TruStage

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Summary

The Senior Manager, Wealth Distribution Analytics will lead a team of analysts focused on driving data-informed strategies across investment and retirement products. This role will oversee analytics that support the distribution of our Wealth products through multiple partnerships ensuring alignment with business goals and delivering actionable insights that fuel growth and innovation.

Job Purpose:

This position is responsible for shaping and executing the analytics strategy for Wealth Distribution, with a focus on investment and retirement solutions. The Senior Manager will lead a team in developing analysis and insights, performance tracking, and business intelligence solutions that inform product strategy, sales enablement, and customer engagement. This role plays a critical part in optimizing distribution efforts, enhancing customer insights, and supporting the evolution of data capabilities across the organization. This role will collaborate cross-functionally with a wide range of teams, including Data Science, Data Strategy, Engineering, Operations, Sales, Marketing, Product, Strategy, Finance, and others, to drive alignment and deliver impactful insights

Job Responsibilities:

• Partner in establishing analytics strategies.
• Responsible for recommending and designing tracking methodologies.
• Provide rollout and test analysis and provide recommendations for future strategies.
• Monitor and ensure the accuracy of forecasts.
• Manage and own data analytics business rules.
• Key enabler of business results (responsible for assigned CSF’s by product).
• Approve design and execution of analytics campaign processes.
• Incorporate industry best practices into all facets of work.
• Provide rollout and test analysis and provide recommendations for future strategies.
• Provide ad-hoc database analysis to support new opportunities.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor's degree in Mathematics, Economics, Statistics, related functional field, i.e. Marketing, Business Administration, Insurance, Computer Science, Information Technology or equivalent work experience.
• 7+ years of experience in analytics with emphasis on data mining, quantitative analysis and financial metrics.
• 3+ years of leadership experience.
• Demonstrated experience collecting data, creating action plans and implement process changes.
• Highly proficient in working with analytical/reporting tools and leading others in these functions.
• Proficient in working with analytical/reporting tools including SQL, SAS and Excel.
• Demonstrated ability to operate and execute systems and processes in a timely and quality manner.
• Strong analytical skills to include competent understanding of statistical significance, multivariate techniques, and correlation analysis.
• Proven experience working with relational databases.
• Proven teamwork and communication skills.
• Ability to lead cross-functional teams.
• Works effectively in time sensitive environment.
• Demonstrated ability to work independently to deliver unique analytical solutions.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$131,100.00 - $196,600.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.