Director, Data Analytics

Focus Partners Wealth; New York (NY); Hybrid; USD 160,000 - 210,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Director of Data Analytics to lead FP&A and analytics strategy for its wealth management business. You will transform client, advisor, operational, and financial data into insights that drive growth and productivity.

The role partners with advisory, investment, operations, technology, compliance and finance to build scalable reporting and governance frameworks. The position reports to the VP of FP&A and Data Analytics and offers hybrid work from New York City

Qualifications

• Bachelor’s degree in a quantitative field.
• 7–10 years of data analytics experience in a large environment.
• Proficiency in SQL, Python/R and BI tools.

Responsibilities

• Lead dashboards, KPI reporting, ad hoc analysis and BI.
• Partner across disciplines to improve data quality and governance.
• Deliver reporting on client trends, segmentation, productivity, profitability and retention.
• Navigate data warehouse integration with ERP and other platforms.
• IdentifyPredictive analytics and AI opportunities to improve automation.
• Drive self-service analytics adoption and data literacy.
• Establish standards for governance, data quality and privacy.

Skills

SQL

Python/R

BI tools

Leadership

Communication

Education

Bachelor’s degree in data science, statistics, finance, computer science, or related field

Tools

Tableau

Power BI

Snowflake

Databricks

Azure

Synapse

Workday ERP

Adaptive Planning

Job description

## Director, Data AnalyticsApplyremote type: Partially Remotelocations: New York, New York: New Hyde Park, New Yorktime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100032**Job Description Summary:**The Director of Data Analytics will help lead the FP&A and data analytics strategy for the wealth management business, transforming client, advisor, operational, and financial data into actionable insights that improve growth, advisor productivity, and business performance. This role will partner closely with advisory, investment, operations, technology, compliance, and finance team members to build scalable reporting, strengthen data governance, and advance a more data-driven organization. The Director will help build scalable reporting frameworks for billable client assets and firm-level performance benchmarking. This position will be an integral contributor to the company’s FP&A and data analytics efforts and reports to the VP of FP&A and Data Analytics. This position can be based out of the following locations on a hybrid basis; New York, New York or New Hyde Park, New York**Job Description:****Primary Responsibilities:*** Help build and develop a high-performing finance data analytics team responsible for dashboards, KPI reporting, ad hoc analysis, business intelligence, and advanced analytics.* Partner across all business disciplines to improve data quality, establish common definitions, and enable trusted analytics across CRM, portfolio reporting systems and billing systems.* Deliver meaningful reporting across client trends, segmentation, productivity, profitability, and retention metrics.* Navigate the firm's data warehouse capabilities, ensuring clean integration of data to our Enterprise Resource Planning (ERP) system and other reporting platforms.* Identify and implement opportunities to use predictive analytics and AI to improve process automation.* Drive adoption of self-service analytics tools, data literacy, and a culture of evidence-based decision-making across the finance organization.* Establish strong standards for governance, date quality, and privacy to support regulatory, risk, and audit requirements.## ## **Qualifications:*** Bachelor’s degree in data science, statistics, finance, computer science, or a related quantitative field* 7 to 10 years of progressive experience in data analytics in a large and complex environment* Proficiency in SQL, Python/R, and BI tools (Tableau, Power BI, or similar)* Excellent communication, collaboration, and leadership skills, with the ability to explain complex analyses to non-technical audiences.* Demonstrated understanding and experience in financial services* Familiarity with cloud data platforms (Snowflake, Databricks, Azure, Synapse).* Familiarity with Workday ERP and Adaptive Planning* Experience implementing predictive analytics, machine learning, or self-service analytics programs in a regulated environmentThis position is an exempt position. The annualized base pay range for this role is expected to be between $160,000 - $210,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. **EEO Statement**: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]