Position Details

Type Full-Time

Experience senior

Exp. Years 7+ years

Education Bachelor's degree in Business, Finance, Economics, Statistics, Analytics, Data Science, Mathematics, or a related quantitative field.

Category Data & Analytics

About this role

Wealth Management Principal Business Insights Analyst enables data-driven decision making across the wealth management organization. This high-visibility role partners with business leaders to deliver analytics, compelling visualizations, and governance-compliant insights to drive growth and client experience.

Key Responsibilities

Analyze complex datasets to identify trends, risks, and opportunities
Partner with crossfunctional teams to deliver insights
Develop and present data-driven recommendations using Tableau and structured narratives
Serve as trusted advisor to business leaders
Translate technical analyses for nontechnical stakeholders

Technical Overview

Core technical scope includes SQL data extraction, data modeling, statistical analytics, and data visualization using Tableau and PowerPoint. Experience with CRM Analytics, data governance, privacy standards, and translating data science concepts for business stakeholders.

Ideal Candidate

The ideal candidate is a senior analytics professional with 7+ years in wealth management/financial services. They excel at SQL-driven data extraction, Tableau-powered storytelling, and turning complex data into concise narratives for senior leaders, with strong governance and privacy awareness.

Must-Have Skills

Bachelor's degree in BusinessFinanceEconomicsStatisticsAnalyticsData ScienceMathematicsor a related quantitative field7+ years of experience in business analytics or insights within financial services or wealth managementProficiency in SQLStrong understanding of statistical modelingmachine learning concepts; Python a plusTableau and PowerPoint for data visualization and storytellingAbility to simplify complex topics for senior decision-makersCommitment to data accuracyanalytical rigorand data privacy standards

Nice-to-Have Skills

Master's or MBA preferred in quantitative fieldSalesforce / CRM Analytics experienceDemonstrated job history stability

Tools & Platforms

SQLTableauPowerPointSalesforce / CRM Analytics

Required Skills

Bachelor's degree in BusinessFinanceEconomicsStatisticsAnalyticsData ScienceMathematicsor a related quantitative field7+ years in business analytics or insightsSQLPythonStatistical modelingTableauPowerPointdata visualizationdata storytellingSalesforce / CRM Analyticsdata governancedata privacy standards

Hard Skills

SQLSQL data extractionPythonStatistical modelingMachine learning conceptsTableauPowerPointData visualizationData storytellingSalesforce / CRM AnalyticsData governanceData privacy standardsCross-functional collaborationBusiness analyticsProfitability analysis

Soft Skills

CommunicationStorytellingAnalytical thinkingAttention to detailCross-functional collaborationTime managementAbility to influence

Industry & Role

Industry Banking

Job Function Provide data-driven business insights to guide wealth management strategy.

Role Subtype Business Insights Analyst

Tech Domains SQL / PostgreSQL, Tableau, Salesforce, Power BI, Python

Keywords for Your Resume

Wealth ManagementBusiness Insights AnalystSQLTableauCRM AnalyticsPowerPointPythonStatistical modelingData visualizationData storytellingCross-functionalSenior leadershipFinancial servicesJohnston RIdata governanceprivacydata accuracyPower BIstatistical modelingdata privacydata storytellingsenior leadership

Deal Breakers

Bachelor’s degree in a relevant quantitative field, 7+ years experience in business analytics, SQL proficiency, Ability to communicate with senior leadership

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