Who we are
M1 Finance has created a personal wealth-building platform made for the modern era, uniting personal perspective and automated ease. We seamlessly combine free investing, low cost borrowing and digital checking all in one intuitive, automated Finance Super App, and we’re driven by a mission to empower personal financial well-being. We believe that financial well-being is fundamental to overall well-being, and we strive to deliver products that are simpler, smarter, and stronger than those created by our staid, boring, entrenched, slow-moving competitors in the personal finance industry.
Our clients have already trusted us with over $3 billion of assets, we’re currently helping more than 500,000 people grow and manage their wealth with our industry-leading automation and tools, and we’re adding thousands of new clients every day.
We’re looking for passionate people who want to improve and build on what we’ve created and take responsibility to help others build something meaningful and sustainable for their futures.
We mean it when we say, “M1 is yours to build.”
If this sounds interesting to you, we’d love to have you read on.
What You'll Do
- Own and drive strategic analytical projects and insights to influence and support marketing initiatives
- Perform in-depth Marketing funnel analysis to drive insights on attribution, causation, and incremental lift
- Choose accurate metrics for tracking, measuring, optimizing, and improving marketing campaigns across multiple channels.
- Collaborate with stakeholders to define and operationalize KPIs for short- and long-term measurements that align with company goals
- Present findings to senior management to drive business decisions.
- Interpret data, analyze results using statistical techniques and provide ongoing reports
- Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
- Acquire data from primary or secondary data sources and maintain databases/data systems
- Identify, analyze, and interpret trends or patterns in complex data sets
- Implement and analyze A/B or Multivariate Tests to provide measurable insights to the marketing team on the test data.
- Work with management to prioritize business and information needs
- Locate and define new process improvement opportunities
- BS in Mathematics, Economics, Computer Science, Information Management or Statistics
- 4+ years of work experience in a highly analytical role at a B2C company
- 2+ years of experience working with a marketing stakeholders (digital media, promotions, lifecycle)
- Experience with creating dashboards using visualization tools (Tableau, PowerBI, Looker)
- Expert level SQL query writing
- Some experience with Python
- Familiarity with marketing tools (Google Analytics, Salesforce Marketing Cloud, Datorama)
- Proven working experience as a Data Analyst or Business Data Analyst
- Technical expertise regarding data models, database design development, data mining and segmentation techniques
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Our team embodies our eight core principles and if these principles speak to you – we’d love to talk with you.
- Mission Driven: We will passionately apply ourselves to deliver immense value to our customers, knowing if they succeed, so too will the company.
- Extreme Ownership: We think and act like owners. Our focus is on building long-term value, not scoring short-term marks. We own everything in our domain, including the outcome and everything that affects it.
- Boldness: We want to do things of consequence. Make a difference. We would rather fail at something meaningful than succeed at something trivial.
- Bias for action: The best way to make progress is to act.
- Economical: Efficiency is important, and we consider both the costs and benefits of our actions.
- Team-oriented: In working together, we maintain a low ego, make everyone feel welcome, assume good intent, trust one another, and seek out different perspectives. We empower our teammates to be at their best.
- Challenged, but not overwhelmed: We are curious people who always want to grow. Growth happens outside our comfort zone. We achieve our potential through consistent, manageable growth.
- Integrity: We do the right thing. When we make mistakes, we own and correct them. We would be proud of our actions are shared with our family, friends, and strangers. Everyone can count on us to act according to our values, beliefs, and principles we state we hold. This trust must never be broken.
- Unlimited PTO
- Comprehensive health, dental, vision, disability, and life insurance
- Stock options for all employees
- Retirement benefit with employer match
- $500 to spend on home office equipment while working from home
- Stylish M1 swag
- Socially distant team outings, celebrations, and events
- Transparent and open communication
- Office in the Loop with a Game Room and Gym