Senior Manager, Forecasting Analytics – Personal Investor

We are seeking a strategic and results-driven Senior Manager to lead Forecasting Analytics for the Personal Investor business. This leader will build and develop a high-performing team responsible for delivering accurate, actionable forecasts of key PI metrics. The scope of this role spans macro-level, top-down forecasting, as well as detailed, bottoms-up forecasts across distribution channels to inform business planning and decision-making. Success in this role requires a blend of deep technical expertise and exceptional stakeholder management skills. The Senior Manager will collaborate closely across PI business, PI Analytics, PI Finance, as well as our AWM partners to drive forecasting excellence in support of growth strategies and to drive cross divisional alignment.

Candidates should have demonstrated hands-on experience building, maintaining, and evolving forecasting models using a variety of techniques (e.g., ARIMA, Prophet) and possess outstanding partnership and communication skills to influence and align stakeholders across the organization. 

Core Responsibilities 

• Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. 

• Oversees a team of advanced data analysts as they work with key stakeholders to understand business strategy, questions and goals. Provides sponsorship and subject-matter-expertise to ensure the successful completion of a portfolio of strategic data projects. 

• Leads team of analysts as they and deliver presentations that translate analytic insights into tangible, actionable solutions for business partners to implement. Provides expert consulting to create recommendations that incorporate an understanding of both the business unit's operational goals and the analytics skills, tools, data and processes to achieve them. Presents findings to senior leadership. 

• Collects, analyzes, and communicates statistics related to daily business operations. Uses findings to develop processes, procedures, and workflows to improve operational effectiveness. 

• Develops and maintains strong internal and external relationships in order to manage cross-departmental and cross-divisional data projects and coordinates the resolution of operational problems and issues. 

• Assists in developing short and long-term initiatives for department to align with business strategies. Participates in business planning activities and develops budgets to determine feasibility and resource needs. 

• Supports team's continuous development to advance their technical skillsets, and to stay informed of industry innovations in analytics and tools. 

• Defines internal and/or external suite of products and custom and scalable analyses to meet stakeholders' needs for information and insights. Researches and applies industry best practices and market trends. 

• Participates in special projects and performs other duties as assigned. 

 
Qualifications 

• Minimum of eight years related work experience. 

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.