Marketing Analytics Senior Manager
Creative Planning, Overland Park, KS, United States
JOB SUMMARY
As the Marketing Analytics Senior Manager at Creative Planning, you will be the strategic architect of our data-driven growth engine. You will bridge the gap between complex data science and executive-level marketing strategy, providing the insights necessary to optimize our brand presence, client acquisition, and long-term retention.
As a direct report to the Chief Marketing Officer, you will oversee the development of our analytics framework, converting raw data into comprehensive insights that inform multi-million dollar budget decisions and improve the fiduciary services provided to our clients.
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JOB DUTIES Marketing Acquisition & Performance Analytics Attribution Modeling:
Design and manage multi-touch attribution (MTA) models to accurately assign value to various channels (Digital, Print, TV, Events, and Referrals). Media Optimization:
Partner with the growth team to analyze channel performance, identifying high-yield opportunities to lower Client Acquisition Costs (CAC) while increasing lead quality. Funnel Velocity:
Monitor the lead-to-client lifecycle, identifying bottlenecks in the conversion process and recommending interventions to increase sales velocity.
Retention & Client Lifecycle Analytics Churn Mitigation:
Develop predictive models to identify "at-risk" clients and provide actionable insights to the wealth management teams to improve AUM retention. Cross-Sell & Share of Wallet:
Analyze client portfolios and behaviors to identify opportunities for additional services (Tax, Estate Planning, Trust Services), driving deeper household penetration. LTV Analysis:
Calculate and track Lifetime Value (LTV) across various client segments to guide long-term strategic investments.
CX (Customer Experience) Analytics Journey Mapping:
Utilize data to visualize and analyze the end-to-end client journey, identifying "moments of truth" that impact client satisfaction. Sentiment & Feedback:
Lead the analysis of NPS (Net Promoter Score), CSAT, and qualitative client feedback, correlating these metrics with business outcomes. Digital Experience:
Collaborate with product and web teams to analyze user behavior on digital portals, optimizing for engagement and ease of use.
Marketing Planning & Strategic Finance Budgeting & MMM:
Lead the annual and quarterly marketing budgeting process using Media Mix Modeling (MMM) to forecast the impact of spend on firm growth. KPI Framework:
Establish and maintain the "Marketing Command Center"—a suite of executive dashboards that provide real-time visibility into marketing ROI. Strategic Advisory:
Act as a primary advisor to the CMO on resource allocation, market trends, and competitive positioning based on data-driven forecasts.
Leadership & Soft Skills Data Storytelling:
Translate "rows and columns" into a compelling strategic narrative for the CMO and Executive Planning Committee. Fiduciary Mindset:
Uphold data integrity, accuracy, and confidentiality standards, ensuring alignment with wealth management industry regulations and fiduciary responsibilities. Collaborative Influence:
Partner cross-functionally with IT, Finance, and Legal/Compliance teams to ensure data accessibility and accuracy. Agility:
Operate effectively in a fast-paced environment where the ability to pivot based on new data is essential.
REQUIRED EXPERIENCE / QUALIFICATIONS Experience:
8–12+ years in marketing analytics, business intelligence, or data science, ideally within Financial Services, Wealth Management, or a high-growth Professional Services environment. Education:
Bachelor’s degree in a quantitative field (Statistics, Economics, Finance, Data Science). Master’s degree or MBA preferred. Data Stack:
High proficiency in SQL and experience with BI tools (Tableau, Power BI, or Looker). Experience with Snowflake or similar cloud data warehouses is a plus. xsgimln MarTech:
Familiarity with Salesforce (CRM), marketing automation platforms (HubSpot/Marketo), and Google Analytics 4. Statistical Modeling:
Experience with Python or R for predictive modeling and advanced statistical analysis.
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.
JOB DUTIES Marketing Acquisition & Performance Analytics Attribution Modeling:
Design and manage multi-touch attribution (MTA) models to accurately assign value to various channels (Digital, Print, TV, Events, and Referrals). Media Optimization:
Partner with the growth team to analyze channel performance, identifying high-yield opportunities to lower Client Acquisition Costs (CAC) while increasing lead quality. Funnel Velocity:
Monitor the lead-to-client lifecycle, identifying bottlenecks in the conversion process and recommending interventions to increase sales velocity.
Retention & Client Lifecycle Analytics Churn Mitigation:
Develop predictive models to identify "at-risk" clients and provide actionable insights to the wealth management teams to improve AUM retention. Cross-Sell & Share of Wallet:
Analyze client portfolios and behaviors to identify opportunities for additional services (Tax, Estate Planning, Trust Services), driving deeper household penetration. LTV Analysis:
Calculate and track Lifetime Value (LTV) across various client segments to guide long-term strategic investments.
CX (Customer Experience) Analytics Journey Mapping:
Utilize data to visualize and analyze the end-to-end client journey, identifying "moments of truth" that impact client satisfaction. Sentiment & Feedback:
Lead the analysis of NPS (Net Promoter Score), CSAT, and qualitative client feedback, correlating these metrics with business outcomes. Digital Experience:
Collaborate with product and web teams to analyze user behavior on digital portals, optimizing for engagement and ease of use.
Marketing Planning & Strategic Finance Budgeting & MMM:
Lead the annual and quarterly marketing budgeting process using Media Mix Modeling (MMM) to forecast the impact of spend on firm growth. KPI Framework:
Establish and maintain the "Marketing Command Center"—a suite of executive dashboards that provide real-time visibility into marketing ROI. Strategic Advisory:
Act as a primary advisor to the CMO on resource allocation, market trends, and competitive positioning based on data-driven forecasts.
Leadership & Soft Skills Data Storytelling:
Translate "rows and columns" into a compelling strategic narrative for the CMO and Executive Planning Committee. Fiduciary Mindset:
Uphold data integrity, accuracy, and confidentiality standards, ensuring alignment with wealth management industry regulations and fiduciary responsibilities. Collaborative Influence:
Partner cross-functionally with IT, Finance, and Legal/Compliance teams to ensure data accessibility and accuracy. Agility:
Operate effectively in a fast-paced environment where the ability to pivot based on new data is essential.
REQUIRED EXPERIENCE / QUALIFICATIONS Experience:
8–12+ years in marketing analytics, business intelligence, or data science, ideally within Financial Services, Wealth Management, or a high-growth Professional Services environment. Education:
Bachelor’s degree in a quantitative field (Statistics, Economics, Finance, Data Science). Master’s degree or MBA preferred. Data Stack:
High proficiency in SQL and experience with BI tools (Tableau, Power BI, or Looker). Experience with Snowflake or similar cloud data warehouses is a plus. xsgimln MarTech:
Familiarity with Salesforce (CRM), marketing automation platforms (HubSpot/Marketo), and Google Analytics 4. Statistical Modeling:
Experience with Python or R for predictive modeling and advanced statistical analysis.