About the role
The Role
The Wealth Management Client Analytics Director is a strategic analytics leader responsible for shaping and advancing the analytics vision across the Wealth Management distribution ecosystem. This role partners closely with wealth field sales leadership, Strategic Relationship Group (platforms), marketing, product, and senior management to drive data-informed commercial strategy, client engagement, and business growth.
The Director will lead the evolution of analytics from reporting and measurement toward predictive, actionable, and scalable intelligence that directly influences distribution strategy, advisor engagement, campaign effectiveness, and commercialization outcomes.
This individual serves as the connective tissue across client, product, engagement, transaction, and sales activity data—translating complex information into business insights, strategic recommendations, and embedded workflows that improve decision-making and accelerate growth.
While the role is initially focused on execution and cross-functional integration, the ideal candidate will demonstrate the leadership capability, strategic orientation, and business acumen to evolve into a broader data and analytics leadership role over time.