Data Scientist

• 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

Data & Analytics Lead

• To partner with stakeholders to identify, scope, and execute advanced analytics and data science projects
• To design data modeling processes, create algorithms, and predictive models
• To share insights that inform and enable business decisions
• Builds, prototypes, and deploys machine learning models in production environments
• Collaborates with product, technology, and other stakeholders to identify and scope data science projects
• Communicates modeling challenges, findings, and outcomes to technical and non-technical stakeholders
• Designs and implements end-to-end ETL (extract, transform, load) data pipelines integrating data from multiple data sources
• Explores new internal and external data sources and assesses their commercial benefit
• Mentors team members and serves as a subject matter expert in cross-functional discussions

Senior AI Data Scientist

• Gather, preprocess, and validate datasets from internal and external sources.
• Identify trends, patterns, and anomalies using statistical and visual techniques.
• Build and evaluate predictive models using machine learning algorithms.
• Create dashboards and visual reports to communicate findings to stakeholders.
• Maintain clear records of methodologies, code, and project outcomes.
• Work closely with cross-functional teams to align data solutions with business needs.

Data Science, AI Intern

• Serve as an embedded data lead:
• Understand the product – strategy, goals, roadmap, users – deeply enough to identify high-impact, strategic opportunities and risks.
• Use data to steer conversations: bring data-driven hypotheses, challenge assumptions, frame trade-offs, prioritize strategically.
• Translate vague product hunches into sharp analytical questions, and design the right approach to answer them.
• Be the source of truth for KPIs and product metrics: help define and monitor them, and identify trends and drivers.
• Drive decisionmaking with data: Prioritize analyses that meaningfully inform product decisions and change outcomes, reframe analysis requests that won’t do that into ones that will, and design and deliver the resulting analyses properly and rapidly.
• Lead experimentation thoughtfully: guide the team on when and when not to experiment, help enable self-serve experimentation, and focus on frequent, small experiments to speed learning.
• Identify where product strategy and ideas could be better, more easily, or more quickly implemented with the help of AI (ML or GenAI), and help enable this integration.
• Show up as a collaborative leader, not simply a service provider, and help focus work on what matters most.
• Work end-to-end to translate clinical, member, and claims data from our data warehouse into actionable recommendations: work with stakeholders to design reports and dashboards that answer real business questions, design the data flows to support these, and build the required data transformation pipelines.

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Data & Analytics Lead

Senior AI Data Scientist

Data Science, AI Intern

Senior Data Scientist