Senior Manager, Personal Investor Marketing Analytics

Responsibilities:

Marketing Measurement & Effectiveness 

Own the measurement strategy across marketing channels, including attribution, incrementality, experimentation, and marketing mix modeling (in partnership with Attribution team). 

Quantify marketing impact, ROI, and efficiency, balancing short‑term performance with long‑term brand and customer value. 

Establish standards for method selection, interpretation, and usage, ensuring insights are decision‑ready and credible. 

Advanced Analytics & Modeling 

Partner closely with Data Science to design, build, and operationalize advanced attribution and response models (e.g., MMM, MTA, forecasting, response curves). 

Translate model outputs into practical guidance such as budget ranges, optimization scenarios, and investment guardrails. 

Ensure analytical rigor while prioritizing explainability and usability for business stakeholders. 

Strategic Partnership & Influence 

Serve as a trusted advisor to Marketing, Finance, and Execution leaders on investment strategy and performance trade‑offs. 

Lead a centralized marketing portfolio analytics function for all of client groups that conducts regular monitoring, reporting, and analyses of business performance; including ad-hoc requests. 

Influence annual planning, in‑year optimization, and long‑term growth strategies through data‑driven insights. 

Proactively identify opportunities to improve marketing effectiveness through better data, tools, or processes. 

Team Leadership & Capability Building 

Lead, mentor, and develop a team of high‑performing analysts and managers. 

Foster a culture of curiosity, accountability, and business impact, not just technical excellence. 

Build scalable processes, tools, and documentation to support long‑term sustainability. 

Data & Technology Enablement 

Partner with Technology, Data Engineering, and Marketing Ops to improve data quality, accessibility, and reliability. 

Guide the evolution of analytics platforms, dashboards, and self‑service tools. 

Ensure analytics solutions align with privacy, risk, and regulatory requirements. 

Participates in special projects and performs other duties as assigned 

Qualifications: 

• Minimum of 15 years of experience within Financial Services and at least 8 years of work experience within Marketing Analytics 

• Undergraduate degree or equivalent combination of training and experience within quantitative fields such as Mathematics, Engineering, Operat