Job Description:

Position Description:

Drives improvements to the digital experience for customers and advisors, with industry-leading data analytics, visualization, and experimentation approaches and tools. Transforms data into impactful business insights, using structured and unstructured data sources (including digital interactions, customer feedback, chat/call transcripts, customer profile attributes, platform logs, operational metrics, and financial transactions). Creates compelling visualizations, using Adobe, Elastic, Excel, SQL, and Tableau. Performs exploratory data analysis, using big data technologies and open source platforms. Partners with business stakeholders to understand their critical business questions and data needs, assess opportunities, and measure the resulting impact of product/service enhancements on advisor productivity, client satisfaction, and business objectives and key results.

Primary Responsibilities:

• Presents and delivers actionable insights and recommendations to senior business leaders and product owners, enabling objective, informed business and product decisions.
• Develops and executes comprehensive learning agendas that inform strategic business decisions and tackle the key business questions to which stakeholders need answers.
• Analyzes customer and advisor interactions at every touchpoint to measure usability, effectiveness, and client satisfaction within the overall cross-channel client/advisor journey.
• Contributes to project strategy and deliverable planning, influencing the vision and mission, work plans, and timelines.
• Partners and collaborates effectively with technology, business, and analytics colleagues in an Agile development environment.
• 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.

Education and Experience:

Bachelor’s degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Information Management, or a closely related field and six (6) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and customer insights in the financial services industry.

Or, alternatively, Master’s degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Information Management, or a closely related field and four (4) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and customer insights in the financial services industry.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise (“DE”) developing critical insights to drive strategy across digital experience enhancement, service optimization, audience segmentation, and new product launch initiatives related to asset management and investment brokerage organization using Adobe, Excel, and SQL.
• DE designing measurement strategy and implementation using Adobe Digital Marketing Suite analytical tools and centralized tag management systems that beacon tags to on-premise and off-premise data warehouses.
• DE developing a comprehensive analytical learning agenda for product usage, success metrics and customer demographics; and consulting with stakeholders and business leaders to articulate business requirements using measurement and experimentation.
• DE performing data modeling and transformations to integrate customer data from disparate data sources — digital interactions, customer feedback, chat/call transcripts, customer attributes, platform logs, operational metrics, and financial transactions — using SQL and Excel; and creating advanced visualization modules, and automating and updating dashboards, using Adobe Analytics and Excel.

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Certifications: