Grimes & Company · 2 hours ago
Analytics Program Manager
Grimes & Company Wealth Management, LLC is a Registered Investment Advisory firm headquartered in Westborough, Massachusetts, seeking an experienced Analytics Program Manager to join their team. The role involves overseeing analytics and data platform initiatives, ensuring effective execution of projects, and serving as a strategic connector between business leaders and technical teams.
BankingFinancial ServicesInsurance
Responsibilities
Own and manage the analytics program roadmap, overseeing multiple, related initiatives across data warehousing, BI reporting, ETL infrastructure, and analytics enablement
Define program and project-level plans, including scope, milestones, timelines, dependencies, risks, and success metrics
Apply strong project management practices to drive execution, including task tracking, issue resolution, risk mitigation, and delivery forecasting
Coordinate and govern interdependent initiatives, ensuring alignment across teams, vendors, and stakeholders
Lead cross-functional project meetings, status reviews, and planning sessions to maintain momentum and accountability
Partner with business leaders to translate enterprise needs into prioritized initiatives and executable delivery plans
Provide clear, executive-ready reporting on program and project status, risks, dependencies, and outcomes
Oversee analytics and reporting initiatives to ensure solutions meet business requirements, quality standards, and delivery commitments
Manage rollout and adoption of Data & AI capabilities by coordinating launch plans, training, enablement, and change management activities
Establish feedback loops and post-implementation reviews to assess results and drive continuous improvement
Promote best practices in program governance, project delivery standards, documentation, and communication across the Data & AI function
Qualification
Required
5–7 years of experience in analytics program management, project management, or data-focused delivery roles
Proven experience managing multiple concurrent initiatives while maintaining strong project-level execution
Demonstrated ability to define scope, manage timelines, track dependencies, and mitigate delivery risks
Strong organizational and prioritization skills with the ability to manage multiple workstreams simultaneously
Excellent interpersonal and communication skills, with the ability to interact with senior, non-technical stakeholders and technical teams
Working knowledge of data warehousing, BI tools (e.g., Tableau), SQL, and analytics concepts
Preferred
Experience with ETL tools, data modeling, or cloud-based data platforms preferred but not required
Experience working with Salesforce Financial Services Cloud CRM preferred but not required
Benefits
401(k) retirement plan
Health insurance
Dental insurance
Vision insurance
Flexible spending accounts
Health savings account
Life insurance
Disability insurance
Employee assistance program
Paid time off
Parental leave
Flexible hybrid work schedule
Company
Grimes & Company
Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country.