Data & Analytics Lead

Role Overview

• Serve as the primary point of contact for At Work-related data and analytics needs
• Partner with CAPTRUST’s centralized data team to prioritize, design, and improve data solutions supporting At Work
• Help establish consistent definitions, metrics, and reporting standards across the At Work practice
• Improve data quality, clarity, and usability over time
• Support and enhance internal and client-facing reporting used by At Work teams
• Work closely with Operations to understand recurring reporting needs and reduce one-off or manual efforts
• Develop dashboards and reports that support operational planning, advisor effectiveness, and leadership decision-making
• Translate reporting outputs into insights that inform action, not just describe activity
• Develop qualitative and quantitative measures of client and participant engagement, trust, and relationship health
• Help establish ongoing feedback loops across the client and participant lifecycle, beyond episodic surveys
• Identify trends that signal strengthening relationships, stagnation, or potential breakdowns
• Support analysis related to the annual financial wellness survey and other experience-related initiatives
• Analyze patterns associated with strong long-term outcomes such as sustained engagement, retention, and expansion of advisory relationships as needs evolve
• Partner with leadership and Operations to identify where additional investment of time or resources may be needed
• Help reduce reliance on anecdotal feedback through clearer, shared insight

Requirements

• Bachelor's degree in data analytics, computer science, information systems, or a related field (or equivalent work experience)
• 10 years’ experience in analytics, reporting, or data analysis
• Experience with Microsoft Dynamics 365, Power BI a plus
• Experience in advisory, professional services, or relationship-driven environments
• Exposure to internal business intelligence tools, reporting platforms, or analytics products
• Experience working closely with Leadership, Operations and Client-facing teams
• Strong knowledge of retirement plans and financial wellness
• Ability to work independently and exercise sound judgment in ambiguous environments
• Experience translating data into insights that support operational or client-facing teams
• Strong collaboration skills across Operations, advisors, and leadership
• Comfort managing multiple priorities and adapting as needs evolve

Benefits

• Company discretionary bonus
• Health, dental, and vision coverage
• Employer 401(k) plan and company match
• Health savings accounts
• Flexible spending accounts
• Voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL)