As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives.
The Expertise We’re Looking For
Bachelor’s or equivalent with 5+ years of experience.
Knowledge of statistical and econometric methods and techniques including experimental design (RCTs/lift studies), Difference-in-Differences; Regression Discontinuity, Synthetic Control, and Bayesian time series modeling.
In depth knowledge of Marketing Analytics and at least one of the following: incrementality testing, Marketing Mix Modeling (MMM), and omni-channel customer journey mapping.
Ability to translate model outputs into actionable insights for budget allocation and optimization.
Experience working with data environments and strong knowledge of SQL to clean, transform, manipulate, and merge large datasets from multiple sources.
Proficiency in Python or R.
Working experience with Adobe Analytics or equivalent platforms like Google Analytics.
Working experience with Tableau or Power BI.
Experience in interacting with cross functional partners within the organization and crafting and delivering presentations that clearly convey the key insights to senior stakeholders.
Understanding of B2C marketing concepts such as segmentation and personalization.
Financial industry experience, a plus.
Experience with cloud tools/platforms (e.g., AWS SageMaker) for model deployment, a plus.
The Purpose of Your Role
You will serve as Senior Manager for analytics & insights focused on initiatives that serve Workplace (WI) Marketing. You will play a key role in applying analytics to enable data-driven, evidence-based, decision-making for a modern marketing organization.
You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of actions across channels.
The Skills You Bring
You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.
You have a deep understanding of analytical techniques and how to apply them to address a particular problem or question.
You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.
You have knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, Power BI, Adobe Analytics)
You know how to acquire data from multiple sources/environments and transform it for analytics.
You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints.
You know how to design and implement models to accurately assess the impact of marketing efforts across channels.
You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience.
You understand how to leverage qualitative data to identify opportunity areas.
You can think on your feet and respond effectively when priorities change.
You strive to better communicate data through data visualization and storytelling.
The Value You Deliver
You develop and deliver analytical data and insights to solve business problems.
You enable partner stakeholders to make objective, informed decisions.
You provide opportunities for innovation through analytics capabilities and implementation of new technologies.
How Your Work Impacts the Organization
Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.
Certifications:Category:Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Top Skills
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.
