metrics, establish durable operating rhythms, and implement execution processes that keep decision-ready insights flowing across the organization. You will also lead strategic projects that follow directly from your analysis—moving from insight through implementation.

Responsibilities

• Analyze client segmentation and revenue data to identify trends, inform growth strategy, and uncover opportunities to deepen relationships and improve retention across the Wealth Solutions client base.
• Analyze operational data—including team capacity, workload distribution, wait times, and demand trends—to identify patterns, surface actionable insights, and develop recommendations that drive continuous improvement.
• Build and maintain models that track key operational and capacity metrics, support workforce planning and resource allocation, and measure the effectiveness of strategic initiatives.
• Lead systems and processes that drive successful execution.
• Partner with leaders across Wealth Solutions, Finance, and the Business Intelligence team to translate business questions into analytical frameworks and clear, concise outputs.
• Develop and present well-structured analyses and recommendations to senior leadership, turning complex data into a compelling narrative.
• Monitor client retention, revenue trends, and operational performance metrics; proactively flag risks and opportunities with supporting analysis.
• Lead strategic initiatives from framing through execution to improve advisor productivity, client experience, and revenue growth.
• Collaborate with the Business Intelligence team to leverage existing data infrastructure and identify gaps where new data sources or reporting tools would enhance decision-making.
• Contribute to special projects and strategic initiatives as directed by senior leadership, adapting quickly to evolving priorities.

Requirements

• Bachelor’s degree required; concentration in finance, economics, business, mathematics, or a related analytical field preferred.
• 6+ years’ experience, including 2+ years in a rigorous analytical environment (private equity, investment banking, management consulting, or a strategy/analytics function at a high-growth company).
• Strong financial and analytical modeling skills, including comfort building models from scratch and stress-testing assumptions.
• Ability to synthesize large and complex data sets into clear, actionable insights and recommendations (beyond reporting results—include why and what to do next).
• Excellent written and verbal communication skills, with experience presenting structured, confident, concise analysis to senior audiences.
• Proficiency in Excel and PowerPoint required.
• Comfort leveraging AI tools to accelerate research, analysis, and synthesis (a differentiating asset).
• Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau) is a plus but not required.
• High attention to detail and strong organizational skills; ability to manage multiple workstreams simultaneously in a fast-paced environment.
• Intellectual curiosity and genuine interest in understanding how a wealth management business operates and creates value for clients.
• Comfort working collaboratively in a team-oriented environment, with a bias toward action and continuous improvement.

Preferred Qualifications

• Concentration in finance, economics, business, mathematics, or a related analytical field.
• Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau).

Compensation & Benefits

Base Pay Range: $150,000—$180,000 USD

• Actual base pay within this range will be based on geographic location, relevant experience, education, skills, and licenses/certifications.
• This position is also eligible to earn incentive compensation through one of the employer’s incentive compensation programs.

Benefits include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plan offerings (two High Deductible Health Plans and a Traditional Co-Pay medical plan)
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 company-paid holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for caring needs related to aging parents, young children, and life’s challenges
• 401(k) Retirement Plan with both Traditional and Roth plans, with per-pay-period match and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from employer professionals at preferred employee pricing

Location

• Professional office environment or a dedicated home office workspace which is free of interruptions.
• Travel may be necessary.

Work Schedule & Working Conditions

• Monday through Friday, 8AM to 5PM (availability required during standard business hours).
• Early or late hours may be required at times to meet client and business deadlines.
• Routine sitting and standing for periods of time.
• No heavy lifting over 10 lbs.

Application Deadline

• Initial application deadline: 11/13/2026
• Applications submitted after this date may still be considered on a rolling basis until the position is filled.

Equal Opportunity

Equal opportunity employer; does not discriminate based on characteristics protected by applicable federal, state, or local law. The employer participates in E-Verify and complies with federal employment eligibility verification requirements.

Accommodation

If you need an accommodation during the application or hiring process, request it as part of the accommodation process.