Job Responsibilities
- Establishing an analytic roadmap to uncover how advisors engage with existing desktop tools, diagnose opportunities to improve workflows, and deliver new product capabilities that increase field productivity
- Providing expertise as to how data visualization, greedy algorithms, machine learning, and text analytics/NLP can be leveraged to uncover feature usage patterns, system gaps, potential performance enhancements, and areas to improve the user experience
- Leveraging Artificial Intelligence & Machine Learning to build new tools that drive meaningful change in the way Advisors and Service teams consume information
- Partnering with Research and Design teams to diagnose client servicing pain points and re-imagine journeys across the client experience to drive product roadmaps
- Developing and launching a series of data-driven next best actions for our advisors to improve productivity and increase client satisfaction
- Helping a team member to improve their analysis by testing new data, identifying false positive/negatives, or editing their storyline to be more impactful
Required qualifications, capabilities, and skills
- Demonstrated history of managing high performing quantitative analysts and data scientists in the delivery of analytics and machine learning to build world class employee tools
- Have demonstrated experience in implementing Artificial Intelligence & Machine Learning solutions in a business context, preferably in the financial services industry
- Possess a unique combination of technical skills and storytelling to be able to apply a range of descriptive to prescriptive analytic techniques to complex business problems
- Know when the “juice is worth the squeeze” – you stay abreast of new analytic techniques but can recognize and apply a more straightforward analytic approach when the question you are answering is less complex
- Comfortably navigate hierarchy, culture, and politics; you run meetings with grace and agility, ask the right questions, disagree without being disagreeable, and can flex your communication style with “business” and “technical” audiences
- Have a strong presence, excellent presentation skills (both written and verbal), and low ego with the ability to deliver insights and recommendations to influence senior stakeholders ranging from highly technical to math-a-phobic
Preferred qualifications, capabilities, and skills
- Previously worked in a data science function at a financial services firm or in consulting
- Have experience in a field-based sales environment with demonstrated success delivering insights to CRM systems such as Salesforce
- Have knowledge of data governance and ethical considerations in AI, ensuring compliance with industry standards and regulations
- Possess a deep understanding of how the wealth management market is evolving, the sources of competitive differentiation in the market, and how those could evolve
*** Relocation assistance is not available for this opportunity