Senior Growth Strategy Analyst

Socket.dev; Dallas (TX); On-site; USD 106,000 - 141,000; Full time

Benefits offered by this job

Health insurance

Paid time off (PTO)

401(k) plan

Parental leave

Flexible spending accounts

Job summary

Cetera Financial Group in Dallas, TX seeks a Senior Growth Strategy Analyst to aggregate data from enterprise sources, build advanced financial models, and deliver insights that drive growth, analytics, and operational efficiency. You will design semantic views and models in Snowflake, develop agentic analytics with Cortex and Claude, and create dashboards that inform leaders and executives.

This role requires 5+ years in data analytics, strong SQL, expert Excel modeling, familiarity with data

Qualifications

• Minimum 5 years in data analytics with SQL proficiency for aggregating datasets.
• Strong Excel modeling skills including advanced functions and scenario modelling.
• Experience with semantic views/models (Snowflake Cortex Analyst, dbt semantic layer) and data mesh concepts.
• Experience prototyping agentic AI solutions (Snowflake Cortex Agents, Claude-based, or Copilot Studio).
• Proficiency with visualization tools like Tableau and Snowflake Streamlit.

Responsibilities

• Aggregate data from multiple sources to produce advanced analytics and insights for senior leaders.
• Design and maintain Snowflake semantic views/models exposing growth metrics.
• Develop agentic analytics solutions using Cortex Analyst/Search/Agents for natural-language self-service.
• Build Claude and Copilot Studio agents integrated with Snowflake/Salesforce for automated reporting.
• Contribute to data mesh by defining data products and governance for Growth domain.
• Build advanced financial models in Excel to support strategic decisions.
• Translate business outcomes into data/reporting requirements and partner with stakeholders.
• Create dashboards and reports (Tableau, Snowflake Streamlit) to visualize results and forecasts.
• Automate data collection and reporting with Snowflake Tasks/Streams, Alteryx, and AI orchestration.
• Lead special projects from ideation to executive delivery.

Skills

SQL

Data analytics

Excel modeling

Semantic views/models

Snowflake Cortex

Claude / Copilot Studio

Dashboard tooling

Salesforce

Agentic analytics

Data mesh concepts

Education

Bachelor's degree in Finance/Economics/CS/Data Analytics

Tools

Snowflake

Claude

Copilot Studio

dbt semantic layer

Tableau

Snowflake Streamlit

Alteryx

Salesforce

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.

#LI-Hybrid

About Us

What we give you in return:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group (Cetera) is a leading network of independent retail broker‑dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

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