Fora
Builtin · Indexed 2026-07-01
Advisor Business Insights Manager
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Indexed description
Fora Advisor Business Insights Manager Reposted 6 Hours AgoSaved Easy Apply Hybrid New York City, NY, USA Easy Apply 100K-130K Annually Mid level 100K-130K Annually Mid levelAgency • On-Demand • Professional Services • Sales • Software • Travel • HospitalityOwn and build the advisor insights function: design reporting infrastructure, dashboards, KPI frameworks, and data narratives to inform coaching, portfolio planning, and growth. Surface trends and next-best actions using AI, automate reporting workflows, and deliver advisor benchmarking and business review support.Top Skills: Ai ToolsLookerOmniTableau
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