Analytics Program Manager at Grimes & Company Wealth Management, LLC

Westborough, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

0.0

Posted On

05 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytics Program Management, Project Management, Data Warehousing, BI Tools, SQL, Analytics Concepts, ETL Tools, Data Modeling, Cloud-Based Data Platforms, Salesforce Financial Services Cloud CRM, Stakeholder Alignment, Operational Excellence, Risk Mitigation, Change Management, Communication Skills, Organizational Skills

Industry

Investment Management

Description

Description Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced Analytics Program Manager to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. About the Role The Analytics Program Manager plays a critical role in building and scaling Grimes’ Data & AI function by overseeing a portfolio of analytics and data platform initiatives aligned to enterprise business objectives. This role is responsible for program-level planning, prioritization, governance, and delivery, while applying strong project management discipline to ensure initiatives are executed effectively, on time, and with clear accountability. Serving as a strategic connector between business leaders, technical teams, and external partners, the Analytics Program Manager manages interdependencies across initiatives, drives execution rigor, and ensures consistent delivery across the data and analytics roadmap. The role blends program leadership with hands-on project management skills, emphasizing outcomes, stakeholder alignment, and operational excellence. NOTE: This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA Key Responsibilities Own and manage the analytics program roadmap, overseeing multiple, related initiatives across data warehousing, BI reporting, ETL infrastructure, and analytics enablement. Define program and project-level plans, including scope, milestones, timelines, dependencies, risks, and success metrics. Apply strong project management practices to drive execution, including task tracking, issue resolution, risk mitigation, and delivery forecasting. Coordinate and govern interdependent initiatives, ensuring alignment across teams, vendors, and stakeholders. Lead cross-functional project meetings, status reviews, and planning sessions to maintain momentum and accountability. Partner with business leaders to translate enterprise needs into prioritized initiatives and executable delivery plans. Provide clear, executive-ready reporting on program and project status, risks, dependencies, and outcomes. Oversee analytics and reporting initiatives to ensure solutions meet business requirements, quality standards, and delivery commitments. Manage rollout and adoption of Data & AI capabilities by coordinating launch plans, training, enablement, and change management activities. Establish feedback loops and post-implementation reviews to assess results and drive continuous improvement. Promote best practices in program governance, project delivery standards, documentation, and communication across the Data & AI function. Requirements 5–7 years of experience in analytics program management, project management, or data-focused delivery roles. Proven experience managing multiple concurrent initiatives while maintaining strong project-level execution. Demonstrated ability to define scope, manage timelines, track dependencies, and mitigate delivery risks. Strong organizational and prioritization skills with the ability to manage multiple workstreams simultaneously. Excellent interpersonal and communication skills, with the ability to interact with senior, non-technical stakeholders and technical teams. Working knowledge of data warehousing, BI tools (e.g., Tableau), SQL, and analytics concepts. Experience with ETL tools, data modeling, or cloud-based data platforms preferred but not required. Experience working with Salesforce Financial Services Cloud CRM preferred but not required. Benefits We offer a comprehensive benefits package including: 401(k) retirement plan Health insurance Dental insurance Vision insurance Flexible spending accounts Health savings account Life insurance Disability insurance Employee assistance program Paid time off Parental leave Flexible hybrid work schedule Why Join Us? Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways. Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized. Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

Responsibilities

The Analytics Program Manager oversees a portfolio of analytics and data platform initiatives aligned with business objectives, ensuring effective execution and delivery. They manage interdependencies across initiatives and drive program-level planning and governance.