hero

Mass Fintech Careers

Discover the opportunities across the Mass Fintech Community

Director, Brokerage Advanced Analytics and Customer Insights

Fidelity

Fidelity

Customer Service, Data Science
Boston, MA, USA · smithfield, ri, usa
Posted on Jul 16, 2024

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: