Director, Data Trust

At Cetera, we believe data isn’t just numbers—it’s the fuel for smarter decisions and better outcomes for advisors and their clients. We are seeking a visionary and execution-focused Head of Analytics to lead our mission of delivering Impactful Insights that empower decision-making and drive business value. This leader will own both Traditional Analytics (e.g., business intelligence, dashboards, self-service reporting) and Advanced Analytics (e.g., data science, statistical modeling), creating a cohesive and forward-thinking analytics function. 
The ideal candidate will guide the organization from descriptive reporting to predictive and prescriptive insights, partnering closely with business leaders, technology, and data teams to embed analytics into daily operations and strategic planning. 

Key Responsibilities: 

•    Define and execute the analytics vision and roadmap to support strategic and operational priorities. 
•    Oversee traditional analytics capabilities, including business intelligence, dashboarding, and self-service reporting. 
•    Lead advanced analytics initiatives using Statistical modeling to deliver predictive and prescriptive insights. 
•    Mentor analytics talent; grow a robust, diverse team with clear development and succession plans. 
•    Engage senior leadership and board stakeholders; drive cultural change to embed insights in decision-making. 
•    Define business cases, pricing models, and go-to-market strategy for advisor or client-facing data products. 
•    Partner with advisor channels and internal stakeholders to operationalize insights within CRM, planning tools, and client workflows. 
•    Track KPIs: adoption rates, revenue uplift, cost savings, retention, and data quality improvements. 
•    Lead in governance councils, participate in M&A, regulatory forums, and other strategic initiatives. 
•    Represent analytics in enterprise governance forums and strategic initiatives (including M&A and regulatory reporting). 
•    Serve as a trusted advisor to executives, translating complex insights into clear, actionable narratives. 
 

Qualifications: 

•    10+ years in analytics, with at least 5 years leading teams. 
•    Strong knowledge of analytics methodologies, including business intelligence, data visualization, and statistical analysis. 
•    Experience leading analytics organizations in both traditional BI and advanced data science. 
•    Proven ability to connect analytics to tangible business outcomes. 
•    Expertise in BI tools (Power BI, Tableau), advanced analytics (Python, R, SQL), and cloud based environments. 
•    Strong communication skills—able to simplify complexity for senior stakeholders. 
•    Experience with KPI frameworks, data governance, and operationalizing models at scale. 
•    Financial Services experience will be preferred.

 

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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