Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The role of the Sr. Marketing Analyst is to execute data analyses and reporting, including collecting, cleaning, analyzing, and visualizing data, sharing actionable insights, and informing marketing strategy.

What To Expect

Data Reporting and Execution

• Identifying and prioritizing Marketing's data reporting needs and requirements
• Using various data housing, analysis, and visualization tools to analyze large data sets
• Interpreting data results to inform program evaluation and decisions
• Designing and compiling effective charts, tables, and other elements of data visualization
• Creating financial and operating models to support business decisions, strategies, and goals
• Forecasting, budgeting, and various financial analysis, including P&L, IRR, and Payback Period management

Data Management

• Accountable for on-time and accurate delivery of recurring and ad hoc tasks
• Takes work from the data management queue with little direction
• Provides timely and sufficient breakdown of current reporting capabilities
• Executes on automation and continuous improvement of reporting methodology
• Explains complex data analyses to non-technical stakeholders
• Accountable for high data quality and identification of missing data/data inconsistencies
• Helps with documentation to aid future performance analyses
• Trains newer stakeholders on reporting tools
• Meets with other departments when additional analyses are needed

Strategic Input

• Leverage data to propose and/or support business cases and new initiatives
• Provide data driven analysis to recommend or support optimizations of marketing channel, content, media, frequency, and targeting.
• Develop deep understanding of audience segments and performance, recommend new approaches and suggest optimizations based on findings

Additional Responsibilities

• Participates in team ceremonies, such as daily stand-up, team meetings, planning, etc.
• Additional duties, as required

What You Need

• Deep experience with ad tracking, pixeling, and analytics tools (e.g., Google Tag Manager, Google Analytics) to ensure leads from paid media are accurately captured and website behavior is accurately monitored.
• Experience with performance marketing and A/B testing tools (e.g., VWO, Hotjar, Monetate, Adobe Test, Mixpanel, UserTesting, etc.) to set up and run effective tests and measure performance
• Full-funnel understanding of analytics - watches how changes in upper funnel can impact lower funnel (i.e., conversion) results, rather than focusing solely on upper funnel success measures
• Experience utilizing CRM tools (e.g., SalesForce, Dynamics) to inform campaign success and optimization, develop retargeting audiences, troubleshoot accurate data capture, etc.
• Deep expertise with dashboarding tools (e.g., Datorama, Tableau, Power BI) to QA data and draw insights
• Robust analysis and research skillset
• Highly detail-oriented and organized
• Works well without direct supervision
• Strong verbal and written communicator
• Customer-service orientation
• Effective project and time management skills
• Knowledge of Financial Advisor office tools (i.e,. Orion, Goldmine, Redtail, Salesforce, etc.)
• Advanced knowledge of Microsoft Office suite, particularly Microsoft Excel
• Data modeling and statistical techniques
• Experience with automation or data transformation tools
• Experience with report creation software/tools
• Familiarity with data visualization tools (i.e., PowerBI, Tableau)
• Data quality or data governance background
• Experience in data research/root cause analysis
• Familiarity with Agile methodologies

Preferred Education and Experience

• 3+ years in marketing analytics, business analytics, data visualization, or data sciences preferred
• 1+ years of experience in the financial industry is preferred
• Undergraduate degree in statistics, economics, data science, computer science, or similar preferred

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $65,000 - $86,575.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.