Job responsibilities

• Searching for collections of behaviors and events that individually are innocuous but collectively indicate a likely next action in order to enable timely, relevant outreach
• Analyzing drivers of advisor performance to understand the relative impact of opportunity, behaviors, and effectiveness on acquisition and deepening outcomes
• Predicting a segment’s unique financial needs within the first 3 months on book to improve engagement and deepening with new clients
• Overlaying customer and channel behaviors across our local markets and branch footprint to determine how to optimize in-person and remote staffing
• Providing expertise as to how data visualization,  algorithms, machine learning, and text analytics/NLP can be leveraged to optimize sales performance
• Creating self-serve tools to put real-time information in the hands of decision-makers
• Identifying potential attrition events and determining how early the prediction needs to be made for any counteraction to be effective