Associate, Business Intelligence - Global Private Wealth

What you will do:

• Build and deliver audiences for campaigns, events, and outreach using various data sets

• Partner with Marketing and Sales to define segmentation and ensure campaigns are structured for execution
• Set up campaign tracking requirements, including audience definitions, tagging, and data capture

• Track campaign and event performance, including engagement, conversion, and return on investment

• Evaluate results to identify what is working and where adjustments are needed
• Monitor follow-up activity to assess impact on pipeline and sales progression

• Extract and manage data from Snowflake, Salesforce, and marketing platforms to support analysis and reporting

• Design and support development of Power BI dashboards that provide transparency into campaign performance and sales engagement
• Deliver recurring and ad hoc reporting to support marketing execution and sales priorities

• Translate marketing engagement into actionable outputs that support sales outreach and prioritization

• Partner with Sales and Marketing to ensure data accuracy and consistent use of campaign data
• Identify trends in engagement and performance to inform future campaign execution

What you bring:

• Experience in asset management, private markets, wealth management, or financial services strongly preferred
• Demonstrated success in implementing data-focused marketing and segmentation efforts
• Familiarity with marketing attribution models and campaign performance analytics
• Experience working with CRM and analytics tools such as Salesforce, Snowflake, Power BI, Tableau, or similar platforms.
• Strong analytical and problem-solving capabilities that translate complex data into actionable insights
• Strong collaboration skills with the ability to work effectively across global sales, marketing, and analytics teams

• Bachelor of Arts (B.A), Bachelor of Science (B.S), or equivalent experience

• 5-7 years in marketing and/or distribution analytics, marketing operations, or comparable positions