Job Description

Position Description :

Transforms data into 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). Drives improvements to the digital experience for customers and advisors, with industry-leading data analytics, visualization, and experimentation approaches and tools. 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, assesses opportunities, and measures 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 informed business and product decisions.
• Develops and executes learning agendas that inform strategic business decisions and tackle key business questions.
• Analyzes customer and advisor interactions to measure usability, effectiveness, and client satisfaction within the overall cross-channel client/advisor journey.
• Contributes to project strategy and deliverable planning.
• 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.
• Improves data analytics and insights capabilities and monitors innovation across the analytics industry.

Education and Experience :

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Operations Research, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics in a financial services environment.

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Operations Research, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics in a financial services environment.

Skills and Knowledge :

Candidate must also possess:

• Demonstrated Expertise (“DE”) developing 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 analytical learning agendas for digital measurement strategies, product usage, success metrics, and customer demographics, using analytical tools — Tableau, Snowflake, and ELK; 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 and 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.

Salary: $161,803.00 – $194,000.00/year.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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