Are you a seasoned leader who thrives at the intersection of Analytics and the Investments domain? Join us as the Senior Manager of Brokerage and Investments Analytics, where you will lead a team of experienced analysts supporting the Brokerage and Investments division within Personal Investor. In this influential role, you will partner closely with the Brokerage and Investments business, helping to shape their strategy through robust data analysis, actionable insights, and a forward-thinking approach. This role will partner with executives in the Trade, Sec Lending, Brokerage Ops, Education Savings, and Investment Product departments. The ideal candidate brings proven success in building and guiding Analytics teams, transforming them into critical partners for business leadership. This role requires a leader with a deep technical background and prior experience as a data analyst, with a proven track record of applying forecasting and modeling approaches to solve business problems. If you’re a proactive professional with exceptional stakeholder management, communication, and technical acumen, we invite you to apply and help us drive data-driven success in Personal Investor.

QUALIFICATIONS:

• Minimum of eight years related work experience.
• Consultative approach with business functional and technical skills with Validated experience in building and delivering data & analytics products and insights.
• Technical experience with Python, SQL, Tableau (predictive analytics and dashboards)
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

• Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Leads all aspects of a team of advanced data analysts as they work with key partners to understand business strategy, questions and goals. Provides sponsorship and subject-matter-expertise to ensure the successful completion of a portfolio of strategic data projects.
• Leads team of analysts as they and deliver presentations that translate analytic insights into tangible, actionable solutions for business partners to implement. Provides expert consulting to build recommendations that incorporate an understanding of both the business unit’s operational goals and the analytics skills, tools, data and processes to achieve them. Presents findings to senior leadership.
• Collects, analyzes, and communicates statistics related to daily business operations. Uses findings to develop processes, procedures, and workflows to improve operational efficiency.
• Develops and maintains strong internal and external relationships in order to manage cross-departmental and cross-divisional data projects and coordinates the resolution of operational problems and issues.
• Assists in developing short and long-term initiatives for department to align with business strategies. Participates in business planning activities and develops budgets to resolve feasibility and resource needs.
• Supports team’s continuous development to advance their technical skills, and to stay informed of industry innovations in analytics and tools.
• Defines internal and/or external suite of products and custom and scalable analyses to meet stakeholders’ needs for information and insights. Researches and applies industry standard processes and market trends.
• Participates in special projects and performs other duties as assigned.