Advisor Business Insights Manager

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