# Advisor Business Insights Manager

**Company:** [Fora](https://hotfix.jobs/companies/fora)
**Location:** New York, NY
**Role:** Data Analytics
**Salary:** $100k – $130k/yr
**Experience:** 3+ years
**Skills:** Business Intelligence, Data Analysis, Looker, Tableau, Omni, AI Tools, Dashboarding, Kpi Frameworks, Reporting, Data Storytelling
**Posted:** 2026-06-05

> Owns the full insights function for top advisors, building reporting infrastructure, dashboards, and analytical frameworks to drive coaching, business reviews, and growth strategy. Partners with Business Strategy and Operations teams using data and AI to enable effective advisor coaching.

## Job Description

## Key Responsibilities
- Build and maintain advisor reporting infrastructure: health scorecards, portfolio dashboards, and KPI frameworks
- Own business review support — developing the data narratives that make advisor coaching conversations strategic, not just retrospective
- Proactively identify trends and opportunities across the advisor base and surface them to the Fora X team
- Power data-driven coaching by feeding insights into advisor segmentation, growth plan design, and trigger-based outreach strategy, using AI to process advisor signals at scale and surface the next-best action for each coach
- Build scalable operations around advisor insights: standardized workflows, automated data pulls, and repeatable reporting cadences
- Develop advisor reports and other intelligence products that help advisors and coaches understand where they stand relative to peers on a similar growth path
- Define the metrics for advisor success and build the systems to track them

## Requirements
- 3-5 years in analytics, insights, business intelligence, or data-driven account management
- Experience translating complex data into clear, actionable narratives
- Proficiency with BI tools (Omni, Looker, Tableau, or similar) and comfort working with large datasets
- Fluency with AI tools for data analysis and insights operations
- Experience supporting client-facing conversations with data — business reviews, strategic planning, growth conversations
- Comfortable building and owning the function independently from day one
- Travel or hospitality industry experience a plus

## Compensation & Benefits
- Indicative range of $100K–$130K + equity
- Unlimited vacation
- Health Insurance (including an option completely covered by Fora HQ)
- Dental & Vision Insurance
- Wellhub Memberships
- 401k plan with company match
- Commuter Benefits
- Supplemental Life Insurance
- Stock Options

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