Data Science Vice President, Wealth Management

What you'll do

• Lead a team to deliver machine learning solutions that improve client outcomes and operational efficiency.
• Analyze client usage across risk segments to understand the relationship between risk appetite and portfolio allocations.
• Fine-tune machine learning models to predict price elasticity and inform advisor discounting policies.
• Identify common selling sequences by investment product to optimize advisor sales practices.
• Use regression analysis and forecasting methods to estimate the impact of product enhancements or pricing changes.
• Lead ideation sessions with product and channel leaders to develop go-to-market strategies for new products.
• Develop streamlined dashboards to track money movement across asset classes and investment products.
• Identify and develop opportunities to leverage artificial intelligence and agentic tools to improve decision quality.

What we're looking for

• BS Degree in an applicable STEM field.
• 5+ years of industry experience producing advanced analytics work.
• 2 years of people management experience, including performance management, coaching, and team development.
• Programming skills in Python, R, and Java for big data and statistical modeling.
• Solid understanding of asset allocation, investing, and performance analytics concepts.
• Strong written and verbal presentation skills with the ability to influence senior management.
• Experience supporting wealth management, investing, or self-directed investing businesses (preferred).
• Demonstrated growth mindset through ongoing learning and participation in data science competitions or conferences (preferred).