Client Analytics & Segmentation Lead

Société Financière Manuvie

Toronto

Hybrid

CAD 74,000 - 123,000

Full time

3 days ago
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Job summary

Manuvie is seeking a Business Strategic Insights - Client Analytics Lead to deepen understanding of priority client and advisor segments and develop an analytics-driven value proposition for Manulife Bank. You will collaborate with Data & Insights, Product, and Distribution to deliver segmentation frameworks, profiling analyses, and strategic insights that drive growth and enhance advisor productivity.

The ideal candidate has a strong background in customer analytics within financial services,

Qualifications

  • Post-secondary education in Business, Economics, Statistics, Mathematics or related field.
  • 3-5 years in customer analytics, client segmentation, or business analysis.
  • Ability to translate data into actionable insights for senior stakeholders.
  • Proficiency in Excel and Power BI for analysis and visualization.

Responsibilities

  • Develop segmentation and profiling frameworks using behavioral and transactional data.
  • Design analytics to refine value propositions for priority segments.
  • Create segment dashboards and reporting tools with timely, accurate data.
  • Translate analyses into executive-ready insights and presentations.
  • Analyze lifecycle, engagement, and migration to identify retention and cross-sell opportunities.
  • Lead strategic analytics projects from problem to recommendations.
  • Ensure compliance with FCAC/OSFI and data governance.
  • Collaborate with Product, Distribution, Marketing to align insights with business needs.

Skills

Customer analytics
Client segmentation
Executive communication
Storytelling
Excel
Power BI
SQL
Python

Education

Post-secondary education in Business, Economics, Statistics, Mathematics

Tools

Excel
Power BI
SQL
Python

Job description

Manuvie is seeking a Business Strategic Insights - Client Analytics Lead to deepen understanding of priority client and advisor segments and develop an analytics-driven value proposition for Manulife Bank. You will collaborate with Data & Insights, Product, and Distribution to deliver segmentation frameworks, profiling analyses, and strategic insights that drive growth and enhance advisor productivity.

The ideal candidate has a strong background in customer analytics within financial services,

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