Director, Wealth Management Client Analytics

Open Systems Technologies; Jersey City (NJ); On-site; USD 170,000 - 215,000; Full time

Job summary

Open Systems Technologies in Jersey City, NJ seeks a Director of Wealth Management Client Analytics to lead analytics across sales, product, and marketing. You will define segmentation, drive distribution strategies, and deliver AI-enabled insights using internal and external data.

The role requires 10+ years in analytics within financial services, strong stakeholder management, and expertise in SQL/Snowflake/Python. On-site, full-time with base compensation in the listed range plus bonus.

Qualifications

• 10+ years of analytics, data strategy, or business intelligence experience in financial services, preferably wealth management.
• Proven ability to translate business needs into technical requirements and impactful solutions.
• Strong ownership and execution focus in distribution-focused initiatives and client insights.
• Excellent analytical, communication, and stakeholder management skills.
• Knowledge of predictive analytics, AI use cases, and modern analytics infrastructure is preferred.

Responsibilities

• Lead analytics to support sales, product, and marketing leaders.
• Define and evolve client segmentation frameworks across channels.
• Identify opportunities to improve distribution with data, automation, and AI insights.
• Co-own next best action tools and field enablement resources.
• Conduct complex analyses using diverse data sources and deliver actionable insights.
• Contribute to analytics roadmap and growth initiatives.
• Develop audience segmentation and campaign targeting for product commercialization.
• Partner with Data and Technology teams to improve data workflows and architecture.
• Own end-to-end strategic projects with measurable business impact.
• Apply expertise in first-party transactions and activity data for insights.
• Foster data literacy and KPI-driven decision-making across sales.

Skills

Analytics leadership

Stakeholder management

Data storytelling

Segmentation

Strategic thinking

Communication

Problem solving

Tools

SQL

Snowflake

Python

AWS

CRM platforms

PowerPoint

Excel

Job description

Director, Wealth Management Client Analytics

Location: Jersey City, NJ

Compensation: $170-215k base + bonus

Candidates must be local; 5 days onsite per week

US Citizens/GC Holders only

Responsibilities:

• Lead and provide actionable analytics to support sales leaders, product managers and marketing leaders
• Define and evolve client segmentation frameworks across channels, including prioritization models and engagement strategies for sales and marketing teams
• Identify emerging opportunities to improve distribution effectiveness through data, automation, AI-enabled insights, and advanced analytics
• Co-own and enhance next best action tools and supporting field enablement resources to improve sales effectiveness and client engagement
• Conduct complex research and analysis by integrating diverse internal and external data sources; apply appropriate methodologies and deliver clear, actionable insights
• Contribute to the design and execution of the client master and broader analytics roadmap, identifying opportunities to drive growth and improve commercial outcomes
• Develop and evaluate audience segmentation, campaign targeting, product commercialization efforts, and execution effectiveness using data-driven approaches
• Partner with Data and Technology teams to enhance client master data, improve data workflows, and inform scalable data architecture solutions
• Own and deliver strategic projects end-to-end - from problem definition through solution design and implementation - with clear measurable business impact
• Apply deep expertise in first-party transactions, asset, opportunity and activity data to generate actionable insights that inform sales and distribution strategies
• Foster data literacy, transparency, and KPI-driven decision-making across the sales organization

Qualifications:

• 10+ years of experience in analytics, data strategy, or business intelligence within asset management or financial services, with strong preference for wealth management intermediary experience
• Proven ability to partner with field sales, platform relationship leaders, and portfolio specialists to translate business needs into clear technical requirements and impactful solutions
• Demonstrated leadership in distribution-focused initiatives and client insight strategies, particularly across model portfolios, SMAs, and alternative investment products
• Strong understanding of wealth management distribution models, advisor channels, and commercialization strategies
• High ownership, accountability, and execution focus
• Ability to translate data into business decisions
• Excellent analytical, communication, and stakeholder management skills
• Expertise in predictive analytics, machine learning, generative AI use cases, AI-enabled insights, or advanced analytics methodologies is strongly preferred
• Knowledge of Snowflake, cloud data platforms, modern analytics infrastructure, and data governance frameworks strongly preferred
• Data analytics and storying boarding expertise
• Deep expertise in client segmentation and operationalization of segmentation
• Familiarity with CRM platforms and sales enablement ecosystems
• Proficiency in data analysis and database queries (SQL, Snowflake, AWS, PYTHON)
• Proficiency in Microsoft Office (Excel, PowerPoint)
• Deep understanding of data and analytics platforms