Cetera Financial Group
Director, Marketing Analytics
Cetera Financial Group, San Diego, California, United States, 92189
Job Description
The Director, Marketing Analytics will guide the strategic direction of our marketing analytics capabilities, which includes building a marketing performance and measurement ecosystem that spans consumer understanding and lifecycle insights. This role is also responsible for uncovering new insights to ensure marketing strategies are optimized and aligned with the company's strategic growth objectives.
What you will do:Marketing Strategy : Develop a comprehensive marketing analytics strategy that incorporates predictive modeling, automated reporting, advanced visualization, and segmentation / personas to enable personalized marketing strategies that ultimately drives improved experience for our advisors / clients.Performance Measurement:
Lead the measurement and reporting approach to track and communicate the marketing function's overall KPIs and performance to executive leadership. Develop standardized reporting to monitor and communicate marketing program performance and opportunities to optimize.Digital Analytics:
Deliver new insights to help formulate recommendations to help shape the future of digital revenue and marketing strategies by identifying trends and conducting consumer behavior analyses on digital platforms. Support increased focus on experimentation, innovation, and a test-and-learn agenda, including developing new approaches to drive customer acquisition / growth.Strategic Collaboration:
Partner closely with cross-functional leaders / teams to align marketing analytics initiatives with broader business objectives. Provide strategic leadership in the development and execution of marketing analytics capabilities, enabling cross-channel insights and optimization.Staying Ahead of Industry Trends:
Stay at the forefront of industry trends, best practices, and emerging technologies in marketing analytics, data science, AI, and digital marketing. Provide thought leadership and strategic recommendations for continuous improvement.What you will need to have:
Bachelor's degree in marketing, business, economics, analytics / data science or a related field.10+ years analytics experience, spanning, marketing, digital, business, customer, market, etc.8+ years of experience leading teams, including developing and motivating employees at all levels.Ability to build strong relationships with key stakeholders, including executives, clients, and partners.Exceptional communication / presentation skills with ability to influence a variety of audiences.Ability to lead cross-functional teams and work collaboratively with senior leadership.Strategic mindset with ability to drive innovation and encourage a culture of continuous improvement.Strong analytical & critical thinking skills, with ability to synthesize complex data into actionable insights.Ability to thrive in a fast-paced, dynamic environment and effectively manage shifting priorities.Experience leading advanced analytics solutions like commercial/marketing mix models, predictive modeling / data science, and sales lift analyses to optimize marketing / digital investment.What is nice to have:
Experience in the wealth management industry.Experience in building high-performance teams within analytics and insights functions.Travel Requirements:
Up to (10%)
Compensation Range:
The base annual salary range for this role is $145,000 to $175,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
#LI-Remote
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.Easy access to mental health benefits to meet our team members and their families where they are.20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.Paid parental leave to support all team members with birth, adoption, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
The Director, Marketing Analytics will guide the strategic direction of our marketing analytics capabilities, which includes building a marketing performance and measurement ecosystem that spans consumer understanding and lifecycle insights. This role is also responsible for uncovering new insights to ensure marketing strategies are optimized and aligned with the company's strategic growth objectives.
What you will do:Marketing Strategy : Develop a comprehensive marketing analytics strategy that incorporates predictive modeling, automated reporting, advanced visualization, and segmentation / personas to enable personalized marketing strategies that ultimately drives improved experience for our advisors / clients.Performance Measurement:
Lead the measurement and reporting approach to track and communicate the marketing function's overall KPIs and performance to executive leadership. Develop standardized reporting to monitor and communicate marketing program performance and opportunities to optimize.Digital Analytics:
Deliver new insights to help formulate recommendations to help shape the future of digital revenue and marketing strategies by identifying trends and conducting consumer behavior analyses on digital platforms. Support increased focus on experimentation, innovation, and a test-and-learn agenda, including developing new approaches to drive customer acquisition / growth.Strategic Collaboration:
Partner closely with cross-functional leaders / teams to align marketing analytics initiatives with broader business objectives. Provide strategic leadership in the development and execution of marketing analytics capabilities, enabling cross-channel insights and optimization.Staying Ahead of Industry Trends:
Stay at the forefront of industry trends, best practices, and emerging technologies in marketing analytics, data science, AI, and digital marketing. Provide thought leadership and strategic recommendations for continuous improvement.What you will need to have:
Bachelor's degree in marketing, business, economics, analytics / data science or a related field.10+ years analytics experience, spanning, marketing, digital, business, customer, market, etc.8+ years of experience leading teams, including developing and motivating employees at all levels.Ability to build strong relationships with key stakeholders, including executives, clients, and partners.Exceptional communication / presentation skills with ability to influence a variety of audiences.Ability to lead cross-functional teams and work collaboratively with senior leadership.Strategic mindset with ability to drive innovation and encourage a culture of continuous improvement.Strong analytical & critical thinking skills, with ability to synthesize complex data into actionable insights.Ability to thrive in a fast-paced, dynamic environment and effectively manage shifting priorities.Experience leading advanced analytics solutions like commercial/marketing mix models, predictive modeling / data science, and sales lift analyses to optimize marketing / digital investment.What is nice to have:
Experience in the wealth management industry.Experience in building high-performance teams within analytics and insights functions.Travel Requirements:
Up to (10%)
Compensation Range:
The base annual salary range for this role is $145,000 to $175,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
#LI-Remote
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.Easy access to mental health benefits to meet our team members and their families where they are.20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.Paid parental leave to support all team members with birth, adoption, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.