Vice President, Advisor & Client Analytics

Reposted 2 Days Ago
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Minneapolis, MN
In-Office
197K-270K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Vice President of Advisor & Client Analytics leads data transformation initiatives, driving enterprise growth through advanced analytics and AI applications while collaborating with business leaders to optimize decision-making and marketing performance.
Summary Generated by Built In
The Vice President of Advisor & Client Analytics is a strategic, future focused leader responsible for transforming data into enterprise level growth. This role requires not only deep analytical expertise but also the agility to turn insights, solutions, and strategic pivots around quickly to meet evolving business needs. The VP proactively surfaces new ideas, opportunities, and innovative applications of data and analytics to drive client acquisition, deepen advisor effectiveness, optimize marketing performance, and shape firmwide decision making. This leader operates with strong business intuition, a bias for action, and the ability to inspire teams and senior stakeholders while accelerating growth through intelligent, data driven strategy.

Key Responsibilities

  • Engage collaboratively with senior business leaders and analysts across client, marketing, and advisor domains to provide enterprise‑level analytical thought leadership. Identify and interpret business needs, define high‑level requirements, strategy, scope, and technical risks, and align analytics and AI capabilities to top business priorities.

  • Set and lead the enterprise analytics and insights strategy, ensuring alignment to growth, engagement, and productivity objectives. Partner with business leaders to embed insights, advanced analytics, and AI‑enabled decisioning into workflows, drive adoption, and deliver measurable business impact.

  • Develop, document, and communicate business‑driven analytic solutions, translating advanced modeling, segmentation, predictive analytics, and advisor and client intelligence into clear, actionable insights that influence decision‑making and execution.

  • Identify, develop, and implement complex analytical solutions leveraging predictive modeling, advanced machine learning techniques, optimization, simulation, experimentation, and personalization. Oversee marketing measurement and optimization, including attribution, targeting, omni‑channel performance analytics, and continuous testing to improve outcomes.

  • Build, lead, and scale a high‑performing analytics organization. Strengthening leadership depth, establish effective operating rhythms, and foster a culture of curiosity, innovation, accountability, and continuous learning. Provide coaching, performance management, hiring, development, and goal setting to align team execution with enterprise strategy.

  • Champion the advancement of enterprise AI and data science capabilities by promoting responsible AI/ML use, staying current with industry best practices, and enabling knowledge sharing. Partner with data and technology teams on data readiness, governance, and scalable automation to support modern decisioning and analytics at scale.

  • Oversee and manage data and dataset creation, including data extraction, feature engineering, data quality controls, and validation processes. Monitor the execution and performance of analytical solutions from criteria definition through delivery and results capture.

  • Embed and sustain analytic programs and tools, ensuring continued accuracy, relevance, and effectiveness. Track process improvements, business outcomes, and value realization once solutions are deployed.

  • Ensure adherence to enterprise and industry data, model, and AI governance standards. Partner with governance leaders to manage risk, compliance, and ethical use of analytics and AI capabilities across the organization.

Required Qualifications

  • Master’s degree or equivalent

  • 10+ years of experience

  • Previous people leadership experience.

  • Proven ability to present/communicate complex, technical materials in a way that facilitates decision making and drives outcomes; ability to communicate to less technical partners.

  • Knowledge of advanced statistical concepts and techniques, e.g. skilled in linear algebra.

  • Experience conducting hands-on analytics projects using advanced statistical methods such as generalized regression models, Bayesian methods, random forest, gradient boosting, neural networks, machine learning, clustering, or similar methodologies.

  • Experience with statistical programming (Python, SQL etc.) & data visualization software in a data-rich environment.

  • Demonstrated experience in driving business partnerships in a complex, matrixed organization.

  • Proven ability to apply both strategic and analytic techniques to provide business solutions and recommendations.

  • Demonstrated ability to work and influence effectively in a collaborative team environment.

Preferred Qualifications

  • PhD in Finance, Statistics, Computer Science, Actuarial Science, Economics, Engineering, or similar

  • Experience with Cloud Computing Environments (including container creation, management & deployment)

  • 5+ years in people leadership role.

  • Experience and knowledge of Ameriprise field structure and hierarchy

  • Advisor, client, and industry knowledge; licensing, structure, firm types and major competitors

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated base salary for this role is $196,700 - $270,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Data

Line of Business  

CSIRM Information Management

Top Skills

Advanced Statistical Methods
Cloud Computing
Data Visualization Software
Machine Learning
Python
SQL
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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets.

AREAS OF FOCUS
• Family Finances
• Retirement Planning Strategies
• Wealth Preservation Strategies
• Investment Management
• Retirement Plan Distribution
• Social Security Retirement Benefits
• Small Business
• Business Retirement Plans
• Tax Planning Strategies

CONNECT WITH US
Phone: 979-417-0563 | 512-873-2527

OFFICE LOCATIONS
8300 N MOPAC EXPY, Suite 100, Austin, TX 78759
107 THIS WAY, Suite A, Lake Jackson, TX 77566
1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792

Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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