Join the Client Experience Analytics team and play a pivotal role in advancing two of Advice & Wealth Management’s top strategic priorities: the Signals Program and the Friction Reduction System (FRS). This role is ideal for a creative, self-starting analyst who thrives in a product-oriented environment, brings an owner’s mindset, and is passionate about solving complex problems and anticipating business needs. About the Strategic Programs: • Signals Program: Empowers Relationship Managers and Advisors with personalized, data-driven insights to proactively position products and services aligned with clients’ goals—enhancing engagement and deepening relationships. • Friction Reduction System (FRS): Leverages large language models and advanced analytics to detect, remediate, and prevent client pain points—enabling the business to act on both micro-level issues and macro-level trends to continuously improve the client experience.

JOB DESCRIPTION: ANALYST – CLIENT EXPERIENCE ANALYTICS (SIGNALS & FRICTION REDUCTION)

Join the Client Experience Analytics team and play a pivotal role in advancing two of Advice & Wealth Management’s top strategic priorities: the Signals Program and the Friction Reduction System (FRS). This role is ideal for a creative, self-starting analyst who thrives in a product-oriented environment, brings an owner’s mindset, and is passionate about solving complex problems and anticipating business needs.

About the Strategic Programs:

• Signals Program: Empowers Relationship Managers and Advisors with personalized, data-driven insights to proactively position products and services aligned with clients’ goals—enhancing engagement and deepening relationships.
• Friction Reduction System (FRS): Leverages large language models and advanced analytics to detect, remediate, and prevent client pain points—enabling the business to act on both micro-level issues and macro-level trends to continuously improve the client experience.

QUALIFICATIONS

• Minimum of five years related work experience.
• Stakeholder Management – Drive process maintain client focus Organizational Savvy
• Technical skills – Python, SQL, R, Excell, Tableau, Power BI preferred
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

• Identify and assess new data-driven use cases to uncover impactful opportunities across programs
• Analyze AI-generated and historical data to extract actionable insights and strategic recommendations
• Translate complex analytics into clear, compelling stories that demonstrate business value and engage stakeholders
• Design and maintain frameworks to monitor program health and support continuous improvement
• Collaborate with internal partners to understand business goals and shape analytical project approaches
• Lead end-to-end execution of complex analytics projects, providing guidance and delegating tasks as needed
• Acquire, validate, and manage structured and unstructured data to ensure quality and reliability
• Develop and deliver visualizations and presentations that turn insights into actionable business solutions
• Own and manage recurring reporting and analytics processes
• Mentor and coach peers while contributing to the broader analytics community through training and knowledge sharing
• Support strategic initiatives and participate in special projects as needed