Job Description Summary
The Manager of PCG Analytics will have the ability to lead, be agile, and create new actionable ideas and platforms.Job Description
The Manager of PCG Analytics will have the ability to lead, be agile, and create new actionable ideas and platforms. Collaborate with smart, talented people across our business lines to build and implement next-generation applications, data insights and models to support our full distribution network and digital marketing footprint. Leverage a hands-on approach through the entire development cycle and define the way our sales, marketing and management teams view trends and insights on our current and prospective clients
Essential Duties and Responsibilities
• Solid foundation of the business structure, data (internal and industry sets), operational and technical design, and strategic direction of the organization to build the necessary solutions and ask the right questions.
• Champion and communicate a ‘data driven’ culture and focus on delivering value to the business with committed effort to improve processes through team and business partner collaboration.
• Expected to define use cases, identify trends, develop segment and target models to support client engagement and acquisition strategies for digital marketing and multiple distribution channels. Collaborate on the execution of data models through pilot, multiple testing methodologies, benchmarking, and learning to support future data projects.
• Develop 'data stories' and communicate findings to our business partners, including senior management. Ability to communicate various data research, leverage data visualization and storytelling in a way that can be understood and actionable. Create communications and methods to deliver actionable data insights with the ability to measure results.
• Build strong partnerships within the organization and consult with business partners and subject matter experts to understand business needs in order to integrate data and analytics into the business. Apply data science capabilities to help overcome issues/challenges, breakdown data silos, and connect the disparate and industry data sets.
• Identify new data science/mining/research tools, techniques, and industry vendors. Maintain and evolve current knowledge of data techniques and research.
• Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff.
Knowledge of
• Data knowledge and experience supporting a multi-channel investment management distribution network and marketing footprint
• Investment management sales data trends and lead generation techniques
• Business intelligence and data visualization (Tableau preferred)
• Building metric driven interactive reports or complex dashboards
• High proficiency with languages for data manipulation (i.e. SQL)
• Proficiency with other statistical analysis or programming languages
• Knowledge and understanding of data in: Microsoft Dynamics CRM; Eloqua; SiteCore; Seismic; On24
• Industry data sources and the ability to work with large data sets
Skill in
• Excellent analytical skills with the ability to understand business issues/strategy
• Strong written and oral communication skills; ability to effectively communicate data stories to non-technical business partners
• Must demonstrate the ability to work independently as a self-starter, to drive and contribute to success
• Excellent problem solving and decision making skills
• Strong project management skills
• Cooperative attitude and effective interpersonal skills
• Proactive, curious, creative mindset to pursue business solutions and self-learning.
• Strong self-organization skills
Ability to
• Interact with management at all levels
• Be a creative thinker and have an entrepreneurial mindset
• Ability to work independently and collaborate within a team environment
• Work in a dynamic, growing environment
• Self-starter, high energy and detail oriented
• Able to identify areas of opportunity and recommend change
Educational/Previous Experience Requirements
• Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of three (3) to five (5) years of experience managing teams and working with large data sets, analytical projects, and visualizing data.
• ~or~
• Any equivalent combination of experience, education and/or training approved by Human Resources.
Education
Bachelor’s: Applied Mathematics, Bachelor’s: Business Administration, Bachelor’s: Data ProcessingWork Experience
General Experience - 6 to 10 yearsCertifications
Travel
Less than 25%Workstyle
HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
