Associate, Asset & Wealth Management, US Commercial Strategy

What you'll do

• Analyze customer profiles, behaviors, and market activity to inform target segments and product development.
• Apply cohort, time-series, and causal inference methods to measure incremental impact across marketing and pricing.
• Build segmentation, lifecycle, and customer lifetime value frameworks for Savings and CD products.
• Shape go-to-market strategies through opportunity sizing, audience targeting, and launch measurement.
• Develop dashboards and measurement frameworks to track product KPIs and operational performance.
• Analyze digital journeys and conversion funnels to identify friction and recommend experience improvements.
• Design and evaluate A/B tests and multivariate tests to measure acquisition and retention impact.
• Build and automate ML models for churn, lifetime value, and price sensitivity from design through deployment.

What we're looking for

• 3-5+ years of experience with analytics, metrics, modeling, and reporting in the financial services industry.
• Bachelor or Advanced degree in quantitative areas like Applied Math, Statistics, Engineering, Computer Science, or related disciplines.
• Experience in customer analytics, including customer profiling, segmentation, lifecycle analysis, and applying causal inference methods.
• Strong quantitative skills and experience working with large data sets and Big Data tools like SQL and Hadoop.
• Experience with Tableau, Power BI, or similar data visualization tools.
• Experience with programming languages such as Python (preferred).
• Experience with customer segmentation and applying machine learning techniques like regression, classification, clustering, and NLP.
• Prior experience developing data-driven strategies in a deposits business or with B2C marketing analytics (preferred).