Manager, Data Analytics & Strategy
USAFrance Financials Group™ is a wealth management firm dedicated to serving the French community in the United States. We specialize in customized private wealth management for executives and entrepreneurs, as well as financial concierge services for high-net-worth
clients.
The group includes three branches: USAFrance Financials™, USAFrance Multi-Family Office™, and USAFrance Business Services™.
With a unique understanding of the challenges associated with establishing a lasting presence in the U.S., we help French nationals manage key aspects of their financial future.
Through a strong network of professionals, we deliver holistic recommendations across wealth strategy, tax and estate strategies, risk management, employee benefits, retirement planning, and Multi-Family Office services.
Our team operates in a professional, collaborative, and welcoming environment, combining the personalized approach of a boutique firm with the rigor and resources of large institutions.
JOIN OUR TEAM!
Are you looking to be part of a close-knit team of specialists dedicated to delivering highquality while fostering a collaborative and human-centered work environment? If this resonates with you, we invite you to apply and become part of our journey!
TEAMWORK AT ITS CORE
At USAFrance Financials GroupTM, we believe in the power of collaboration. Every team member is dedicated to helping and supporting one another, creating a strong foundation for success and growth.
POSITION DESCRIPTION
Title: Manager, Data Analytics & Strategy
Reports to: Director of Operations and Human Resources
Job Type: Full time
Location: United States
Work Arrangement: Hybrid
Applicants must be authorized to work in the USA without sponsorship now or in the future. The firm does not provide visa sponsorship.
USAFrance Financials Group™ is seeking a Manager, Data Analytics & Strategy to support the structuring, organization, and intelligent use of client data across the Group. This role is a foundational position in building a secure, compliant, and scalable data framework to support strategic decision-making, client profiling, and targeted sales initiatives.
The role focuses on data structuring, anonymization, and preparation for AI-based analysis.
KEY RESPONSIBILITIES
Data Structuring & File Creation
• Design and maintain a standardized client template to consolidate client data.
• Organize client data sourced from existing files ensuring confidentiality, consistency and reliability.
• Create individual client files, structured in a way that supports future analytics and
AI processing.
Data Anonymization & Compliance
• Ensure client data is handled with a privacy-first approach.
• Implement data structures that comply with internal policies and regulatory constraints (confidentiality, data protection, and compliance requirements).
AI & Data Modeling Support
• Prepare datasets for integration into AI tools.
• Support the definition of client typologies and profiles, such as assisting in defining key objectives and success metrics using AI-driven analysis.
Client Insight & Pattern Analysis
• Analyze structured data to identify recurring client patterns.
• Analyze Data trends to identify client’s priorities and profiles.
Future Sales & Marketing Enablement
• Support the preparation of targeted sales and marketing campaigns by defining strategic segmentation based on client goals, profiles, and product opportunities.
REQUIRED SKILLS AND TECHNICAL SKILLS
• Mandatory to be fluent in French and have excellent command of English.
• Bachelor’s degree (or final-year student) in Data Science, Data Engineering, Computer Science, Statistics, or a related field.
• Strong proficiency in Excel (data structuring, formulas, organization).
• Knowledge of data modeling and databases.
• Familiarity with Python, SQL, or data analysis tools is a plus.
• Interest in AI, machine learning, and data-driven decision-making.
• Ability to translate business needs into structured data solutions.
• Strong attention to detail and data accuracy.
• Ability to handle sensitive information with discretion and professionalism.
EXPERIENCE
• 0–2 years of experience in data engineering, data science or analytics.
• Hands-on experience working with structured datasets (Excel, databases).
• Initial exposure to data cleaning, data organization, and basic data analysis.
• Experience working with Excel-based data models or client datasets is a strong plus.
COMPENSATION
Depending on experience and contract type.
The comprehensive benefits package includes:
• Medical, dental, and vision insurance.
• 401(k) retirement plan with possible company match.
• Paid time off (PTO) and holidays.
APPLY
Send your resume and cover letter to: christine.franchet@usafrancefinancials.com
https://www.usafrancefinancials.com
This position will offer support staff services to the USAFrance Financials GroupTM and is not registered to offer
products & services/ 8762965.1