Design, develop, and launch interactive dashboards/reporting systems to track key performance metrics across all Wealth Line of Business (LOBs) and products.
Develop and implement enablement programs that enhance operational efficiency and improve client service delivery, within an access-controlled and risk-approved visibility framework.
Support initiatives to expand tool adoption across the Wealth franchise, including trainings, office hours, use cases, etc.
Partner closely with Technology within an Agile framework
Evaluate and implement appropriate tools that can scale with increased usage and content
Experience:
Minimum of 5 years of experience in business intelligence, developing High quality, engaging visualizations
History of success in supporting BI functions in a fast-paced, growth-oriented environment
Knowledgeable in BI and CRM tools (e.g., Tableau, Power BI, Domo, Salesforce, Dataiku) and data management systems
Experience building and launching BI platform on JavaScript Framework like React, Angular, D3 etc
Experience launching or piloting capabilities such as Conversational BI
Exposure to new BI tools such Hex, Sigma computing, Preset, etc. strongly preferred
Proficiency in data management tools and technologies (e.g., SQL, Python, Snowflake, Hadoop, etc.)
Ability to manage multiple projects and prioritize tasks effectively
Must be willing to share Visualization portfolio
Decision ManagementFull timeNew York New York United States$86,330.00 - $120,470.00