Requirements

• Bachelor's degree in Marketing, Business, Analytics, Statistics, Finance, or related field.
• 7+ years of marketing, business, or data analytics experience.
• Experience developing KPI frameworks, executive dashboards, and reporting programs.
• Strong analytical and data visualization skills with Excel and tools such as SQL, Power BI, Tableau, Python, or R.
• Knowledge of marketing analytics, attribution, ROI, funnel metrics, and executive reporting.
• Experience translating complex data into business insights and recommendations.
• Familiarity with CRM, MarTech, and web analytics platforms (Salesforce, Marketo, Google Analytics, etc.).
• Experience with predictive modeling, segmentation, A/B testing, and data governance.
• Strong stakeholder management and cross-functional collaboration skills.

Preferred

• Master's degree in a related field.
• Experience with Snowflake, Databricks, Azure, Power BI, Tableau, Salesforce, or similar platforms.
• Financial services, wealth management, or advisor marketing experience.
• Experience analyzing brand health, social media, earned media, and competitive intelligence.

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind