Data & Analytics Lead

🕒 4 days ago

🏈 Alabama, Arizona, +30 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🏛️ District of Columbia – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $110k - $120k / year

⏰ Full Time

🟠 Senior

📊 Data Scientist

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CAPTRUST

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1989

💸 Finance

💳 Fintech

👥 B2C

💰 Private Equity Round on 2023-09

Finance • Fintech • B2C

CAPTRUST is a financial advisory firm dedicated to helping individuals plan, save, invest, and retire with confidence. They provide personalized advice through a team of experienced financial advisors, ensuring clients receive tailored assistance based on their unique life stages and financial needs. Their mission focuses on enriching the lives of clients through sound financial guidance, integrity, and exceptional service.

📋 Description

• Serve as the primary point of contact for At Work-related data and analytics needs • Partner with CAPTRUST’s centralized data team to prioritize, design, and improve data solutions supporting At Work • Help establish consistent definitions, metrics, and reporting standards across the At Work practice • Improve data quality, clarity, and usability over time • Support and enhance internal and client-facing reporting used by At Work teams • Work closely with Operations to understand recurring reporting needs and reduce one-off or manual efforts • Develop dashboards and reports that support operational planning, advisor effectiveness, and leadership decision-making • Translate reporting outputs into insights that inform action, not just describe activity • Develop qualitative and quantitative measures of client and participant engagement, trust, and relationship health • Help establish ongoing feedback loops across the client and participant lifecycle, beyond episodic surveys • Identify trends that signal strengthening relationships, stagnation, or potential breakdowns • Support analysis related to the annual financial wellness survey and other experience-related initiatives • Analyze patterns associated with strong long-term outcomes such as sustained engagement, retention, and expansion of advisory relationships as needs evolve • Partner with leadership and Operations to identify where additional investment of time or resources may be needed • Help reduce reliance on anecdotal feedback through clearer, shared insight

🎯 Requirements

• Bachelor's degree in data analytics, computer science, information systems, or a related field (or equivalent work experience) • 10 years’ experience in analytics, reporting, or data analysis • Experience with Microsoft Dynamics 365, Power BI a plus • Experience in advisory, professional services, or relationship-driven environments • Exposure to internal business intelligence tools, reporting platforms, or analytics products • Experience working closely with Leadership, Operations and Client-facing teams • Strong knowledge of retirement plans and financial wellness • Ability to work independently and exercise sound judgment in ambiguous environments • Experience translating data into insights that support operational or client-facing teams • Strong collaboration skills across Operations, advisors, and leadership • Comfort managing multiple priorities and adapting as needs evolve

🏖️ Benefits

• Company discretionary bonus • Health, dental, and vision coverage • Employer 401(k) plan and company match • Health savings accounts • Flexible spending accounts • Voluntary supplemental plans subject to plan terms • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods • Paid time off (PTO) or Paid Sick Leave (PSL)