Client Analytics Strategy Lead (Hybrid)

Manulife; Toronto; Hybrid; CAD 74,000 - 123,000; Full time

Job summary

Manulife Bank seeks a Business Strategic Insights – Client Analytics Lead to deepen understanding of priority client and advisor segments and to develop an analytics-driven value proposition. You will work with Data & Insights, Product, and Distribution to deliver segmentation frameworks and profiling analyses that identify growth opportunities and enhance the client experience.

The ideal candidate has a strong background in customer analytics within financial services, 3–5 years of experience,

Qualifications

• Post-secondary education in Business, Economics, Statistics, Mathematics, or a related quantitative field
• Prior experience in customer analytics, client segmentation, or strategic consulting within financial services or banking
• Demonstrated ability to translate complex data into clear, actionable insights for senior stakeholders
• 3–5 years of experience in customer analytics, client segmentation, or business analysis
• Strong proficiency in Excel and Power BI for data analysis, reporting, and visualization (VLOOKUP, Pivot Tables, DAX)
• Customer Segmentation & Profiling Expertise – Hands-on experience designing segmentation models using behavioral, demographic, and transactional data
• Strategic Thinking & Insight Generation – ability to structure problems and translate results into forward-looking recommendations
• Executive Communication & Storytelling – ability to present analytical findings to senior audiences
• Cross-Functional Collaboration & Influence – work across Distribution, Product, Marketing, and Client Experience

Responsibilities

• Develop and maintain robust segmentation and profiling frameworks to identify valuable client and advisor segments
• Design analytics-driven insights to refine Manulife Bank's value proposition for priority segments
• Partner with analytics to design and maintain segment performance dashboards and reporting tools
• Translate complex analyses into executive-level presentations for leadership and partners
• Analyze lifecycle patterns and engagement trends to identify retention risks and cross-sell opportunities
• Scope and execute strategic analytics projects from problem definition to implementation support
• Ensure compliance with regulatory requirements and data governance standards
• Collaborate with Product, Distribution, Marketing to align insights with strategy
• Support personalization initiatives and channel optimization using segmentation analytics
• Participate in strategic planning with business leaders and cross-functional teams
• Assure privacy and risk controls in analyses and reporting

Skills

Customer analytics

Segmentation

Data visualization

Excel

Power BI

Education

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

Tools

SQL

Python

Job description

Manulife Bank seeks a Business Strategic Insights – Client Analytics Lead to deepen understanding of priority client and advisor segments and to develop an analytics-driven value proposition. You will work with Data & Insights, Product, and Distribution to deliver segmentation frameworks and profiling analyses that identify growth opportunities and enhance the client experience.

The ideal candidate has a strong background in customer analytics within financial services, 3–5 years of experience,