Nuveens Client Insights & Analytics organization is focused on turbo-charging distribution through digital and analytics capabilities across sales, service, marketing, and product. We are focused on:
establishing a deep understanding of our business and clients through customer research and analytics to redefine the metrics that matter
building data-driven sales and marketing practices enabled by segmentation and prescriptive modeling to target and serve financial advisors based on their needs and preferences
developing scalable engagement models incorporating digital to enhance our effectiveness, productivity, relevance and return on investment
expanding digital capabilities to deliver a distinctive, omni-channel client experience seamlessly integrating digital and human interactions
The Insights Optimization Analyst will be responsible for partnering with the VP of Marketing Analytics and Data Strategy to execute upon a firm-wide marketing data and analytics strategy. The ideal candidate will be equal parts marketer and engineer with a development skillset and the ability to thrive in an entrepreneurial environment. The role will be responsible for understanding how our clients are engaging with Nuveen and the results of those engagements, surfacing insights that enable the broader organization to execute more effectively. In addition, managing digital tracking and platforms to ensure that data flow and tracking parity exists across efforts, the role will also be deeply involved in efforts related to testing and optimization of go to market strategies.
Analyze, understand, and optimize what data is being captured in our client data environment to improve the teams understanding of customer behavior
Develop analysis on our digital interaction data and resulting transactional data to identify patterns, uncover opportunities, and create a common understanding of how clients are interacting with Nuveen
Partner with the broader team to implement tools such as marketing lead qualification and insights generation
Monitor and manage digital segments with dashboards, builders, and optimization platforms
Develop test and learn strategies related to targeting and client journeys to improve conversion
Perform problem analysis to resolve analytics, tracking, and campaign issues. Perform thorough diagnostics, providing solutions and fixing issues as they arise.
Manage 3rd party analytics, reporting, and tagging platforms to ensure that data flow and tracking parity exists across efforts. Experience in GMP or Adobe preferred.
Troubleshoot tracking and reporting issues.
Using applicable coding languages to, create, modify, and update tracking processes as necessary.
Tagging and parameter planning + generation to stakeholders.
Support the development and testing of experience implementations.
Run regular and ad hoc reporting on marketing analytics and performance.
Identify opportunities in campaign reporting for further optimizations.
Experience working in the investment management industry
3+ years in a position which has included extensive data analysis on a web product
Experience in experience-building/tracking and relevant platforms
Strong quantitative analytical skills
The ability to digest and explain complicated analyses to non-technical teams
Extensive experience with Google Analytics and reading web traffic data
Knowledge of Business Intelligence tools
A pro at tag management and setting up web event tracking and debugging
SQL, SAS a plus.4 year degree or equivalent - preferably in a quantitative field
Ability to multi-task and work efficiently under pressure with careful attention to detail
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