Responsibilities
Strategy
• Define and evolve our enterprise Data & Analytics strategy in alignment with business priorities.
• Build a framework that translates business outcomes into prioritized D&A initiatives, creating a culture of data-driven decision-making.
• Develop and maintain a strategic roadmap and investment plan for analytics initiatives.
• Establish a value-tracking framework for analytics use cases and enterprise KPIs.
• Work closely with Finance and business leaders to quantify and realize business value from analytics.
• Coordinate across teams to ensure clarity, prioritization, and strategic focus.
• Serve as the voice of D&A in enterprise planning, budgeting, and innovation forums.
• Support executive and board-level reporting on analytics investments and ROI.
• Contribute to decisions on data operating models and investment governance.
• Establish value tracking frameworks and ROI dashboards with Finance.
• Partner with Technology to ensure platforms and processes enable speed, trust, and reuse.
• Represent D&A in planning, budgeting, and innovation forums.
Data Fluency & Business Process
• Oversee the standardization of data business processes, including data intake, lifecycle management, quality, stewardship, and decision-support workflows to enable scalable and trusted analytics.
• Lead data literacy and data fluency across the organization, designing and overseeing role based learning pathways (foundational to advanced) that build confidence in interpreting, using, and communicating with data.
• Manage the development and maintenance of data fluency curriculum and training programs, including courses, certifications, learning content, and enablement materials tailored to business leaders, managers, and practitioners.
• Partner cross functionally with HR, IT, Analytics, and business leaders to embed data fluency into onboarding, leadership development, and ongoing capability building programs.
• Champion a data driven culture, promoting best practices in data informed decision making, storytelling, and ethical data use across the enterprise.
• Establish success metrics for data maturity and data fluency, tracking adoption, skill progression, and business impact of training and data process improvements.
• Provide thought leadership and change management to support organizational adoption of modern analytics tools, self service data platforms, and standardized data practices.
• Mentor and lead teams or communities of practice responsible for data enablement, education, and business process optimization
Qualifications
• Bachelor’s degree or equivalent experience.
• 15+ years in strategy, planning, or analytics leadership.
• Proven experience in strategy, analytics, and value realization within financial services.
• Strong executive communication and stakeholder engagement skills.
• Familiarity with AI governance, data platforms, and operating models.
• Ability to connect analytics to growth, risk, and client experience outcomes.
• Financial Services experience preferred.
• Travel up to 20%.
Company
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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