Job Details

JOB SUMMARY

As the Marketing Analytics Senior Manager at Creative Planning, you will be the strategic architect of our data-driven growth engine. You will bridge the gap between complex data science and executive-level marketing strategy, providing the insights necessary to optimize our brand presence, client acquisition, and long-term retention.

As a direct report to the Chief Marketing Officer, you will oversee the development of our analytics framework, converting raw data into comprehensive insights that inform multi-million dollar budget decisions and improve the fiduciary services provided to our clients.

JOB DUTIES

Marketing Acquisition & Performance Analytics

• Attribution Modeling: Design and manage multi-touch attribution (MTA) models to accurately assign value to various channels (Digital, Print, TV, Events, and Referrals).
• Media Optimization: Partner with the growth team to analyze channel performance, identifying high-yield opportunities to lower Client Acquisition Costs (CAC) while increasing lead quality.
• Funnel Velocity: Monitor the lead-to-client lifecycle, identifying bottlenecks in the conversion process and recommending interventions to increase sales velocity.

Retention & Client Lifecycle Analytics

• Churn Mitigation: Develop predictive models to identify "at-risk" clients and provide actionable insights to the wealth management teams to improve AUM retention.
• Cross-Sell & Share of Wallet: Analyze client portfolios and behaviors to identify opportunities for additional services (Tax, Estate Planning, Trust Services), driving deeper household penetration.
• LTV Analysis: Calculate and track Lifetime Value (LTV) across various client segments to guide long-term strategic investments.

CX (Customer Experience) Analytics

• Journey Mapping: Utilize data to visualize and analyze the end-to-end client journey, identifying "moments of truth" that impact client satisfaction.
• Sentiment & Feedback: Lead the analysis of NPS (Net Promoter Score), CSAT, and qualitative client feedback, correlating these metrics with business outcomes.
• Digital Experience: Collaborate with product and web teams to analyze user behavior on digital portals, optimizing for engagement and ease of use.

Marketing Planning & Strategic Finance

• Budgeting & MMM: Lead the annual and quarterly marketing budgeting process using Media Mix Modeling (MMM) to forecast the impact of spend on firm growth.
• KPI Framework: Establish and maintain the "Marketing Command Center"—a suite of executive dashboards that provide real-time visibility into marketing ROI.
• Strategic Advisory: Act as a primary advisor to the CMO on resource allocation, market trends, and competitive positioning based on data-driven forecasts.

Leadership & Soft Skills

• Data Storytelling: Translate "rows and columns" into a compelling strategic narrative for the CMO and Executive Planning Committee.
• Fiduciary Mindset: Uphold data integrity, accuracy, and confidentiality standards, ensuring alignment with wealth management industry regulations and fiduciary responsibilities.
• Collaborative Influence: Partner cross-functionally with IT, Finance, and Legal/Compliance teams to ensure data accessibility and accuracy.
• Agility: Operate effectively in a fast-paced environment where the ability to pivot based on new data is essential.

REQUIRED EXPERIENCE / QUALIFICATIONS

• Experience: 8–12+ years in marketing analytics, business intelligence, or data science, ideally within Financial Services, Wealth Management, or a high-growth Professional Services environment.
• Education: Bachelor's degree in a quantitative field (Statistics, Economics, Finance, Data Science). Master's degree or MBA preferred.
• Data Stack: High proficiency in SQL and experience with BI tools (Tableau, Power BI, or Looker). Experience with Snowflake or similar cloud data warehouses is a plus.
• MarTech: Familiarity with Salesforce (CRM), marketing automation platforms (HubSpot/Marketo), and Google Analytics 4.
• Statistical Modeling: Experience with Python or R for predictive modeling and advanced statistical analysis.