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Consumer Learing Team Leader

Company: Fisher Investments
Location: Plano
Posted on: May 12, 2024

Job Description:

Are you someone with client or prospective client-facing experience and a consumer learning or data analytics background, if so this is a leadership role for you. As the Team Leader of the Consumer Learning Team, you would be responsible designing and managing efforts to gather internal and external consumer insights for company partners to help improve strategy, innovation and service enhancements across our firm.

The Opportunity:

As the Consumer Learning Team Leader, reporting to the VP - Global Communications, you'll use your depth of expertise with our clients, consumer learning and data analytics to help our partners achieve their learning goals and improve solutions and enhancements that help our clients reach their long-term financial goals and our employees build lifelong careers. You will lead your team in projects and further career development.

Consumer Learning uses multiple tools to uncover details of the decisions people make and provides us with the opportunity to investigate why they do it. On an ongoing basis, we complete unique Consumer Learning projects at the request of our business clients across the firm. We also support ongoing learning efforts like the PCGI Client Satisfaction and Termination Learning surveys, and, our Investor Sentiment Survey and employee-facing surveys. Many of our projects are done at the request of EVPs or upper management to investigate some element of the client, prospective client or employee experience globally. You will also help manage our vendor relationships tied to consumer learning, such as Qualtrics and other survey systems.

The Day-to-Day:

  • Manage a variety of research projects to better understand our audiences and help expand into new markets
  • Oversee research projects from end-to-end: design research plans; write surveys, stimuli and interview guides; manage scheduling, recruiting and programming; and summarize and present research findings for partners and leadership
  • Use your expertise to lead and influence, helping improve processes, identify opportunities and enhance how our Global Marketing department uses consumer and market research
  • Develop meaningful relationships with your partners (CMO, Marketing VPs, legal and more) and external research partners
  • Manage budgets for research projects with vendors
    Your Qualifications:
    • 10+ years' of client or prospective client-facing experience, plus, a background in consumer learning or data analytics
    • Experience in quantitative research and related platforms (ex: Qualtrics or similar)
    • Workload prioritization across multiple tasks and projects with varying complexities and deadlines
    • Understand consumers and find business opportunities by learning about their behaviors, pain points and needs
    • Desire to work in a collaborative environment, with opportunities to further develop as a leader in your field
    • Effectively communicate with partners at all levels (CMO, VP's, Legal, Compliance)
      Why Fisher Investments:

      We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
      • 100% paid medical, dental and vision premiums for you and your qualifying dependents
      • A 50% 401(k) match, up to the IRS maximum
      • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
      • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
      • $10,000 fertility, hormonal health and family-forming benefit
        FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Plano , Consumer Learing Team Leader, Hospitality & Tourism , Plano, Texas

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