Data & Analytics Person

53 Stations; New York (NY); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Hybrid work NYC

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Parental leave

Equity via Carta

401k with match

Flexible PTO

Holidays

Estate planning

Job summary

Wealth.com is seeking a Senior Data & Analytics Product professional to partner with the product team, defining sharp success metrics and delivering dashboards. You will dive into our transformation and reporting platforms to improve self-service through AI and traditional dashboards, while delivering ad hoc analyses to guide product development.

The role focuses on building metrics, analyzing usage and revenue data, and providing insights to senior leadership to inform strategic decisions.

Responsibilities

• Develop and maintain key performance metrics and dashboards to track success metrics across our product
• Analyze product usage and revenue data to identify trends, opportunities, and areas for improvement
• Accelerate AI self-service in our intelligence layer: Omni and Amplitude
• Research and implement best practices to enhance AI reporting accuracy and reliability
• Provide actionable insights to senior leadership and business stakeholders to inform decision-making
• Refine ambiguous questions and generate new insights through a deep understanding of the data, our customers, and our business
• Ability to translate technical and quantitative analyses into digestible and actionable recommendations

Job description

About Wealth.com

Wealth.com is the industry's leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company's Best Workplaces for Innovators!

Role Overview

As a Senior Data & Analytics Person, Product, you will partner with our product team to strengthen data-informed decision making by defining sharp success metrics. You will dive deep into our transformation and reporting platforms to improve self-service through AI and traditional dashboards, while also delivering ad hoc analyses to guide product development.

What You'll Do

• Develop and maintain key performance metrics and dashboards to track success metrics across our product
• Analyze product usage and revenue data to identify trends, opportunities, and areas for improvement
• Accelerate AI self-service in our intelligence layer: Omni and Amplitude
• Research and implement best practices to enhance AI reporting accuracy and reliability
• Provide actionable insights to senior leadership and business stakeholders to inform decision-making
• Refine ambiguous questions and generate new insights through a deep understanding of the data, our customers, and our business
• Ability to translate technical and quantitative analyses into digestible and actionable recommendations

What You'll Bring

• 4+ years of experience in analytics or strategic role at a technology company
• Strong SQL and dbt skills
• Prior experience with Omni (or similar BI tools)
• Understanding of SaaS business models and product metrics
• Very strong organizational skills
• Strong communication skills
• Experience optimizing context for and output of AI analytical systems

Benefits & Perks

• Hybrid work arrangement in New York City (3x a week)
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.