Head of Analytics & Insight Strategy

Cetera Financial Group; United States; On-site; USD 180,000 - 240,000; Full time

Job summary

Cetera Financial Group is seeking a Head of Analytics to lead a combined traditional and advanced analytics function. You will shape the analytics vision, oversee BI and self-service reporting, and drive predictive insights through data science initiatives.

You will mentor a diverse analytics team, partner with executives and technology, embed analytics in CRM and planning tools, and track KPIs like adoption, revenue uplift, and data quality.

Qualifications

• 10+ years in analytics with leadership experience.
• Experience in BI, data visualization, and statistical analysis.
• Experience leading analytics organizations in traditional BI and advanced data science.

Responsibilities

• Define and execute the analytics vision and roadmap to support strategic and operational priorities.
• Oversee traditional analytics capabilities, including business intelligence, dashboarding, and self-service reporting.
• Lead advanced analytics initiatives using statistical modeling to deliver predictive and prescriptive insights.
• Mentor analytics talent; grow a robust, diverse team with clear development and succession plans.
• Engage senior leadership and board stakeholders; drive cultural change to embed insights in decision-making.
• Define business cases, pricing models, and go-to-market strategy for advisor or client-facing data products.
• Partner with advisor channels and internal stakeholders to operationalize insights within CRM, planning tools, and client workflows.
• Track KPIs: adoption rates, revenue uplift, cost savings, retention, and data quality improvements.
• Lead in governance councils, participate in M&A, regulatory forums, and other strategic initiatives.
• Represent analytics in enterprise governance forums and strategic initiatives (including M&A and regulatory reporting).
• Serve as a trusted advisor to executives, translating complex insights into clear, actionable narratives.

Skills

Leadership

Strategic thinking

Communication

Mentorship

Stakeholder management

Change management

Tools

Power BI

Tableau

Python

R

SQL

Cloud platforms

Job description

Cetera Financial Group is seeking a Head of Analytics to lead a combined traditional and advanced analytics function. You will shape the analytics vision, oversee BI and self-service reporting, and drive predictive insights through data science initiatives.

You will mentor a diverse analytics team, partner with executives and technology, embed analytics in CRM and planning tools, and track KPIs like adoption, revenue uplift, and data quality.