Organization

RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest.

As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.

Role Overview

The Marketing Data Analyst is responsible for collecting, interpreting, preparing, and reporting for all marketing programs within all reasonable audience channels. This position would also be responsible for communicating insights and recommendations to the appropriate channel owner in order to improve the effectiveness of the program.

Responsibilities

• Conducting research on consumer and market trends, target demographics, and competing brands.
• Designing and implementing market and consumer surveys.
• Gathering, analyzing, and interpreting marketing data.
• Preparing detailed reports on consumer behavior, competitors' activities, outcomes, and sales.
• Monitoring customer bases and identifying new ones.
• Forecasting future market, consumer, and sales trends.
• Working with the marketing team to inform and develop marketing strategies.
• Communicating with customers and suppliers.
• Monitoring the efficacy of marketing trends through analytical tools and software.
• Keeping abreast of the latest advancements in technology, market trends, and consumer behavior.

Education, Experience and Qualifications

• Bachelor's degree in statistics, mathematics, social sciences, marketing, or a similar field.
• 2 years’ experience working in marketing.
• Experience working in wealth management and/or banking (B2C)
• Good knowledge of analytical software, such as SAS, SPSS, and Google Analytics.
• Proficiency with computer programs, such as MS Excel, Access, and PowerPoint.
• Excellent research, analytical, and data interpretation skills.
• Exceptional verbal and written communication skills.
• Familiarity with survey tools, CRM programs, and databases.
• Strong organizational and time-management skills.
• Ability to communicate complex information in an easy-to-understand format.

RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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