About Nicola Wealth:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the prospect for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk Purpose of the Role:

Reporting to the Vice President, Marketing & Communications, the Senior Manager, Data & Analytics owns Nicola Wealth’s marketing measurement and insights engine, turning data, analytics and research into the evidence that guides where and how the marketing team invests. A hands-on player-coach, the role spans marketing analytics, ROI and attribution, reporting requirements, and primary research, while managing and developing a Data Analyst. It informs the entire marketing team and executive leadership on growth opportunities, results and business outcomes, and builds the measurement frameworks and reporting cadences that make marketing performance transparent, accountable and repeatable. The role partners with EDA on requirements,



validation and insight activation within the enterprise strategy and governed reporting framework; EDA owns enterprise governance, platforms, integrations and reporting solutions. Given the considered, relationship-driven nature of wealth management, the role places particular emphasis on connecting marketing activity to long-term client value and demonstrating a clear return on marketing investment. Core Responsibilities:

Marketing Measurement & ROI Accountability —

Own the frameworks that connect marketing spend and activity to pipeline, revenue and return on investment; build multi-touch attribution and, where warranted, marketing-mix and incrementality models so the marketing team and leadership can invest with confidence.

Reporting, Dashboards & Automation —

Own marketing reporting requirements and weekly, monthly and quarterly reporting cadences; partner with EDA on requirements and validation for automated dashboards and reporting solutions that give the marketing team and executives a clear, timely and trusted view of performance within the enterprise strategy and governed reporting framework.

Analytics & Performance Insight —

Analyze campaign, channel and funnel performance across paid, organic, email and content; diagnose what is and isn’t working and turn it into clear recommendations that improve results and optimize spend.

Customer Segmentation & Targeting —





Develop and maintain customer and audience segmentation to sharpen targeting, define the funnel approach and guide where marketing focuses its effort and investment.

Research & Market Insight —

Lead primary and secondary research — customer, competitive and sponsorship-landscape analysis and voice-of-client insight — to inform marketing strategy, positioning and future planning.

Data, Tools & Governance —

Define marketing measurement and first‑party data requirements; partner with EDA to validate data quality, consistent tracking and trustworthy reporting across analytics platforms, BI tools and the CRM. EDA owns enterprise governance, platforms, integrations and reporting solutions; the role applies enterprise data standards and escalates marketing data quality issues within the governed reporting framework.

Insight Activation & Enablement —

Translate complex analysis into plain-language, decision-ready insight for marketing and executive audiences; socialize findings and coach non-technical marketers to use data in day-to-day decisions.

Team Leadership (Player-Coach) —

Manage, coach and develop a Data Analyst while remaining hands‑on in the analysis; set marketing insight priorities and ways of working, apply enterprise data standards, and grow the Insights capability over time.

Cross-Functional Partnership —

Partner across the entire marketing team, Sales and Business Development, Finance and executive leadership to align on metrics, standards and goals across the full funnel, from awareness to acquisition and retention.

Other relevant and related responsibilities, as assigned and as the needs of the organization change.

.Required Skills & Qua

📌 Senior Manager, Data (Winnipeg)
🏢 Nicola Wealth
📍 Winnipeg