Lead - Advanced Analytics & Customer Insights (AACI)

The Purpose of This Role

As a Lead, you will employ your analytical expertise in a critical role working directly with business stakeholders on cross-functional product development, customer experience, marketing, and technology teams to generate the insights required for a deeper understanding of customers and to develop high-impact, efficient solutions, and experiences.

You will work with stakeholder teams to generate insights employing multiple techniques: customer analytics (e.g., mine customer databases to understand customer audiences, uncover hidden patterns and inform targeting), cross-channel analytics (phone, web, branch), digital analytics, primary/secondary research, experimentation, and measurement of in-market tests.

In addition, as a member of the Analytics team within Fidelitys Advanced Analytics & Customer Insights (AACI) group, you will be part of the team responsible for maintaining / developing best-in-class analytical and research expertise, developing standards, and scaling self-serve data analytics, testing and experimentation approaches.

The Value You Deliver

• You empower customer experience and product development teams with data-driven and actionable insights to enable objective, informed decisions
• You drive and execute learning agendas that tackle the critical business questions to support smart business decisions and actions with pace
• Provide customer behavior analytics on mobile and web properties
• Curiosity to explore emerging technology landscape, cross-industry innovation that is pertinent to Fintech industry
• Strong ability to gather insights from large sets of data on customer behavior utilizing a variety of prescriptive and predictive models or ability to work closely with data scientists to achieve actionable business insights
• You drive continuous improvement in data analytics and research capabilities and you spread that knowledge and expertise throughout the organization

The Skills that are Key to this role

• You need to bring structured thinking, a data-driven approach, business savvy and a collaborative spirit to partner with stakeholders and understand critical business questions.
• You will be expected to conduct analytics and research that generates the actionable insights stakeholders need to deeply understand their customers and enable the development of high-impact, efficient solutions and experiences.
• You need to be able to translate quantitative analyses and research findings into accessible visuals for non-technical audiences, providing a clear view into interpreting data, and crisply communicating recommendations.
• You need to bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with.
• You are expected to be intellectually curious, take initiative, and love learning new skills and capabilities.
• You should be able to switch focus based on changing priorities within fast paced team

How Your Work Impacts the Organization

The AACI (Advanced Analytics & Customer Insights Group) is an analytics group with a mission to proactively anticipate and predict our clients needs and future behaviors using Data, Analytics, Customer Research and AI Solutions, so we can deliver a more valuable client experience and generate stronger lasting relationships.

By being a part of the AACI group, you and your work are playing a critical role in powering Fidelitys future.

The Expertise We are Looking For

• Minimum 4-5 years of Relevant experience bringing a data-driven approach to strategic business decision-making
• Ability to generate meaningful insights through data analytics and research and to present complex data, financial analyses, statistics, and research findings in a simple, clear and actionable way
• Experience with digital analytics (e.g., site analytics, digital media measurement, social listening, testing) using tools like Adobe Analytics, Adobe Target, Adobe Audience Manager, Google Trends, etc. is essential. .
• Effective presentation and story boarding skills with exposure to executive level presentations
• Excellent communication skills and ability to interact with all levels of end users and technical resources

• Masters degree in a quantitative / technical field such as Engineering, Economics, Statistics and / or MBA, consulting, or agency experience
• Proficiency with programming / database querying tools (SQL, R, Python, etc.)
• Experience with data visualization applications (Qlik, Tableau, Domo, etc.)