Senior Manager, Personal Investor Marketing Analytics

Responsibilities:

Marketing Measurement & Effectiveness

Own the measurement strategy across marketing channels, including attribution, incrementality, experimentation, and marketing mix modeling (in partnership with Attribution team) .

Quantify marketing impact, ROI, and efficiency, balancing short - term performance with long - term brand and customer value.

Establish standards for method selection , interpretation, and usage, ensuring insights are decision - ready and credible.

Advanced Analytics & Modeling

Partner closely with Data Science to design, build, and operationalize advanced attribution and response models (e.g., MMM, MTA, forecasting, response curves).

Translate model outputs into practical guidance such as budget ranges, optimization scenarios, and investment guardrails.

Ensure analytical rigor while prioritizing explainability and usability for business stakeholders.

Strategic Partnership & Influence

Serve as a trusted advisor to Marketing, Finance, and Execution leaders on investment strategy and performance trade - offs.

Lead a centralized marketing portfolio analytics function for all of client groups that conducts regular monitoring, reporting, and analyses of business performance; including ad-hoc requests.

Influence annual planning, in - year optimization, and long - term growth strategies through data - driven insights.

Proactively identify opportunities to improve marketing effectiveness through better data, tools, or processes.

Team Leadership & Capability Building

Lead, mentor, and develop a team of high - performing analysts and managers.

Foster a culture of curiosity, accountability, and business impact, not just technical excellence.

Build scalable processes, tools, and documentation to support long - term sustainability.

Data & Technology Enablement

Partner with Technology, Data Engineering, and Marketing Ops to improve data quality, accessibility, and reliability.

Guide the evolution of analytics platforms, dashboards, and self-service tools.

Ensure analytics solutions align with privacy, risk, and regulatory requirements.

Participates in special projects and performs other duties as assigned

Qualifications:

• Minimum of 1 5 years of experience within Financial Services and at least 8 years of work experience within Marketing Analytics

• Undergraduate degree or equivalent combination of training and experience within quantitative fields such as Mathematics, Engineering, Operations Research etc. Graduate degree preferred

• Strategic; analytic orientation : A proven track record of decision making and problem solving based on analytics . Deep u nderstanding of complex design or experiments methods (Multi arm bandit, full/half factorial etc.) and e xposure to AI/ML methodologi es required

• Conceptual thinking : Conceptual thinking skills must be complemented by a strong quantitative orientation to innovate and find efficiencies in the application of data and technology to support business opportunities

• Drive Impact: Strong business judgment, leadership and integrity: They should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business

• Self-Starter: Operate with an entrepreneurial mindset, building and scaling new analytics capabilities from the ground up while balancing innovation, rigor, and enterprise - level accountability.

• Strong partnership management skills and ability to advocate for deep analytics and experimental learning to business partners

• Strong verbal and written communication skills to influence wide variety of audiences . Strong deck writing skills to influence senior leadership (CMO) are a must

• Willingness to roll-up the sleeves and deliver analytic work-product whenever needed