About the role
Ideal Candidate : More Product Wealth Data Strategy than traditional BI/Analytics. Someone with deep advisor data experience who has owned analytics/data products and understands the wealth management ecosystem. Wealth data knowledge is the key differentiator. This is NOT a Power BI, Tableau, or Dashboard Development search. The hiring manager cares far more about: Wealth management data expertise Understanding what advisor data matters How advisors consume data and analytics KPI definition an…