Fidelity Investments
Director, Advanced Data Analytics and Insights
Fidelity Investments, Boston, Massachusetts, us, 02298
Job Description:Director, Brokerage Advanced Analytics and Customer Insights
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, digital activity, business financials) into 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. In this Individual Contributor role, you will be an indispensable member of our Advanced Analytics & Customer Insights team. You will 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
10+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition & segmentation, product strategy and market sizing leveraging analytical tools and programming languages such as SQL, Python, R, etc.
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.
Experience in designing and developing dashboards & reports of customer-level data using Tableau, Power BI, Qlik etc.
Experience with digital analytics, customer sentiment (structured or unstructured) or behavioral data 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.
Company OverviewFidelity 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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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.
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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, digital activity, business financials) into 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. In this Individual Contributor role, you will be an indispensable member of our Advanced Analytics & Customer Insights team. You will 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
10+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition & segmentation, product strategy and market sizing leveraging analytical tools and programming languages such as SQL, Python, R, etc.
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.
Experience in designing and developing dashboards & reports of customer-level data using Tableau, Power BI, Qlik etc.
Experience with digital analytics, customer sentiment (structured or unstructured) or behavioral data 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.
Company OverviewFidelity 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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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.
#J-18808-Ljbffr