WHO are we looking for?

The CAPTRUST at Work is seeking a Data & Analytics Lead who will be responsible for managing how data is defined, used, and evolved across practice. While partnering closely with CAPTRUST’s centralized data team, this role focuses specifically on At Work’s priorities and decision-making needs.

CAPTRUST At Work relies on data across many areas—including client reporting, operational performance, participant engagement, and advisor activity—to deliver consistent, high-quality financial wellness services. As the At Work business continues to grow, data efforts exist across multiple teams and tools, without a single point of ownership focused on coherence, insight, and practical use.

A core emphasis of the role will be developing better visibility into client and participant experience, engagement, and trust over time—creating feedback loops that help advisors, operators, and leadership identify what is working well, where relationships may be at risk, and where additional focus is needed.

Data Ownership for At Work

• Serve as the primary point of contact for At Work-related data and analytics needs
• Partner with CAPTRUST’s centralized data team to prioritize, design, and improve data solutions supporting At Work
• Help establish consistent definitions, metrics, and reporting standards across the At Work practice
• Improve data quality, clarity, and usability over time

Reporting & Business Intelligence

• Support and enhance internal and client-facing reporting used by At Work teams
• Work closely with Operations to understand recurring reporting needs and reduce one-off or manual efforts
• Develop dashboards and reports that support operational planning, advisor effectiveness, and leadership decision-making
• Translate reporting outputs into insights that inform action, not just describe activity

Experience, Engagement & Trust Insights

• Develop qualitative and quantitative measures of client and participant engagement, trust, and relationship health
• Help establish ongoing feedback loops across the client and participant lifecycle, beyond episodic surveys
• Identify trends that signal strengthening relationships, stagnation, or potential breakdowns
• Support analysis related to the annual financial wellness survey and other experience-related initiatives

Learning & Continuous Improvement

• Analyze patterns associated with strong long-term outcomes such as sustained engagement, retention, and expansion of advisory relationships as needs evolve
• Partner with leadership and Operations to identify where additional investment of time or resources may be needed
• Help reduce reliance on anecdotal feedback through clearer, shared insight

Minimum Qualifications:

• Bachelor's degree in data analytics, computer science, information systems, or a related field (or equivalent work experience).
• 10 years’ experience in analytics, reporting, or data analysis.
• Experience with Microsoft Dynamics 365, Power BI a plus.

Desired Qualifications:

• Experience in advisory, professional services, or relationship-driven environments.
• Exposure to internal business intelligence tools, reporting platforms, or analytics products.
• Experience working closely with Leadership, Operations and Client-facing teams.
• Strong knowledge of retirement plans and financial wellness.
• Ability to work independently and exercise sound judgment in ambiguous environments.
• Experience translating data into insights that support operational or client-facing teams.
• Strong collaboration skills across Operations, advisors, and leadership.
• Comfort managing multiple priorities and adapting as needs evolve.

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)s
• Compensation range (depending on location and experience): $110,000.00 - $120,000.00

WHERE will you be working?

Remote

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. 

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior