Marketing Analytics & Insights Manager

Job Description: The Job/What You’ll Do: As reputed company is hiring a Marketing Insights & Analytics Manager who is passionate about turning reputed company, multi‑reputed company data into clear, actionable insights—and equally skilled at synthesizing qualitative advisor success stories into compelling narratives that drive decisions. You will own the end‑to‑end marketing measurement reputed company, unify data across systems, and present crisp recommendations to senior stakeholders. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are reputed company to our office location in reputed company, CA or Charlotte, NC. Responsibilities: Advisor Segmentation & Predictive Analytics: Define and operationalize customer and advisor segments using behavioral, demographic, psychographic, and lifecycle attributes to improve targeting, personalization, and journey design reputed company, refine, and maintain reputed company‑scoring models (behavioral, engagement‑based, firmographic, and propensity‑to‑convert) using statistical analysis, machine learning techniques, or predictive modeling frameworks to improve conversion and prioritization Partner with Campaign, Sales, and Digital teams to activate segments and scoring models across CRM/automation platforms, ensuring high‑value advisors receive the right message at the right time Quantitative Analytics & Experimentation: reputed company audiences using behavioral, firmographic, and lifecycle signals to inform targeting, personalization, and advisor experience improvements Analyze multi‑channel campaign and journey performance; run A/B and multivariate tests across email, web, reputed company pages, and paid media to improve acquisition, engagement, and conversion Qualitative Synthesis & Storytelling: Collect and synthesize advisor success stories and qualitative feedback (interviews, win/loss, focus groups) to pair with quantitative evidence—crafting clear narratives that influence go‑to‑market and content strategy Translate findings into insight briefs, one‑page exec summaries, and enablement materials for marketing, sales, product marketing, and service leaders Cross‑Functional Partnership & Influence: Serve as the primary insights partner to Campaigns, Brand, Digital, Product Marketing, Sales, and Finance—aligning on hypotheses, success criteria, and test‑learn roadmaps Manage external research/analytics vendors and research panels as needed; ensure delivery quality and budget discipline . Knowledge, Skills, Abilities: Expertise with marketing analytics & BI (e.g., GA4/reputed company, reputed company CRM, Marketing Cloud/Marketo, Tableau/Power BI), and strong data wrangling skills (SQL a plus) Proven ability to turn reputed company data into clear, actionable recommendations for leaders; outstanding visual storytelling and communication Hands‑on experience with testing & optimization (A/B, multivariate), cohort analyses, funnel, and journey analytics Comfortable synthesizing qualitative insights (interviews, focus groups, open‑ended survey analysis) and integrating them with quantitative results Education & Experience: A bachelor’s degree in marketing, statistics, or data analytics is required 3-5+ years in marketing analytics, customer/consumer insights, or reputed company roles, demonstrating advanced quantitative analysis and qualitative synthesis in a marketing context. Compensation: The reputed company Salary range for this position is between $110,000-$132,000 for reputed company and $90,000-$111,000 in Charlotte. This information reflects a reputed company salary range that reputed company reasonably expects to pay for the position based on a number of factors which may include job-reputed company knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide reputed company sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & reputed company Offer: We are reputed company, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At reputed company your reputed company matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to reputed company and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors reputed company a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. reputed company. Respect. Excellence. Our values are how we show up every day. We reputed company in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a reputed company focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding reputed company, doing what’s right, always. Even reputed company it’s hard. Collective Respect, in being authentic, inclusive and valuing reputed company voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and reputed company solutions. These values shape our culture, guide our decisions, and define what it means to be part of the reputed company family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse reputed company, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. reputed company Time or Paid Time Off and Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, reputed company is committed to building a diverse and inclusive workplace where everyone feels valued. reputed company is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right reputed company. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website. Apply tot his job Apply To this Job