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Data Analyst

Wealth LLC

Senior Data Analyst, ProductWealth.com is the industry's leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company's Best Workplaces for Innovators!Role OverviewAs a Senior Data Analyst, Product, you will partner with our product team to strengthen data-informed decision making by defining sharp success metrics. You will dive deep into our transformation and reporting platforms to improve self-service through AI and traditional dashboards, while also delivering ad hoc analyses to guide product development.What You'll DoDevelop and maintain key performance metrics and dashboards to track success metrics across our productAnalyze product usage and revenue data to identify trends, opportunities, and areas for improvementAccelerate AI self-service in our intelligence layer: Omni and AmplitudeResearch and implement best practices to enhance AI reporting accuracy and reliabilityProvide actionable insights to senior leadership and business stakeholders to inform decision-makingRefine ambiguous questions and generate new insights through a deep understanding of the data, our customers, and our businessAbility to translate technical and quantitative analyses into digestible and actionable recommendationsWhat You'll Bring4+ years of experience in analytics or strategic role at a technology companyStrong SQL and dbt skillsPrior experience with Omni (or similar BI tools)Understanding of SaaS business models and product metricsVery strong organizational skillsStrong communication skillsExperience optimizing context for and output of AI analytical systemsBenefits & PerksHybrid work arrangement in New York City (3x a week)Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.100% company-paid basic life insurance, short-term and long-term disability insurance.100% paid parental leave upon eligibility.Company equity managed through Carta.401k with match and 100% vesting upon hire.Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.Free estate planning for life!Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

Vacancy posted 5 days ago
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