Senior Growth Strategy Analyst

Cetera Financial Group Inc; Dallas (TX); On-site; USD 106,000 - 141,000; Full time

Job summary

Cetera Financial Group Inc seeks a Senior Growth Strategy Analyst to aggregate data from diverse sources, build advanced financial models, and deliver insights that accelerate growth and efficiency for the Growth Organization.

You will design semantic views on Snowflake, develop agentic analytics with Cortex, Claude, and Copilot Studio, and automate reporting integrated with Salesforce and Tableau. A data-mesh approach and executive-ready storytelling are central to the role.

Qualifications

• Bachelor's degree in finance, economics, CS, data analytics, or related field.
• Minimum 5 years of experience in data analytics with intermediate-to-advanced SQL for aggregating and automating datasets.
• Minimum 5 years of experience building financial models in Excel with advanced functions, dynamic arrays, Power Query, and scenario modeling.
• Hands-on experience developing semantic views/models (Snowflake Cortex Analyst, dbt semantic layer, or equivalent) and understanding data mesh principles.
• Experience building or prototyping agentic AI solutions (Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents) with prompt design and grounding on governed data.
• Intermediate experience with Tableau and Snowflake's Streamlit for visualization.
• Working knowledge of Salesforce and building custom reporting solutions.
• Comfort in learning new tooling like Airtable and emerging AI platforms.
• Proven ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.

Responsibilities

• Aggregate data from across the firm to produce analytics, insights, and data stories for senior leaders.
• Design, build, and maintain Snowflake semantic views/models exposing Growth metrics to business and AI users.
• Develop agentic analytics solutions in Snowflake using Cortex Analyst, Cortex Search, and Cortex Agents for self-service querying.
• Build Claude and Copilot Studio agents integrated with Snowflake and Salesforce for automated reporting and ad-hoc data requests.
• Contribute to data mesh by defining domain data products, ownership, and governance standards for Growth.
• Build advanced financial models in Excel (forecasting, scenario analysis, advisor economics, ROI) for strategic decisions.
• Serve as a trusted data resource, translating business needs into data and reporting requirements.
• Create dashboards and reporting (Tableau, Snowflake Streamlit) to visualize results for leaders.
• Automate data collection, reporting, and distribution with Snowflake Tasks/Streams, Alteryx, and AI orchestration.
• Support special projects from ideation through executive delivery.

Skills

SQL

Excel

Data analytics

Snowflake

Tableau

Salesforce

AI tooling

Communication

Education

Bachelor's degree in data analytics

Tools

Snowflake Cortex Analyst

dbt semantic layer

Tableau

Salesforce

Snowflake

Claude

Microsoft Copilot Studio

Job description

The Senior Growth Strategy Analyst will aggregate data from disparate enterprise sources, build advanced financial models, and deliver insights that spearhead growth initiatives, advanced analytics, and operational efficiencies in support of the Head of Growth Operations and the broader Growth Organization. This analyst will sit at the intersection of business strategy and modern data/AI tooling — leveraging agentic development on Snowflake, Claude, and Microsoft Copilot Studio, alongside semantic views and data mesh architecture, to scale how leaders consume and act on data.

What You Will Do

• Identify, collect, and analyze data from across the firm to produce advanced analytics, business insights, and data stories for senior leaders and team members.
• Design, build, and maintain Snowflake semantic views and semantic models that expose governed Growth Operations metrics (AUM, AUA, NNA/NNS, advisor productivity, attrition) to business and AI consumers.
• Develop agentic analytics solutions in Snowflake using Cortex Analyst, Cortex Search, and Cortex Agents — including verified query libraries — to enable natural-language self-service for Growth leaders.
• Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad-hoc data requests.
• Contribute to the firm's data mesh architecture by defining domain-aligned data products, ownership, and quality standards for the Growth domain, ensuring interoperability with Finance, Advisor Services, and Operations.
• Build and maintain advanced financial models in Excel (forecasting, scenario/sensitivity analysis, advisor economics, growth ROI) to support strategic decisions.
• Serve as a trusted data resource across the team on projects varied in scope and complexity, partnering with stakeholders to translate business outcomes into data and reporting requirements.
• Develop presentations, dashboards, and reporting (Tableau, Snowflake’s Streamlit) that visualize results, recommendations, and forecasts for business group leaders and department heads.
• Automate data collection, reporting, and distribution wherever possible using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration.
• Support special projects and firm-wide initiatives as needed, often acting as the analytical lead from ideation through executive delivery.

What You Need to Have

• Bachelor's degree in finance, economics, computer science, data analytics, or a related field — or equivalent experience.
• Minimum 5 years of experience in data analytics, including the ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics.
• Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
• Hands‑on experience developing semantic views / semantic models (Snowflake Cortex Analyst, dbt semantic layer, or equivalent) and a working understanding of data mesh principles (domain ownership, data products, federated governance).
• Experience building or prototyping agentic AI solutions — for example, Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents — including prompt design, tool/skill orchestration, and grounding agents on governed data.
• Intermediate experience with visualization and reporting tools such as Tableau and Snowflakes Streamlit
• Working knowledge of Salesforce and building custom reporting solutions (reports, dashboards, custom report types).
• Comfort learning new tooling such as Airtable and emerging AI platforms.
• Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.

What's Nice to Have:

• Knowledge or experience in the wealth management industry.
• Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns.
• Experience integrating LLM-based agents with enterprise systems (Snowflake, Salesforce, Microsoft Teams).
• Exposure to Python, Snowpark, or notebook-based analytics.
• Strong attention to detail and problem-solving skills.
• Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment.
• Excellent organizational skills and the ability to manage and prioritize a wide range of tasks under tight deadlines.
• Ability to work both independently and collaboratively in a virtual, multi-location team.
• Strong communication skills with the ability to engage multiple internal stakeholder groups, from analysts to executives.
• Advanced-to-expert acumen in MS Excel.

Travel

• Up to 5%

Compensation:

The base salary range for this role in Dallas, TX is $106,000-$141,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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