Job Description:

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.

#PE1M2

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

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).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.