Strategic Data Analyst for Wealth Distribution

Yoh, A Day & Zimmermann Company; Boston (MA); Hybrid; USD 67,653 - 96,638; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision Benefits

401K Retirement Savings Plan

Health Savings Account (HSA)

Job summary

Yoh, A Day & Zimmermann Company is seeking a Lead Distribution Analyst to join their Wealth Distribution Enablement Team. This role focuses on onboarding new distribution partners, leveraging data to guide decisions, and ensuring operational readiness across wealth channels.

The ideal candidate will possess over 5 years of relevant experience in wealth distribution and will engage with senior stakeholders to provide insights that support business growth. Benefits include medical, dental, vision, and 401K options.

Qualifications

• 5+ years of experience in Global and or U.S. wealth distribution.
• Strong understanding of investment data and operational requirements.
• Ability to translate operational insights into commercial recommendations.

Responsibilities

• Lead the end-to-end strategy for onboarding new distributors.
• Coordinate operational setup across selling agreements and compliance.
• Serve as a liaison between internal teams and external partners.

Skills

5+ years of experience in Global and or U.S. wealth distribution enablement

Experience with FA Data packs

Strong understanding of Global and or U.S. wealth channels

Excellent communication skills

Strong analytical, organizational and project-management capabilities

Tools

Broadridge

SS&C

Job description

Yoh, A Day & Zimmermann Company is seeking a Lead Distribution Analyst to join their Wealth Distribution Enablement Team. This role focuses on onboarding new distribution partners, leveraging data to guide decisions, and ensuring operational readiness across wealth channels.

The ideal candidate will possess over 5 years of relevant experience in wealth distribution and will engage with senior stakeholders to provide insights that support business growth. Benefits include medical, dental, vision, and 401K options.