Data Strategy Lead

AB Investments, Inc
Nashville, TN Full Time
POSTED ON 5/20/2024 CLOSED ON 7/20/2024

What are the responsibilities and job description for the Data Strategy Lead position at AB Investments, Inc?

Who You’ll Work With: We are looking for a Data Strategy Lead to support our US Retail business on the Business Intelligence team. The Business Intelligence team provides advanced analytics, dashboards, and reporting to drive strategic decisions and enhance sales throughout the US Retail sales organization. This role will enable and execute data strategy and integration (both internal and third party) to deliver data to our sales and sales leadership teams in a meaningful and actionable way. The AVP, Data Strategy Lead will work with sales teams, leveraging data to grow existing relationships and seek out opportunities for new business; clearly communicating insights to key stakeholders, including the US Retail sales leadership team. The ideal candidate is a solutions-oriented leader, comfortable with ambiguity and excited to chart a course of data delivery that will have measurable business impact. What You’ll Do Specific responsibilities include but are not limited to: Serving as the liaison between internal data teams at AB and third-party data vendors to enable and execute both short-and long-term data strategy solutions Establishing a process to identify, evaluate and intake new data sources and data sets Overseeing data strategies. Ensuring efficient collection, storage, transformation, governance, and analysis Developing and communicating insights to senior stakeholders to drive strategic decisions, partnering closely with different functions, including the Distribution Enablement and Intelligence team Fostering a data-driven culture by demonstrating deep understanding of US Retail distribution and generating ideas to apply data to support achievement of strategic business objectives Development and implementation of data visualizations and sales enablement assets Partnering with AB’s technology team to implement data governance and enhance data quality What We’re Looking For: The ideal candidate should have: Bachelor’s degree in finance or related field with 5-7 years of experience – advanced degrees (MS/MBA) preferred 5 years’ experience in a data-related field - developing analytical strategies, business intelligence capabilities, and overall ‘data driven decision making’ roadmap development Background in US Retail distribution in the asset management industry and associated third party data sources: DST Walletshare Firm Data Packs Envestnet Discovery BrightScope Broadridge Demonstrated ability to manage multiple projects and delivery timelines A strong track record of successfully leading and implementing large and complex projects Excellent analytical and problem-solving skills Proven ability to communicate and collaborate across departments/levels to develop solutions and influence outcomes Relentless intellectual curiosity and a drive to excel at the highest level Strong understanding of modern data platforms and designs Expertise with data visualization tools such as PowerBI, Tableau and MicroStrategy Experience with SQL and Excel is highly desired Location Nashville, TN, US Who We Are: We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Nashville, Tennessee We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.
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