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CETERA
CETERA
B2BFinansesSaaS
CETERA ir B2B bagātības pārvaldības un finanšu pakalpojumu platforma, kas apkalpo neatkarīgus finanšu konsultantus, reģistrētus ieguldījumu konsultantus, nodokļu un grāmatvedības speciālistus, kā arī finanšu iestādes. Tās piedāvājums apvieno brokeru un konsultāciju pakalpojumus ar tehnoloģijām, prakses pārvaldības rīkiem, operatīvo atbalstu, mārketinga programmām un klientiem paredzētām platformām. Izmantojot uz partnerību vērstus pakalpojumus, piemēram, ieviešanas un uzņēmējdarbības izaugsmes atbalstu, CETERA palīdz finanšu profesionāļiem pārvaldīt pārejas, paplašināt savu darbību un stiprināt klientu iesaisti. Uzņēmums darbojas finanšu, B2B pakalpojumu un SaaS iespējotas bagātības pārvaldības tehnoloģiju krustpunktā, nevis kā patērētājiem paredzēts mazumtirdzniecības uzņēmums.
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Vakances uzņēmumā

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.

USAmerikas Savienotās ValstisCAKalifornijaTXTeksasa
105 000 $ – 150 000 $ / gads
HibrīdiPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuDigitālais mārketings
PythonSQLTableau

Apraksts

  • 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.

Prasības

  • 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.

Priekšrocības

  • 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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