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Manager, Investment Platforms & Wealth Solutions Analytics

Quick Facts

Boston, Massachusetts ID# 2019-24567 Regular Full-Time Manager


This position is responsible for managing a team that is responsible for translating data into meaningful and actionable insights for business partners. Analyses performed by this team directly impact and influence strategic decision making across this firm. The role will use reports from disparate data sources to spot meaningful trends and patterns. Findings may be communicated through dashboards, graphs, charts etc.

This team works closely with business teams and reporting partners in support of business decision support and product management.


  • Analyze data and reports to identify trends/insights that will influence business decisions. Analyses supported includes, product analytics, channel analytics, financial analytics, customer behavior analytics, marketing analytics, etc.
  • Conduct reporting, including reporting from disparate data sources, to support business requirements
  • Use deductive and inductive research approaches to support decision making
  • Help the business identify and formulate hypotheses (deductive)
  • Monitor data and identify patterns and trends (inductive)
  • Communicate findings to business in a concise and understandable fashion
  • Create presentations, graphs, dashboards, etc. to display findings and results utilizing Excel, Tableau, PowerPoint, etc.
  • Ensure bias and data quality issues are resolved or explained when communication occurs
  • Demonstrate domain expertise in order to be able to think strategically about relevant data sets and metrics
  • Work with the business to identify metrics to be tracked, including key performance indicators, client segments, etc.
  • Assist in translating business stakeholder requirements into reporting deliverables for the reporting team to automate
  • Proactively monitor metrics and make recommendations for changes, additional metrics and key performance indicators
  • Work with the Data Reporting and Data Management teams on projects to close data gaps that team has identified
  • Work closely with Reporting and Data Management teams to advance data quality and data management efforts across the firm
  • Develop trusted partnerships with business leaders based on collaboration and knowledge of business
  • Train, mentor and develop Analysts on team through regular coaching and one-on-ones
  • Collaborate with analysts to use expanded data sets and query techniques
  • Participate in seminars and trainings to advance reporting capabilities
  • Partner with the DATA group to support the adoption of data quality and data governance for the team
  • The first year of the role will be focused 75% of the time this role will have will be dedicated to a specific project designed to provide rigor to the dashboard and KPI measurement (aka reporting) portfolio. If a candidate is not comfortable with this they should not apply or take the role as this is not negotiable


  • 4 Year College Degree in Business, Mathematics, Finance, Economics or Management Information Systems
  • Graduate Degree preferred
  • 6-8 years related experience
  • Understanding and ability to conduct data extraction
  • Ability to coach, manage and develop a team of analysts
  • Interest in improving processes an creating efficiencies
  • Demonstrates curiosity about what drives business trends and customer behaviors
  • Strong influencing capabilities and executive presence to be able influence business partners without authority
  • Must be comfortable with constantly evolving environment and rapidly changing priorities
  • Must be Business-Centric, Data-Oriented, Analytically Minded and Results Driven
  • Strong understanding of  product metrics such as conversion rates, response rates, ROI, etc.
  • Strong Knowledge of SQL Server
  • Advanced Knowledge of Tableau
  • Ability to identify appropriate datasets to be able to support analytics
  • Attention to detail and accuracy
  • Advanced critical thinking skills to scope and frame problems
  • Displays excellent judgment to understand and support business needs
  • Must be able to effectively plan and manage responsibilities autonomously
  • Effective communication skills to manage expectations and challenges
  • Effective interpersonal and relationship building skills to effectively work with teammates and business partners
  • Military education or experience may be considered in lieu of civilian requirements listed

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2019 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time

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  • 350+Branches
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  • 18,380 Hours Volunteered to
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