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Director, Brokerage Advanced Analytics and Customer Insights

1 month ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation & strategic insights to optimize every aspect of the customer s experience?

If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity s 40 million individual investors.

The Team

We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics and Customer Insights, you'll be embedded in Fidelity s Brokerage business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.

The Expertise and Skills You Bring

  • Experience in leveraging customer engagement & interaction data to track impact on large scale initiatives related to operational efficiency, demonstrating a mix of analytical skills and approaches.
  • A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers delivering insights from data to a broad audience in a simple, clear and actionable way.
  • Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.
  • Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.
  • 10 + years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.
  • Experience in designing and developing dashboards & reports by using Tableau, Power BI, Qlik etc.
  • Experience using and querying big data technologies such as Snowflake, Athena, etc.
  • Experience with digital analytics using tools such as Adobe analytics is a plus
  • Bachelor s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus
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\u2014we 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

.

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@ .