Data & Analytics Lead

CAPTRUST

Data & Analytics Lead managing data definitions and analytics for CAPTRUST. Enhancing reporting and insights for operational performance and client engagement in remote settings.

Posted 5/30/2026full-timeRemote • Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington • 🇺🇸 United StatesSenior💰 $110,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for At Work-related data and analytics needs
Partner with CAPTRUST’s centralized data team to prioritize, design, and improve data solutions supporting At Work
Help establish consistent definitions, metrics, and reporting standards across the At Work practice
Improve data quality, clarity, and usability over time
Support and enhance internal and client-facing reporting used by At Work teams
Work closely with Operations to understand recurring reporting needs and reduce one-off or manual efforts
Develop dashboards and reports that support operational planning, advisor effectiveness, and leadership decision-making
Translate reporting outputs into insights that inform action, not just describe activity
Develop qualitative and quantitative measures of client and participant engagement, trust, and relationship health
Help establish ongoing feedback loops across the client and participant lifecycle, beyond episodic surveys
Identify trends that signal strengthening relationships, stagnation, or potential breakdowns
Support analysis related to the annual financial wellness survey and other experience-related initiatives
Analyze patterns associated with strong long-term outcomes such as sustained engagement, retention, and expansion of advisory relationships as needs evolve
Partner with leadership and Operations to identify where additional investment of time or resources may be needed
Help reduce reliance on anecdotal feedback through clearer, shared insight

Requirements

What you’ll need

Bachelor's degree in data analytics, computer science, information systems, or a related field (or equivalent work experience)
10 years’ experience in analytics, reporting, or data analysis
Experience with Microsoft Dynamics 365, Power BI a plus
Experience in advisory, professional services, or relationship-driven environments
Exposure to internal business intelligence tools, reporting platforms, or analytics products
Experience working closely with Leadership, Operations and Client-facing teams
Strong knowledge of retirement plans and financial wellness
Ability to work independently and exercise sound judgment in ambiguous environments
Experience translating data into insights that support operational or client-facing teams
Strong collaboration skills across Operations, advisors, and leadership
Comfort managing multiple priorities and adapting as needs evolve

Benefits

Comp & perks

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
Paid time off (PTO) or Paid Sick Leave (PSL)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analyticsdata analysisreportingdashboard developmentquantitative measuresqualitative measuresdata quality improvementmetrics definitiondata solutions designtrend analysis

Soft Skills

collaborationindependent worksound judgmentadaptabilitycommunicationleadership supportclient engagementrelationship managementproblem-solvingprioritization