Job Description
The B&I Analytics team supports Personal Investor's Brokerage & Investments business. This analyst will partner closely with the Education Savings group to uncover actionable insights and help shape strategies that drive engagement and growth across 529 products. Responsibilities include end-to-end ownership of KPI reporting, deep-dive analyses to identify behavioral drivers and product adoption trends, development of data-driven strategies to support business goals, forecasting, and segmentation modeling to better understand client needs and optimize outreach.
Responsibilities:
Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiati...
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