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Director, Data Analytics and Insights - 2037432

Company: Fidelity Investments
Location: Boston, MA
Posted on: October 22, 2021

Job Description:

Works on an Agile inter-disciplinary team as a senior subject matter expert in the application of large data analytics and marketing execution and measurement projects in a financial services environment. Analyzes customer behavior across transaction types and touchpoints and customer attributes and preferences. Identifies levers for driving successful customer outcomes, using Oracle SQL, SQL Developer, and Hive for data extraction and transformation, and R, Adobe Analytics, and QlikSense for analysis and visualization. Uses insights to define, size and measure marketing and sales experiments. Creates data products, visualizations, and dashboards for senior management.

Primary Responsibilities:

Provides analytics and insights to senior management for redesigning strategies.

Assists in scaling up the analytics and insights, including serving as a subject matter expert.

Analyzes how customers engage with product offerings, both online and offline, and how to market them better.

Defines existing gaps in services and summarizes results for stakeholders.

Provides input to marketing strategy in terms of targeting, customer and client preferences, and channels.

Designs and maintains dashboards, which analyze marketing opportunities associated with customers, enabling focused, personalized marketing outreach to better serve customer needs.

Works with technology partners on building data sets and tools to support analytic requests.

Defines best practices and codes for using data in a data warehouse.

Assists in defining requirements that enables detailed reporting on communication(s) sent to customers.

Identifies areas of improvement from a marketing perspective, to obtain higher conversions and increased revenue.

Identifies the primary drivers of phone calls and ways to resolve those issues online.

Consults on the development and delivery of major initiatives for the business unit.

Consults on the deployment of major project deliverables.

Oversees the implementation of cross-divisional or company data analytics components.

Sets vision, goals, and direction of team/organization.

plans and leads organization-wide initiatives.

provides leadership and expertise to multiple teams in broad technical areas on complex organization-wide projects.

Determines approaches at a strategic level for the business unit.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Business Administration, Statistics, Engineering, Economics, or a closely related field and six (6) years of experience in the job offered or six (6) years of experience performing statistical analysis, and data extraction, transformation, and summarization to support and inform marketing strategies within the financial services industry.

Or, alternatively, Masters degree (or foreign education equivalent) in Business Administration, Statistics, Engineering, Economics, or a closely related field and four (4) years of experience in the job offered or four (4) years of experience performing statistical analysis, and data extraction, transformation, and summarization to support and inform marketing strategies within the financial services industry.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) performing marketing execution, experimentation, and measurement according to customer and employer preferences, regulatory and contractual concerns, and customer profile, transaction, and interaction history within a financial services environment; designing, testing, and scaling marketing experiments across multiple channels -- email, direct mail, onsite messaging, and outbound calling -- using Unica Campaign and Adobe Target; reporting the effectiveness and repeatability of marketing and sales efforts using statistical analysis; performing data extraction and manipulation, using Oracle SQL Developer and Hive; and performing data summarization and statistical analysis, using R, Adobe Analytics, and Microsoft Excel.

DE parsing, summarizing, and visualizing customer journeys across on and offline activity; tying engagements to financial transactions, using Clickstream data, SQL, Adobe Analytics, and R packages; and performing statistical analysis, and data extraction, transformation, and summarization to support and inform marketing strategies within the financial services industry, using statistical methods (inferential statistics, hypothesis testing, and experiment design) and data analytics software (Oracle SQL and R).

DE extracting, transforming, and analyzing unstructured and semi-structured data -- text content (onsite articles), customer-entered feedback (surveys and online tool interactions), and email engagement activity -- to generate insights for content strategy and customer experience touchpoints, using TF-IDF, Cosine similarity in R, regular expressions, and window functions in SQL; and creating standards and repeatable workflows to integrate data from external websites, Adobe Analytics, and internal data warehouses -- Customer Warehouse Environment (CWE) -- to process at scale.

DE performing data extraction, transformation, and summarization for data products and dashboards, using Oracle SQL and R; and designing self-serve visualizations of customer data insights to present analysis output -- customer needs, patterns, and strategy -- and recurring reports to stakeholders, using QlikSense, R, Microsoft Excel and PowerPoint.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number 2037432.

Keywords: Fidelity Investments, Boston , Director, Data Analytics and Insights - 2037432, Finance , Boston, MA, Massachusetts


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