Senior Manager, Wealth Solutions Strategy and Analytics
Jobgether · United States
- On site
- Full-time
- United States
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About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Manager, Wealth Solutions Strategy and Analytics based in the United States.
This is a high-visibility opportunity for an analytical professional to help shape strategic decisions within a growing wealth management organization.
You will transform complex business data into actionable insights that improve client experiences, operational performance, and growth strategies.
The role combines financial analysis, business intelligence, modeling, and strategic problem-solving to support leaders and advisors.
You will work closely with cross-functional teams to identify opportunities, measure performance, and drive continuous improvement.
This position is ideal for someone who enjoys asking deeper questions, uncovering trends, and turning analysis into meaningful recommendations.
You will have direct exposure to senior leadership while contributing to initiatives that help deliver better outcomes for clients and teams.
Accountabilities
As a Senior Manager, Wealth Solutions Strategy and Analytics, you will support strategic decision-making by analyzing business performance, developing models, and translating data into recommendations that drive growth and operational effectiveness. You will partner with leaders across the organization to identify opportunities, improve processes, and deliver insights that support long-term business objectives.
The ideal candidate will have strong analytical, modeling, and communication skills, with experience working in demanding environments where data-driven recommendations influence business decisions. You should be intellectually curious, comfortable working with senior stakeholders, and able to move from analysis to action.
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
This is a high-visibility opportunity for an analytical professional to help shape strategic decisions within a growing wealth management organization.
You will transform complex business data into actionable insights that improve client experiences, operational performance, and growth strategies.
The role combines financial analysis, business intelligence, modeling, and strategic problem-solving to support leaders and advisors.
You will work closely with cross-functional teams to identify opportunities, measure performance, and drive continuous improvement.
This position is ideal for someone who enjoys asking deeper questions, uncovering trends, and turning analysis into meaningful recommendations.
You will have direct exposure to senior leadership while contributing to initiatives that help deliver better outcomes for clients and teams.
Accountabilities
As a Senior Manager, Wealth Solutions Strategy and Analytics, you will support strategic decision-making by analyzing business performance, developing models, and translating data into recommendations that drive growth and operational effectiveness. You will partner with leaders across the organization to identify opportunities, improve processes, and deliver insights that support long-term business objectives.
- Analyze client segmentation, revenue performance, and relationship trends to identify growth opportunities and improve retention strategies.
- Evaluate operational data, including capacity, workload distribution, demand trends, and service performance, to identify improvement opportunities.
- Build and maintain analytical models that support workforce planning, resource allocation, strategic initiatives, and performance measurement.
- Translate complex business questions into structured analytical frameworks, clear insights, and actionable recommendations.
- Develop executive-level presentations and communicate findings through concise narratives supported by data.
- Monitor key business metrics related to client retention, revenue growth, and operational effectiveness while identifying risks and opportunities.
- Support strategic initiatives designed to improve advisor productivity, client experience, and business performance.
- Collaborate with business intelligence teams to enhance reporting capabilities and identify opportunities for improved data utilization.
- Contribute to special projects and strategic priorities requiring analytical rigor, adaptability, and independent problem-solving.
- Use modern analytical approaches, including AI-enabled tools, to accelerate research, analysis, and decision-making.
The ideal candidate will have strong analytical, modeling, and communication skills, with experience working in demanding environments where data-driven recommendations influence business decisions. You should be intellectually curious, comfortable working with senior stakeholders, and able to move from analysis to action.
- Bachelor’s degree required, preferably in finance, economics, business, mathematics, or another analytical discipline.
- 2-4 years of experience in a rigorous analytical environment such as private equity, investment banking, management consulting, strategy, analytics, or a high-growth business environment.
- Strong financial and analytical modeling skills, including the ability to build models from scratch and evaluate assumptions.
- Ability to analyze large and complex datasets and translate findings into clear business recommendations.
- Strong written and verbal communication skills with the ability to present insights to senior audiences.
- Advanced proficiency in Excel and PowerPoint.
- Comfort using AI tools to support research, analysis, and synthesis.
- Experience with SQL, Python, Power BI, Tableau, or other data visualization tools is a plus.
- Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced environment.
- Intellectual curiosity, collaborative mindset, and willingness to continuously learn.
- Ability to work effectively in a team-oriented environment with a focus on improvement and measurable impact.
- Competitive base salary range of $127,500-$150,000 USD, depending on location, experience, skills, and qualifications.
- Eligibility for incentive compensation programs.
- Comprehensive health benefits, including medical, dental, and vision coverage.
- Company-paid basic life insurance, accidental death and dismemberment insurance, and disability coverage.
- Health Savings Account options with company contributions.
- Flexible spending accounts and dependent care savings programs.
- 401(k) retirement plan with employer matching options and traditional and Roth plan choices.
- Generous paid time off program and 14 company-paid holidays.
- Paid parental leave and family support benefits.
- Adoption assistance reimbursement program.
- Employee assistance resources and concierge services for personal and family needs.
- Pet insurance options.
- Access to financial planning guidance and wealth management resources.
- Remote work flexibility with support for a professional home office environment.
- Opportunities for professional growth and development within a collaborative organization.
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.