Vice President, Analytics

AssetMark

VP of Analytics leading data transformation and strategy at AssetMark, a wealth management platform. Driving insights and operational performance through advanced analytics and modeling.

Posted 6/3/2026full-timeCharlotte • Arizona, California, Illinois, North Carolina • 🇺🇸 United StatesLead💰 $200,000 - $230,000 per yearWebsite

Tech Stack

Tools & technologies

AWSAzureCloudTableau

About the role

Key responsibilities & impact

Define and implement a comprehensive analytics strategy aligned with AssetMark’s business objectives and growth plans, identifying new opportunities to leverage data-driven insights for competitive differentiation
Champion the adoption of predictive analytics, AI, and machine learning for business process improvement, advisor enablement, and client impact
Own enterprise business intelligence capabilities, including executive reporting, KPI frameworks, dashboard strategy, and self-service analytics
Lead the design, deployment, and optimization of analytics operations, including advanced reporting platforms, data visualization tools, and analytics pipelines ensuring scalability and reliability
Oversee the integration and enhancement of company analytics infrastructure with AssetMark’s enterprise data lake and cloud data platforms (e.g., Snowflake, AWS, Azure), enabling seamless access to trusted, high-quality data
Direct the development and operationalization of advanced analytics solutions, including segmentation, forecasting, next-best-action models, lead scoring algorithms, and process automation
Partner with Product, Engineering, Sales, Marketing, and Operations leaders to leverage analytics for business optimization and client outcomes, embedding recommendations and insights into workflow tools and business intelligence
Build and develop a world-class analytics team, attracting top talent in data engineering, analytics, and data science
Mentor, coach, and promote professional growth within the analytics function, fostering a high-performance, innovation-focused culture

Requirements

What you’ll need

12+ years of professional experience in analytics, data science, or business intelligence
Preferred candidates will have 5+ years in leadership roles within wealth management, asset management, or financial services
Demonstrable experience architecting and scaling analytics organizations, including building advanced analytics and data science capabilities
Deep expertise in business intelligence, advanced analytics (predictive modeling, segmentation, forecasting), machine learning, and cloud data platforms (Snowflake, AWS, Azure)
Proficient with analytics tools such as Tableau, Power BI, Databricks, and relevant ML frameworks
Exceptional ability to translate complex analytics findings into business opportunities and strategies, with strong communication skills for engaging stakeholders at all levels
Proven track record of leading high-impact analytics teams and projects in entrepreneurial, growth-focused environments
Strong background in analytics governance, data quality, privacy regulations, and compliance frameworks specific to financial services and wealth management
Outstanding leadership qualities, demonstrated ability to attract, mentor, and retain top analytics talent
Bachelor’s or Master’s degree in Analytics, Data Science, Computer Science, Statistics, Mathematics, or related quantitative field; advanced degree preferred.

Benefits

Comp & perks

Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

analytics strategypredictive analyticsmachine learningbusiness intelligenceadvanced analyticsdata visualizationdata engineeringdata scienceforecastingsegmentation

Soft Skills

leadershipcommunicationmentoringcoachingteam buildingstakeholder engagementinnovationbusiness optimizationprofessional growthhigh-performance culture

Certifications

Bachelor’s degreeMaster’s degreeadvanced degree in Analyticsadvanced degree in Data Scienceadvanced degree in Computer Scienceadvanced degree in Statisticsadvanced degree in Mathematics