Senior Analyst, Client Insights & Sales Analytics
About the Role
You will ingest, clean, and structure large datasets to make data available for downstream analytics. You will support and refine the Snowflake environment and data pipelines, design and build Tableau dashboards, and develop predictive and diagnostic analyses to surface commercial opportunities. You will identify and fix data quality and process issues and provide ongoing analytical coverage to support sales decisions.
Requirements
- 3–6 years in data analytics, data science, or analytics engineering within asset management, wealth management, fintech, or financial services
- Strong proficiency in SQL and Python or R, with experience working across large, complex datasets
- Experience building or supporting data pipelines in Snowflake or similar cloud data environments
- Ability to design clear, actionable dashboards and visuals in Tableau
- Familiarity with advisor, platform, custodial, or ETF/industry flow data
- Strong analytical judgment with the ability to translate data into concise business insights
- Detail-oriented approach with a focus on accuracy, documentation, and process improvement
- Experience with vendor datasets or prior support of sales, distribution strategy, CRM analytics, or client insights is a plus
- Knowledge of ETFs or intermediary distribution channels preferred
Responsibilities
- Ingest, clean, and structure large datasets
- Support and refine the Snowflake data environment and pipelines
- Build target lists, segmentation logic, and advisor-level insights
- Explore client and sales behavior and develop predictive or diagnostic analyses
- Build dashboards and analytical tools in Tableau
- Identify data quality or process issues and implement fixes
- Provide ongoing analytical coverage and contribute to workflows