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 withAttributionteam).

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

Establish standards for methodselection, 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 forall ofclient groups thatconductsregular monitoring, reporting, and analyses of businessperformance;including ad-hoc requests.

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

Proactivelyidentifyopportunities 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.

Guidethe evolution of analytics platforms, dashboards, and self‑service tools.

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

Participates in special projectsand performs other duties as assigned

Qualifications:

• Minimum of 15years of experience withinFinancial Servicesandat least8yearsofwork experience withinMarketingAnalytics

• 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 proventrack recordof decision making and problem solving based on analytics. Deep understanding ofcomplexdesign or experimentsmethods (Multi arm bandit, full/half factorial etc.) and exposure toAI/MLmethodologiesrequired

• 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,leadershipand integrity: They should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business

• Self-Starter:Operatewith 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 influencewidevariety of audiences. Strong deck writing skillsto influencesenior leadership (CMO)area must

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