Job Description
**What do we do?**
The Wealth Analytics team partners with senior business leadership to drive significant impact on initiatives that build and grow the consumer deposit and investment business. The team is responsible for providing data-driven insights and strategic recommendations to foster a sustainable and profitable customer base.
Core focus areas include:
+ **Investment Growth & Leads Strategy:** Developing and implementing comprehensive strategies for investment growth and leads generation, encompassing both new customer acquisition and maximizing value from the existing customer base. This includes optimizing Go-to-Market strategies, digital and traditional channel spend decisioning, and identifying market opportunities to drive portfolio growth across all product lines.
+ **Branch & Network Analytics:** Analyzing in-branch customer behavior, transaction patterns, and network performance and leveraging advisor and banker intelligence to o...
The Wealth Analytics team partners with senior business leadership to drive significant impact on initiatives that build and grow the consumer deposit and investment business. The team is responsible for providing data-driven insights and strategic recommendations to foster a sustainable and profitable customer base.
Core focus areas include:
+ **Investment Growth & Leads Strategy:** Developing and implementing comprehensive strategies for investment growth and leads generation, encompassing both new customer acquisition and maximizing value from the existing customer base. This includes optimizing Go-to-Market strategies, digital and traditional channel spend decisioning, and identifying market opportunities to drive portfolio growth across all product lines.
+ **Branch & Network Analytics:** Analyzing in-branch customer behavior, transaction patterns, and network performance and leveraging advisor and banker intelligence to o...