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About the Role

The Director of Data Analytics will lead the FP&A and data analytics strategy for the wealth management business, transforming data into actionable insights to improve growth, advisor productivity, and business performance. This role partners with various teams to build scalable reporting, strengthen data governance, and advance a data-driven organization. The Director will also build scalable reporting frameworks for billable client assets and firm-level performance benchmarking. This position is an integral contributor to the company’s FP&A and data analytics efforts and reports to the VP of FP&A and Data Analytics.

Responsibilities

Help build and develop a high-performing finance data analytics team responsible for dashboards, KPI reporting, ad hoc analysis, business intelligence, and advanced analytics.
Partner across all business disciplines to improve data quality, establish common definitions, and enable trusted analytics across CRM, portfolio reporting systems and billing systems.
Deliver meaningful reporting across client trends, segmentation, productivity, profitability, and retention metrics.
Navigate the firm's data warehouse capabilities, ensuring clean integration of data to our Enterprise Resource Planning (ERP) system and other reporting platforms.
Identify and implement opportunities to use predictive analytics and AI to improve process automation.
Drive adoption of self-service analytics tools, data literacy, and a culture of evidence-based decision-making across the finance organization.
Establish strong standards for governance, date quality, and privacy to support regulatory, risk, and audit requirements.

Requirements

Bachelor’s degree in data science, statistics, finance, computer science, or a related quantitative field
7 to 10 years of progressive experience in data analytics in a large and complex environment
Demonstrated understanding and experience in financial services
Experience implementing predictive analytics, machine learning, or self-service analytics programs in a regulated environment

Skills

Proficiency in SQL, Python/R, and BI tools (Tableau, Power BI, or similar)
Familiarity with cloud data platforms (Snowflake, Databricks, Azure, Synapse).
Familiarity with Workday ERP and Adaptive Planning
Excellent communication, collaboration, and leadership skills, with the ability to explain complex analyses to non-technical audiences.

Location

Work Type

Exempt position

Experience Level

7 to 10 years

Education Level

Bachelor’s degree

Salary/Compensations

$160,000 - $210,000

Benefits

Annual cash bonus
Comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k).

About the Company

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Equal Opportunity

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.