Director, Business Analytics & Insights

Robertson & Company Ltd.; Toronto; On-site; CAD 170,000 - 230,000; Full time

Benefits offered by this job

Modern HQ location within walking from

Paid Professional Designations

Employee Savings Plan (ESP)

Paid Time Off for Volunteering

Opportunity to shape enterprise-wide (

analytics strategy and influence exec

Job summary

Robertson & Company Ltd. is seeking a Director of Business Analytics & Insights to lead analytics strategy and transform data into actionable business insights across sales, operations, marketing and client engagement.

You will guide a high-performing analytics team and partner with senior leaders to influence decisions and drive growth. The role emphasizes data governance, KPI frameworks, executive dashboards, and adoption of modern analytics tools to improve advisor engagement, sales

Qualifications

• 10+ years of progressive experience in business analytics, BI, data strategy, or insights leadership.
• Proven experience leading analytics teams and delivering strategic insights to executive stakeholders.
• Strong background partnering with sales, operations, marketing, and client-facing business units to drive measurable business outcomes.
• Experience developing and managing KPI frameworks, performance scorecards, executive dashboards, and business reporting solutions.
• Demonstrated expertise leveraging analytics to improve advisor engagement, sales effectiveness, client acquisition, retention, and operational performance.
• Experience presenting complex data findings and strategic recommendations to senior executives and business leaders.
• Strong understanding of business intelligence platforms, data visualization tools, analytics solutions, and data governance best practices.
• Experience collaborating with technology, data engineering, and data management teams to improve data quality, accessibility, and reporting capabilities.

Responsibilities

• Lead enterprise analytics strategy across sales, operations, marketing, and client engagement.
• Oversee a high-performing team of analysts and develop talent.
• Partner with senior leaders to deliver data-driven recommendations.
• Develop KPI frameworks, dashboards and reporting solutions.
• Promote adoption of modern analytics tools and practices.
• Champion a data-driven culture and ensure data integrity.

Skills

Analytics leadership

Stakeholder management

KPI frameworks

Executive dashboards

Data governance

Data visualization

Cross-functional collaboration

Team development

Strategic thinking

Data storytelling

Education

Bachelor's degree in Business/Analytics

Advanced degree preferred

Tools

Business intelligence platforms

Job description

Client

One of Canada's largest non-bank wealth and asset management firms, known for mutual funds, portfolio management, financial advisory services, and supporting financial advisors and institutional investors across North America.

Position Overview

The Director, Business Analytics & Insights is a strategic leadership role responsible for driving enterprise-wide analytics capabilities and transforming data into actionable business insights across sales, operations, marketing, and client engagement functions. This individual will lead the organization's analytics strategy, oversee a high-performing team of analysts, and partner with senior leaders to deliver data-driven recommendations that improve business performance, operational effectiveness, and client outcomes.

The Director will serve as a trusted advisor to executive leadership, leveraging advanced analytics, performance measurement, and business intelligence to support strategic decision-making. This role will oversee the development of KPI frameworks, dashboards, and reporting solutions while driving the adoption of modern analytics tools and best practices across the organization.

Working closely with Sales, Operations, Marketing, Technology, Data Engineering, and Executive Leadership teams, the Director will champion a data-driven culture, ensure the integrity and accessibility of critical business data, and identify opportunities to optimize advisor engagement, sales performance, client retention, operational efficiency, and overall business growth.

What You Will Bring

• 10+ years of progressive experience in business analytics, business intelligence, data strategy, or insights leadership, preferably within wealth management, asset management, banking, or financial services.
• Proven experience leading and developing high-performing analytics teams and delivering strategic insights to executive stakeholders.
• Strong background partnering with sales, operations, marketing, and client-facing business units to drive measurable business outcomes.
• Experience developing and managing KPI frameworks, performance scorecards, executive dashboards, and business reporting solutions.
• Demonstrated expertise leveraging analytics to improve advisor engagement, sales effectiveness, client acquisition, retention, and operational performance.
• Experience presenting complex data findings and strategic recommendations to senior executives and business leaders.
• Strong understanding of business intelligence platforms, data visualization tools, analytics solutions, and data governance best practices.
• Experience collaborating with technology, data engineering, and data management teams to improve data quality, accessibility, and reporting capabilities.
• Degree in Business, Analytics, Mathematics, Statistics, Computer Science, Economics, or a related discipline. Advanced degree considered an asset.

Compensation

$170,000 - $230,000 + Bonus and Benefits

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Paid Time Off for Volunteering
• Opportunity to shape enterprise-wide analytics strategy and influence executive decision-making
• High visibility role partnering directly with senior leadership across the organization

Robertson & the clients we represent value diversity and are committed to creating an inclusive workplace.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.