Campaign Analyst - Wealth Analytics (SAS/SQL)

Duration: 12 Months

Location: Toronto - Financial District (Hybrid)

We are seeking a highly analytical and execution-focused Campaign Analyst to support the end-to-end fulfillment, execution, and performance analysis of Wealth Management marketing campaigns and promotional programs.

This role will be responsible for leading pre-campaign analysis, campaign fulfillment and deployment, audience execution, KPI reporting, and post-campaign analytics across Wealth marketing initiatives. The successful candidate will work closely with marketing stakeholders, campaign business leads, analytics partners, and technology teams to ensure accurate campaign execution and actionable performance insights.

The ideal candidate has strong hands-on experience working in a campaign analytics environment within a financial institution, with deep knowledge of campaign fulfillment processes, ETL workflows, KPI reporting, and campaign execution tools.

• Own and manage end-to-end fulfillment and execution of marketing campaigns across complex campaign workflows
• Lead pre-campaign analysis, audience preparation, segmentation validation, and deployment activities
• Execute campaign fulfillment processes including audience extraction, file generation, QA validation, and campaign deployment
• Drive campaign deployment processes independently while proactively identifying operational risks and resolving non-routine issues
• Coordinate campaign execution timelines and ensure adherence to campaign delivery schedules and SLAs
• Support campaign execution across multiple programs and provide operational coverage across team initiatives when required
• Help design and optimize campaign fulfillment processes in partnership with campaign technology vendors (e.g. Salesforce)

• Synthesize complex data across multiple databases and schemas using hands-on ETL processes to support campaign development and KPI tracking
• Automate campaign execution processes using SAS-based workflows to improve operational efficiency and reduce manual effort
• Utilize SAS Enterprise Guide and SQL to extract, transform, validate, and analyze campaign data from enterprise source systems
• Maintain and document analytical workflows, operational procedures, and campaign execution processes
• Enable team productivity through technical support, automation, process improvements, and knowledge sharing

• Act as a trusted advisor to Wealth business partners by delivering fact-based insights to support business decisions
• Build strong cross-functional relationships with marketing, analytics, technology, and operations stakeholders
• Serve as a primary point of contact for campaign execution priorities, issue resolution, and resource coordination
• Demonstrate strong consultative problem solving and collaboration across multiple teams

• 5+ years of experience working in a campaign analytics or campaign execution environment
• Strong hands-on experience with SAS Enterprise Guide (SAS EG) and SQL
• Experience using SAS and SQL for ETL processing, campaign execution, audience extraction, and reporting
• Experience running marketing campaigns within a financial institution or regulated enterprise environment
• Deep understanding of campaign fulfillment processes, campaign execution lifecycles, and KPI measurement methodologies
• Experience interacting directly with marketing and campaign business stakeholders regarding targeting strategies and campaign performance
• Strong experience with post-campaign analytics including conversion analysis, audience behavior analysis, and ROI reporting
• Strong analytical, troubleshooting, and problem-solving capabilities
• Excellent communication and stakeholder management skills

• Experience supporting Wealth Management or Investment-related marketing campaigns
• Experience with marketing automation and CRM platforms
• Experience designing automated reporting and dashboard solutions
• Exposure to campaign management tools such as Salesforce Marketing Cloud, Adobe Campaign, Unica, or Pega
• Experience working in Agile or enterprise delivery environments

This role may support acquisition, engagement, retention, and promotional campaigns similar to Wealth and investing promotions such as:

• Cash-back investment account acquisition campaigns
• Trading incentive promotions
• Wealth onboarding and activation campaigns
• Client retention and re-engagement initiatives
• Cross-sell and upsell campaigns across Wealth products

Example promotional campaign structures may involve:

• Multi-stage qualification logic
• Funding and holding period tracking
• Promotional eligibility calculations
• Customer segmentation and suppression logic
• Fulfillment tracking and award reconciliation

as commonly seen in Wealth promotional campaigns