The Expertise We’re Looking For

• 7+ years working in Data and or Analytics
• Foundational understanding of visual design principles.
• 1+ Years in a Distribution Function (Call Center, Investor Center, Operations, Wealth Management) preferred.
• Bachelor’s degree required; Master’s degree preferred
• Strong project management skills; experience managing multiple projects across multiple partners in an agile environment
• Prior experience presenting insights to peers, managers and/or executives
• Expert level experience in data analytics, data visualization and data prep using agile tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, Domo, AtScale, Salesforce.
• Basic knowledge of CRM, Call Center Metrics, or Process Management Tools.
• Prior basic experience or a strong desire to learn AI, Predictive Analytics and Machine Learning concepts
• Prior people leadership or coaching expertise.

The Purpose of Your Role

The Director, Data Analytics & Insights works within our Distribution Analytics Team to provide meaningful insights on how our business is performing.    On a typical day, you’ll be interacting with our Field Leaders and headquarters peers but also partnering with technology and data teams to help move work forward.   You’ll collaborate with our data and reporting teams to represent our needs on a wide range of projects ranging from business performance monitoring, big data use cases, compensation and scorecards and ad hoc analytics. 

The Skills You Bring

• You thrive in an environment where data is abundant
• You have expert level skills in data visualization and data storytelling.
• You understand how to turn data into insights which drive actions
• You have the ability to work with agility and creativity among large data sets
• You are comfortable testing different approaches and tools to uncover insights
• You have a knack for sharing insights in a succinct, easily understandable way that adds value to the consumer.
• You are always scanning for the best approach on how to leverage and work with our data
• You believe that quality and scale are critical to anything that you build.
• You value pace over perfection but understand the appropriate time and place for both approaches.