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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer analytics and client segmentation, leveraging behavioral, transactional, and demographic data to drive strategic insights and recommendations. Proficient in translating complex data into actionable insights for senior stakeholders while collaborating across various teams in the financial services sector.
Highest-signal resume keywords
Customer AnalyticsClient SegmentationExcel ProficiencyPower BI ExpertiseSQL or Python Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer AnalyticsClient SegmentationData AnalysisStatistical ModelingDecision-Ready PresentationsBehavioral Data AnalysisDemographic Data AnalysisTransactional Data AnalysisCustomer Lifecycle AnalyticsStrategic Consulting
Soft Skills
CollaborationProblem StructuringCommunicationAnalytical ThinkingStakeholder Engagement
Tools & Technologies
ExcelPower BISQLPythonJiraConfluence
Industry Keywords
Financial ServicesBankingWealth ManagementData GovernancePrivacy RegulationsRisk Management
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Develop and maintain customer segmentation and profiling frameworks for valuable client and advisor segments
- Identify growth opportunities using behavioral, transactional, and demographic data
- Design and produce analytics-driven insights supporting Manulife Bank’s value proposition
- Partner with reporting and analytics teams on client and advisor segment dashboards and reporting tools
- Translate segmentation and profiling analyses into decision-ready insights and executive presentations
- Analyze client lifecycle patterns, engagement trends, and segment migration dynamics
- Identify retention risks, cross-sell opportunities, and growth levers
- Scope and execute strategic analytics projects from problem definition through recommendation and implementation support
- Collaborate with Product, Distribution, Marketing, Client Experience, Digital Delivery, and Marketing Technology teams
- Contribute analytical input to strategic planning and budgeting
- Work with Risk and Compliance on privacy and risk requirements
- Support cross-functional working groups and analytics initiatives
- Participate in knowledge sharing and peer review across the strategy and analytics team
Requirements
What you’ll need- Post-secondary education in Business, Economics, Statistics, Mathematics, or a related quantitative field
- Prior experience in customer analytics, client segmentation, or strategic consulting within financial services or banking
- Ability to translate complex data and analytical findings into clear, actionable insights for senior stakeholders
- 3–5 years of experience in customer analytics, client segmentation, or business analysis
- Strong proficiency in Excel and Power BI, including VLOOKUP, Pivot Tables, and DAX
- Hands-on experience designing and operationalizing customer segmentation models using behavioral, demographic, and transactional data
- Strong understanding of customer lifecycle analytics and applying segment insights to business strategy
- Ability to structure complex business problems and generate forward-looking recommendations
- Ability to produce and present decision-ready materials for senior audiences
- Ability to collaborate across Distribution, Product, Marketing, and Client Experience without relying on direct authority
- Experience with SQL and/or Python for data extraction and segmentation analysis is preferred
- Familiarity with Jira/Confluence is preferred
- Banking or wealth management experience is an asset
- Understanding of relevant regulatory requirements, privacy regulations, data governance standards, and risk appetite guidelines
Benefits
Comp & perks- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive compensation tied to business and individual performance