Director Advanced Data Analytics and Insight

Director, Advanced Data Analytics and Insight page is loaded Director, Advanced Data Analytics and Insight Apply locations Westlake, TX time type Full time posted on Posted 2 Days Ago job requisition id 2096624
Position Description :

Drives improvements to the digital experience for customers and advisors, with industry-leading data analytics, visualization, and experimentation approaches and tools.
Transforms data into impactful business insights, using structured and unstructured data sources (including digital interactions, customer feedback, chat/call transcripts, customer profile attributes, platform logs, operational metrics, and financial transactions).
Creates compelling visualizations, using Adobe, Elastic, Excel, SQL, and Tableau.
Performs exploratory data analysis, using big data technologies and open source platforms.
Partners with business stakeholders to understand their critical business questions and data needs, assess opportunities, and measure the resulting impact of product/service enhancements on advisor productivity, client satisfaction, and business objectives and key results.
Primary Responsibilities:

Presents and delivers actionable insights and recommendations to senior business leaders and product owners, enabling objective, informed business and product decisions.
Develops and executes comprehensive learning agendas that inform strategic business decisions and tackle the key business questions to which stakeholders need answers.
Analyzes customer and advisor interactions at every touchpoint to measure usability, effectiveness, and client satisfaction within the overall cross-channel client/advisor journey.
Contributes to project strategy and deliverable planning, influencing the vision and mission, work plans, and timelines.
Partners and collaborates effectively with technology, business, and analytics colleagues in an Agile development environment.
Develops and maintains working relationships with team members, client stakeholders, and peers.
Communicates project updates and recommendations to senior stakeholders, concisely and clearly
Continuously improves data analytics and insights capabilities, monitoring innovation across the analytics industry, and spreading that knowledge and expertise throughout the organization.
Education and Experience :

Bachelor's degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Information Management, or a closely related field and six (6) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and customer insights in the financial services industry.
Or, alternatively, Master's degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Information Management, or a closely related field and four (4) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and customer insights in the financial services industry.
Skills and Knowledge :

Candidate must also possess:

Demonstrated Expertise ('DE') developing critical insights to drive strategy across digital experience enhancement, service optimization, audience segmentation, and new product launch initiatives related to asset management and investment brokerage organization using Adobe, Excel, and SQL.
DE designing measurement strategy and implementation using Adobe Digital Marketing Suite analytical tools and centralized tag management systems that beacon tags to on-premise and off-premise data warehouses.
DE developing a comprehensive analytical learning agenda for product usage, success metrics and customer demographics; and consulting with stakeholders and business leaders to articulate business requirements using measurement and experimentation.
DE performing data modeling and transformations to integrate customer data from disparate data sources - digital interactions, customer feedback, chat/call transcripts, customer attributes, platform logs, operational metrics, and financial transactions - using SQL and Excel; and creating advanced visualization modules, and automating and updating dashboards, using Adobe Analytics and Excel.
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Certifications:
Category:
Data Analytics and Insights Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

About Us At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation please contact the following:

For roles based in the US:
Contact the HR Leave of Absence/Accommodation Team by sending an email to ***, or by calling ***, prompt 2, option 2
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