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Impact And Inclusion Data Specialist
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Full-time
- The impact and inclusion data specialist is responsible for managing all data inputs, outputs, and insights generated by or for the Advisor Inclusion and Sustainable Investing teams.
- Establish effective processes for internal data collection, ongoing data management, and data sharing across departments or branches, including CRM tracking of advisor outreach.
- Develop and manage regular communications to support greater understanding and support of Advisor Inclusion and Sustainable Investing initiatives, such as leadership talking points, RJF Corporate Responsibility report, ESG Committee briefings, and Advisor Inclusion council strategy meetings.
- Lead collaborative projects with marketing data insights, recruiting, and advisor training teams to measure advisor engagement and return on investment (ROI) of Advisor Inclusion and Sustainable Investing initiatives, providing insights to increase success.
- Basics of investment products and solutions, diversity metrics and protected classes, sustainability metrics, and the wealth management industry.
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