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US 8w maternity 8w paternity

  • Analyze client segmentation and revenue data to identify trends and inform growth strategy.
  • Build and maintain models to track operational and capacity metrics and support workforce planning.
  • Develop and present analyses and recommendations to senior leadership.

Financial Modeling Excel PowerPoint Data Analysis SQL

20 jobs similar to Senior Manager, Wealth Solutions Strategy and Analytics

Jobs ranked by similarity.

  • Combine strategic thinking, financial expertise, and data-driven insights to assess emerging concepts and build compelling business cases.
  • Develop robust financial models, ROI analyses, and five-year forecasts to support product investment decisions.
  • Conduct market research and competitive analysis to identify healthcare trends and growth opportunities.

CareCentrix is a healthcare services company that partners with health plans and providers to deliver innovative solutions. They foster a values-driven culture focused on care, integrity, excellence, and collaboration.

$105,000–$120,000/yr
US

  • Own monthly financial reporting, including variance analysis and executive summaries for senior leadership.
  • Lead quarterly forecasting and annual budget development across revenue and expense categories.
  • Partner with cross-functional teams on ad hoc strategic projects and business case analyses.

SoulCycle is a purpose-driven fitness company that redefines health and happiness through indoor cycling, building community and hospitality. They foster an open, diverse, and inclusive culture, empowering employees to learn and grow together.

Global

  • Build and maintain financial models (budgeting, forecasting, scenario planning)
  • Analyze company performance against targets; flag trends, risks, and opportunities
  • Prepare materials for quarterly board meetings, including financial performance and KPI summaries

Panoptyc uses visual AI and manual reviewers to help retailers detect theft in over 15,000 markets across the United States. As a fully remote, rapidly growing team, we are reshaping the future of retail security.

$95,000–$105,000/yr
US

  • Serve as the analytics lead for Community growth initiatives, shaping strategy, measurement, and optimization.
  • Own Power BI dashboards, executive scorecards, and reporting tools to drive data-driven decisions.
  • Partner with Marketing, Client Development, and Business Intelligence to identify growth opportunities and improve performance.

Mercer Advisors integrates financial planning, investment management, tax, estate, and insurance for families. They serve over 31,300 families across 90+ U.S. cities and over half of their employees are women.

Global

  • Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
  • Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
  • Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.

Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.

$77,300–$102,500/yr
US 3w PTO

  • Drive profitable growth in Small Commercial Specialty Lines by delivering actionable insights and influencing decisions.
  • Mine and analyze large datasets using advanced techniques to inform business strategies and recommendations.
  • Collaborate with cross-functional teams to align on solutions and communicate findings to senior leadership.

Liberty Mutual is a global insurance company offering property and casualty coverage. They are a large employer with an inclusive culture and diverse benefits.

$83,000–$88,000/yr
US

  • Serve as the day-to-day owner of the analytical and reporting engine behind investor communications.
  • Produce the analysis and materials that inform Board and executive-level decision-making.
  • Partner with the Director to develop revenue and margin models at the customer level.

HealthEdge provides software solutions for healthcare payers. The company fosters a builder's culture with real ownership and limited inherited infrastructure.

$99,000–$138,000/yr
US

  • Own and enhance Headspace's pricing strategy by optimizing models and testing assumptions with cross-functional teams.
  • Build competitive pricing intelligence from market signals and win/loss data to inform GTM leadership.
  • Analyze engagement and financial data to connect price points to deal outcomes and drive decisions.

Headspace provides accessible mental health support through evidence-based content, clinical care, and technology, serving millions of members worldwide. The company fosters a collaborative, inclusive culture grounded in values like making the mission matter and iterating to great.

Mexico

  • Build and analyze financial models and pricing scenarios for standard and non-standard agreements, evaluating critical variables including pricing, discounting, term length, usage commitments, and gross margin impact.
  • Partner with Sales to structure commercially sound deals by analyzing tradeoffs across price, volume, and risk, ensuring all structures align with Twilio's financial guardrails.
  • Own the end-to-end Deal Desk operational workflow in Salesforce/CPQ, from quote building to opportunity closure, ensuring 100% data integrity and policy compliance.

Twilio shapes the future of communications, delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers to craft personalized customer experiences. The company is dedicated to remote-first work and a strong culture of connection and global inclusion, making you part of a vibrant, diverse team.

$250,000–$275,000/yr
US

  • Develop and maintain effective planning and analysis to provide senior management with analytical tools and measure performance.
  • Partner with cross-functional teams and international managers to align business goals with company goals.
  • Lead the global annual budgeting process, financial planning, and monthly re-forecasting.

