Data & Analytics Manager

Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970.

JOB STATEMENT

The incumbent will be responsible for managing the daily, monthly, and quarterly data and analytics functions for our Intermediary business. This role requires a strong background in data management, reporting, and campaign analytics, as well as proficiency in a range of platforms and tools. ESSENTIAL Duties and Responsibilities Generate activity, cash flow, and revenue reports Import and manage large datasets of clients and prospects Maintain accurate and up-to-date client records and distribution lists Marketing Campaign Execution (Pardot) Collaborate with Sales and Marketing teams to design and execute targeted campaigns Track campaign performance and engagement metrics Analyze outreach data and recommend strategies to improve reach and effectiveness Coordinate follow-up efforts with the Sales team based on campaign responses Data Analytics Oversight Provide consistent and ongoing data analysis for the Intermediary team using tools such as: Broadridge Kyloe Fidelity Network Portal Envestnet FiServ 4U Pardot Reporting & Insights Produce recurring reports for leadership and sales teams, including: Industry cash flow trends Sector and competitive analysis Hypothetical performance comparisons Daily, monthly, and quarterly sales metrics Assist in the creation of strategic materials such as: Heat maps and sector analysis Market flow and trend-based insights

QUALIFICATIONS

Minimum of 5-7 years of relevant experience in data analytics, sales operations, or marketing analytics Proficiency in Excel, Salesforce, Pardot, Envestnet, Dakota, and other relevant platforms Strong analytical and problem-solving skills Ability to work cross-functionally with Sales, Marketing, and Management teams Excellent communication and organizational skills #J-18808-Ljbffr Sterling Capital Management LLC