Senior Marketing Data Analyst

PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian based High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. 

Financial Planning, Tax and Estate services are delivered via PWL Conseil, and investment management is delivered via PWL Capital which is a Broker Dealer and CIRO member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 100 employees. 

Position Summary 

The Senior Marketing Data Analyst is responsible for providing data-driven insights that support PWL’s brand strategy, client acquisition efforts, advisor growth initiatives, and overall business objectives. As a key member of the Brand Experience team, this role partners closely with Brand Experience Team members, advisors, leadership, and cross-functional teams to measure performance, identify opportunities, and improve decision-making through meaningful analysis and reporting. 

The Senior Marketing Data Analyst develops and maintains reporting frameworks, dashboards, and analytical models that provide visibility into content effectiveness, digital engagement, lead generation, client acquisition, referral activity, and marketing return on investment. The role serves as a bridge between marketing, business intelligence, and strategic planning, helping ensure that the firm’s growth initiatives are informed by accurate data and actionable insights. 

The successful candidate is a highly analytical and curious professional with strong business acumen, a passion for storytelling through data, and the ability to translate complex information into clear recommendations that support business growth and client engagement. 

Key Responsibilities 

Content & Thought Leadership Analytics 

• Measure and report on the performance of articles, white papers, videos, podcasts, webinars, and other thought leadership content. 
• Analyze audience engagement and content consumption trends to identify topics and formats that resonate with clients and prospects. 
• Provide recommendations to support the firm’s content strategy and thought leadership initiatives. 

Client Acquisition & Advisor Growth Analytics 

• Track prospect activity and conversion through the client acquisition journey. 
• Analyze referral sources, lead quality, and conversion trends to identify growth opportunities. 
• Partner with advisors and leadership to provide insights into business development activities and client growth trends. 
• Develop reporting that supports advisor and regional growth initiatives. 

Strategic Business Reporting 

• Develop executive dashboards and reporting for senior leadership. 
• Support annual planning, strategic initiatives, and business growth projects through data analysis and insights. 
• Collaborate with Data & BI teams to establish consistent reporting methodologies and performance metrics across the organization. 

Qualifications

• Bachelor’s degree in Data Analytics, Statistics, Mathematics, Business, Marketing, Economics, Computer Science, or a related field. 
• 5+ years of experience in marketing analytics, business intelligence, data analysis, or a related analytical role. 
• Experience within wealth management, financial services, investment management, banking, or a highly regulated industry is strongly preferred. 
• Experience supporting executive-level decision-making through data analysis and reporting. 
• Strong analytical and problem-solving capabilities with the ability to interpret complex datasets and identify meaningful insights. 
• Advanced proficiency with data visualization and business intelligence tools such as Power BI, Tableau, Looker, or similar platforms. 
• Experience working with CRM and marketing platforms such as Salesforce, HubSpot, Marketo, Pardot, Google Analytics, or similar technologies. 
• Advanced Microsoft Excel skills and experience with large datasets. 
• Working knowledge of SQL and data querying techniques is strongly preferred. 
• Understanding of digital marketing metrics, campaign measurement, customer journey analysis, and attribution methodologies. 
• Ability to communicate technical concepts and analytical findings to non-technical audiences. 
• Strong project management, organizational, and stakeholder management skills. 
• Professional certifications in analytics, business intelligence, data visualization, or digital marketing analytics are considered an asset. 
• Experience developing executive dashboards and performance scorecards. 
• Familiarity with wealth management client acquisition models, advisor business development, and financial services marketing practices is considered an asset. 

Work Environment 

PWL takes great pride in providing unparalleled wealth management services to individuals and families across Canada. In this dynamic environment, we value doing what is right for clients, making evidence-based decisions, personal accountability, innovation and humility. To thrive in this role, you must be dedicated to continuous learning and development, with a steadfast commitment to delivering an exceptional client experience. 

How to Apply 

We are a rapidly growing team with a diverse group of clients – there is never a dull moment. We are thought leaders in the financial services industry, and we have been putting our client interests first for 30 years. Please apply with your cover letter and CV detailing why you feel you are the right fit for this role.  We will contact you if you are accepted for a candidate interview. Thank you for your interest in this position. 

About the Hiring Process 

At PWL Capital, some of our job descriptions are developed or refined using AI-assisted tools to ensure clarity and consistency. However, we do not use AI or automated decision-making tools in our hiring process. All applications are received and reviewed by our People & Culture Team.  

We are committed to transparency in hiring. All candidates who interview for this role will receive an update on the hiring decision within 45 days of their final interview.