Advisor Client Insights – Senior Lead Data Analyst

Our Group(2 months ago)

HybridFull TimeSenior$110,152 - $148,219 (estimated)Analytics

About this role

The Senior Lead Data Analyst for Advisor Client Insights uses advanced analytics and research to uncover trends, concerns, and behaviors among investors served by advisors. They translate those findings into actionable intelligence and clear reports for FAS leaders and Sales Executives to inform advisor engagement strategies. The role partners with Wealth Management Analytics and sales stakeholders to integrate advisor and client perspectives and shape strategic conversations.

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Required Skills

Data Analytics
Statistical Modeling
Research
Data Visualization
Storytelling
Communication
Strategic Thinking
Machine Learning
Data Quality
Mentoring

Qualifications

Undergraduate Degree
Graduate Degree Preferred
8+ Years Experience

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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