Position Description:
Transforms data into impactful business insights, applying data mining and data modeling to structured and unstructured data sources (including digital interactions, call transcripts, customer profile attributes, platform logs, operational metrics, and financial transactions). Creates and publishes interactive reports and dashboards, using Tableau, Adobe, and Excel. Writes complex SQL queries against both Cloud and on-premises relational database technologies such as Snowflake, MS SQL Server and Oracle. Uses standardized programming languages such as Python, SQL to manage relational databases and perform various operations on the data. Performs exploratory data analysis, using big data technologies and open-source platforms. Identifies solutions to business problems, such as budgeting, staffing, and marketing decisions, using the results of data analysis.
Primary Responsibilities:
Translates business questions into hypotheses that can be validated via data analysis.
Analyzes customer interactions at every touchpoint to measure usability, effectiveness, and client satisfaction within the overall cross-channel client journey.
Creates data-driven narratives of the customer experience, highlighting both successes and friction points to inform future initiatives and strategies.
Presents and delivers actionable insights and recommendations to senior business leaders and product owners, enabling objective, informed business and product decisions.
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.
Drives improvements to the digital experience for customers with industry-leading data analytics and visualization approaches and tools.
Partners with business stakeholders to understand critical business and data needs, to assess opportunities, and to measure resulting impacts of product/service enhancements.
Collaborates effectively with product managers, technology partners, and other functional leaders in an Agile development environment.
Education and Experience:
Bachelor’s degree (or foreign education equivalent) in Analytics, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Manager, Advanced Data Analytics and Insights (or closely related occupation) developing data-driven insights using advanced analytics and data visualization platforms.
Or, alternatively, Master's degree (or foreign education equivalent) in Analytics, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and one (1) year of experience as a Manager, Advanced Data Analytics and Insights (or closely related occupation) developing data-driven insights using advanced analytics and data visualization platforms.
Skills and Knowledge:
Candidate must also possess:
Demonstrated Expertise (“DE”) developing data-driven insights to inform business strategy (digital experience enhancements, service optimizations, audience segmentation, and new product launch initiatives) using SQL, Python, Snowflake, Tableau, and Adobe Analytics.
DE performing data modeling, designing large data sets, and implementing pre-aggregations and transformations to integrate customer data from disparate sources (digital interactions, call transcripts, customer attributes, platform logs, operational metrics, and financial transactions) using Snowflake SQL, Python, and Excel.
DE creating advanced visualization modules and reports for real-time insights, automation, and dashboard updates using Tableau, Adobe Analytics, and Excel.
DE processing complex data (API logs, JSON files, and CSVs), and performing data ingestion and analysis using Python scripts on Jupyter Notebook and connecting with SQL databases for advanced analytics and business intelligence reporting.
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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 every other week (all business days, M-F) in a Fidelity office.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
