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CETERA
CETERA
B2BFinanceSaaS
CETERA is a B2B wealth-management and financial-services platform serving independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. Its offering combines broker-dealer and advisory services with technology, practice-management tools, operational support, marketing programs, and client-facing platforms. Through partnership-focused services such as onboarding and business-growth support, CETERA helps financial professionals manage transitions, expand their practices, and strengthen client engagement. The company operates at the intersection of finance, B2B services, and SaaS-enabled wealth technology rather than as a consumer retail firm.
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Senior Digital Marketing Analytics Manager at CETERA

Lead marketing analytics for CETERA’s independent financial advisor network by building KPI frameworks, dashboards, and predictive insights. Use data to improve marketing performance and inform decisions.

USUnited StatesCACaliforniaTXTexas
$105,000 – $150,000 / year
HybridFull-timeSeniorEnglish RequiredDigital Marketing
PythonSQLTableau

Description

  • Guide offshore analytics team members in their day-to-day work.
  • Lead analytical projects from test design through sharing findings.
  • Turn complex data into recommendations to improve acquisition, retention, channel mix, marketing ROI, LTV/CAC, NPS, and overall performance.
  • Create and maintain weekly, monthly, and quarterly reports, executive dashboards, and QBR materials.
  • Develop forecasting models, predictive analytics, and actionable segments to support marketing and sales planning.
  • Set and maintain data governance practices for marketing and sales data.
  • Work with Marketing, Sales, Finance, and other teams on KPI frameworks and analytics solutions.
  • Assess analytics tools, processes, and resources for automation, efficiency, scalability, and adoption.
  • Use data to assess industry trends, competitor activity, brand health, and reputational risk.

Requirements

  • Bachelor’s degree in Marketing, Business, Analytics, Statistics, Economics, Finance, Computer Science, or a related field; equivalent education and experience may be considered.
  • At least seven years of experience in marketing analytics, business analytics, data insights, performance measurement, or a related analytical field.
  • Experience developing KPI frameworks, dashboards, reporting schedules, and insights for executives.
  • Advanced proficiency with analytics, reporting, and visualization tools, including Excel and one or more of SQL, Power BI, Tableau, Python, R, or similar platforms.
  • Experience working across functions to turn business objectives into measurable reporting, analysis, and recommendations.
  • Strong understanding of marketing measurement, KPI frameworks, campaign analytics, attribution, channel performance, ROI, LTV/CAC, funnel metrics, and executive reporting schedules.
  • Ability to turn complex data into clear, concise insights, dashboards, business review materials, and recommendations for executives.
  • Working knowledge of CRM, marketing automation, web analytics, and MarTech platforms such as Salesforce, Marketo, and Google Analytics.
  • Working knowledge of statistics, experimental design, A/B testing, regression analysis, segmentation, and predictive modeling.
  • Ability to establish and maintain data governance practices.
  • Strong cross-functional communication and collaboration skills.
  • Self-directed, with sound business judgment, attention to detail, intellectual curiosity, and the ability to work in a fast-paced, matrixed environment.
  • Willingness to travel up to 10%.
  • A master’s degree and experience in financial services, wealth management, or advisor marketing are preferred but not required.

Benefits

  • Inclusive health, dental, vision, and life insurance plans
  • Mental health benefits
  • More than 20 days of paid time off (PTO)
  • Paid holidays
  • Two paid wellness days
  • 401(k) savings plan with a company contribution of up to 5%
  • Access to a financial professional
  • Paid parental leave
  • Health Savings Account and Flexible Spending Account options
  • Employee Assistance Program (EAP)
  • LifeLock identity theft protection
  • Pet insurance
  • Paid caregiver leave
  • Other voluntary benefits

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