Purpose

The Manager Business Insights & Analytics plays a pivotal role in advancing the strategic agenda by harnessing data-driven insights. This position is responsible for informing client centric decision-making, optimizing client dynamics analysis, and enhancing business growth through advanced analytics. The successful candidate will collaborate cross-functionally and contribute to the continuous evolution of our client segmentation.

Accountabilities

Analytics
• Implement, track, and report Client Dynamics Key Performance Indicators (KPIs)
• Combine quantitative and qualitative business data from various sources to identify synergies and growth opportunities.
• Analyze and identify improvements across key client metrics, including acquisition, referrals, deepening, primacy, and retention.
• Leverage analytical skills to collect and synthesize quantitative and qualitative business data from various sources, generating data-driven insights and identifying efficiency opportunities.
• Collaborate with teams across IWM to develop high-standard presentations on a monthly/quarterly basis, including Business Reviews, Deep Dive analyses, and Country visits
• Partner with business lines and markets to develop use cases for the GDAP project and contribute to the definition and standardization of KPIs across the footprint
• Collaborate with business stakeholders, engineering teams and product owners to ensure the successful implementation and ongoing operation of the GDAP platform
• Develop partnerships with in-country data teams to leverage additional data sources and insights

Client Experience and Segmentation
• Roll out, and monitor key performance indicators (KPIs) for CX and Segmentation.
• Drive improvements in client acquisition, referrals, deepening, primacy, and retention using data-driven approaches.
• Perform in-depth analysis of NPS and client data to uncover trends, preferences, and behaviors that impact client engagement and satisfaction.
• Collaborate closely with cross-functional teams to leverage data insights in creating personalized client experiences and targeted marketing strategies.
• Support the definition of segmentation guidelines for the emerging high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients as well as other subsegments such as business owners, women, healthcare professionals.
• Utilize data analytics to identify distinct client segments needs and tailor products, services, and communications to meet client preferences.

Leadership
• Champions a high-performance environment and contributes to an inclusive and collaborative work environment.

Education / Experience

• Master’s degree in Business, Analytics, Engineering, Economics, Statistics.
• 2+ years of relevant experience in client analytics, segmentation, or related roles within wealth management or financial services industry.
• Strong project management skills, capable of developing & executing plans.
• Proficiency in quantitative analysis, statistical modeling, and data visualization tools (e.g., Python, R, Power BI) is an asset.
• Experience with client segmentation methodologies and tools.
• Excellent prioritizing, presentation, and communication skills.
• Ability to work independently and in an agile, highly collaborative work environment.
• Highly organized, attention to detail, and able to meet tight deadlines and work on a project-based environment.
• Familiarity with analytic processes and data-based decision making.
• Fluency in Spanish is an asset.