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security, securing both AI agents and humans.

$110,000–$130,000/yr
US Unlimited PTO

  • Analyze large datasets to identify patterns in payment processing success, chargeback, and fraud rates.
  • Monitor and forecast payment metrics, such as acceptance and fraud rates, using data analysis and modeling.
  • Collaborate cross-functionally with Finance, Platform, and Product teams to drive growth and improve operations.

BOLD helps people build stronger resumes, cover letters, and CVs, empowering millions globally to find jobs faster. They are an established global organization with a culture that values diversity, inclusion, and professional fulfillment.

$120,000–$140,000/yr
US 8w maternity 8w paternity

  • Support the investment research process through manager due diligence, capital markets analysis, and performance documentation.
  • Conduct initial and ongoing due diligence of traditional and quantitative investment managers, building tools for attribution and risk analysis.
  • Prepare materials for the Investment Committee, contribute to capital markets research, and support regulatory audits and policy documentation.

Mercer Advisors helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA firm by Barron's, the company fosters a flexible, inclusive workplace with over half women employees and client-facing professionals.

US

  • Develops strategic commercial approaches and supports opportunity execution for sales teams.
  • Builds financially driven business cases, ROI analyses, and value models to demonstrate measurable business impact.
  • Collaborates with cross-functional teams to influence pricing strategies, deal structures, and customer-facing business cases.

The company operates in the technology connectivity industry, focusing on transforming digital connectivity experiences. The size is not specified, but it offers a collaborative and fast-paced work environment.

US

  • Lead enterprise-wide reporting initiatives to drive strategic decision-making and business transformation.
  • Partner with executive leadership and cross-functional teams to deliver actionable insights and establish reporting standards.
  • Translate complex financial and operational data into clear business recommendations using advanced analytics and BI tools.

Theoria Medical provides multispecialty physician services to skilled nursing facilities across the US, combining medical excellence with technological advancement. They prioritize innovation, compassion, and transparency, operating without ego and focusing on patient outcomes.

$120,000–$140,000/yr
US Unlimited PTO

  • Build and own the financial models and forecasting infrastructure that power planning and decision-making as we scale.
  • Drive investment and growth decisions through analyses grounded in unit economics, cohort trends, and more.
  • Automate manual reporting with AI and modern tooling, turning recurring asks into self-serve dashboards and systems.

Owner is an AI-native platform that helps local business owners, starting with restaurants, manage their online presence, ordering, CRM, and POS. The team is in the low hundreds, composed of top talent from leading SMB software companies, with a culture of agentic improvement and remote-first work.

$85,000–$120,000/yr
US Unlimited PTO

  • Develop underwriting strategies for the assigned loan portfolio to improve performance and achieve business objectives.
  • Build dashboards and automate complex queries to monitor portfolio performance and enhance credit risk insights.
  • Interface with the Modeling/Scoring team to deploy risk strategies based on new models and improve deployment effectiveness.

Attain Finance brings over 50 years of expertise in providing credit solutions across the U.S. and Canada. They are a leading consumer credit lender with a portfolio including brands like Cash Money, LendDirect, and Heights Finance.

US

  • Act as finance and strategy business partner to a dedicated sales team, providing oversight and analytical support.
  • Responsible for monthly results reporting, budgeting, forecasting, and analyzing business drivers.
  • Assess financial impact of business decisions and coordinate with teams to maximize profitability.

KnowBe4 is a pioneer in digital workforce security, providing attack simulation and training to secure both AI agents and humans. Trusted by over 70,000 organizations worldwide, the company offers a modern, high-tech, and fun work environment.

US

  • Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
  • Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
  • Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.

Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.

US

  • Own and continuously improve the company's operating model, including revenue, cost structure, headcount, and cash runway.
  • Build and maintain unit economics and customer-level profitability models in a healthcare SaaS environment.
  • Prepare board-ready financial materials and support leadership discussions around capital planning and fundraising.

Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. They partner closely with health systems and are in a phase of meaningful scale, with growing customers and increasing financial complexity.

$83,000–$113,000/yr
US Unlimited PTO

  • Maintain core analytics and data infrastructure, building BI tables and dashboards for cross-functional teams.
  • Drive operational insights by analyzing logistics, phlebotomist utilization, and supply/demand planning.
  • Support strategic initiatives including market expansion modeling, partner analysis, and financial forecasting.

Getlabs is the leading platform for at-home diagnostics, enabling healthcare organizations to send mobile phlebotomists to patients' homes. The company has raised $50M from strategic investors including Labcorp and Quest, and is now part of Function Health, with a team of ambitious colleagues.