Head of Customer and Competitive Insights and Analytics

Job Description – Head of Customer and Competitive Insights and Analytics (200004KN)

Head of Customer and Competitive Insights and Analytics ( 200004KN )

Primary Location

: UNITED STATES-NC-Charlotte

Organization

: Equitable

Schedule

: Full-time

Description

Thank you for your interest in a position with us. At Equitable, we’re individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That’s the power of our Equitable community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.

Apply and start your journey today!

About Equitable

Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. 

As an employer, Equitable is committed to creating an environment where our people feel comfortable bringing their true selves to work every day. We have been recognized and certified as a great place to work by the Great Place to Work Institute. We provide our employees with opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable.

Our aim is to become America’s first fully Agile financial services company. By adopting new ways of working, we will further enhance the value we create for our clients and employees. We are creating an environment where cross-functional, multidisciplinary teams work independently under a clear set of strategic guidelines, applying Agile working methods to implement their missions. And in so doing, they promote a culture where team members are actively engaged and learning every day.

About Marketing

As a newly independent company, the Marketing Center of Excellence plays a vital role in advancing Equitable’s business, brand, and mission: to help our clients secure their financial well-being so they can pursue long and fulfilling lives. We start with always seeking to better understand, advocate for, and deliver on the needs of our clients and distribution partners. Our goal is to forge lifelong relationships with clients and advisors, retail and third-party, delivering holistic solutions that instill financial confidence and help to achieve life goals. By harnessing the art and science of marketing, we drive superior outcomes for both Equitable’s lines of business and the clients we serve.

More than 8,000 Equitable professionals have earned the trust of more than three million clients across all regions and professions. Individuals, families, teachers, small businesses, and institutions turn to us for help with advice, insurance, retirement, and investment management. To learn more about Equitable, please visit www.equitable.com .

Equitable associates are distributed across the country; full-time work-from-home candidates are welcome. Our work environment is exemplary in its flexibility, transparency, empowerment, and inclusivity, making it ideal for candidates from all industries and professional backgrounds.

Role Description

The Head of Client & Competitive Insights is key to the transformation strategy for Equitable’s Marketing Center of Excellence. Through analytical expertise, organizational development, process design, and technology, this leader will advance and operationalize our strategic insights and analytics capabilities, enabling us to implement a world class analytics ecosystem to track our full suite of engagement strategies across our lines of business.

Key areas of strategic focus include:

• Development of a roadmap toward a modern, intelligent insights model that drives both marketing and enterprise business strategy.
• Advance Equitable’s development and implementation of actionable segmentation models for more relevant, impactful marketing communications.
• Expand Equitable’s data science capabilities and mindsets to be more predictive with a mutli-attribution model to effectively measure and operationalize greater business impact.
• Establish and manage a cadence for effective campaign and brand measurement across multiple channels for key progams and campaigns.
• Develop and deploy measurement dashboards for all marketing programs/campagns across channels and advertising to assess and effectiveness at all stages of the funnel and life cycle.
• Assess and measure the competitive landscape including trends, emerging players and other industry change.
• Oversee customer insights and behaviors positioning with deep market research and recommendations. This includes leading our internal research team and identifying 3 rd parties who can push our practice further.

This position reports to Equitable’s Chief Marketing Officer and serves as part of the Marketing Leadership Team.

What we’re looking for:

Responsibilities

• Build efficient models and methods for gaining on-going client & advisor insights, balancing enterprise-wide strategic insights with the needs of LOB and product leaders.
• Develop data & digital ecosystem, including broad knowledge of where data is housed, how it may be accessed for marketing and strategic purposes, and where data gaps may exist.
• Lead strategic roadmap for prioritizing outstanding data needs and addressing them in a cost-effective manner, including development of new internal and external data capabilities.
• Implement consistent, compelling cadence for marketing reporting, including overall client & advisor success and opportunities, as well as campaign-based analytics.
• Advance our capabilities for applied analytics—how data and insights should shape our collective strategies–and serve as a trusted source of new solutions.
• Design a competitive market sizing, monitoring and tracking capability – which overlays the business’ product focus and identifies market shifts and emerging trends.
• Acting as the voice of the customer, creating a culture of customer obsession and encouraging continuous feedback loops from customers and stakeholders

Key skills and Qualifications

• Proven knowledge and experience with data analysis and science
• Research and interpretation
• Strong collaboration with other key leads and capabilities within the organization
• Proven leadership and team building skills
• Strong communication and storytelling skills, with comfort in problem-solving with C-suite stakeholders
• Broad knowledge of digital marketing, campaign and media strategy 
• Experience in managing and cultivating talent at all levels, and ensuring a motivating and inclusive workplace culture
• Strong relationship and client management skills with internal and external partners.
• A proven ability to work cross-functionally and effectively within large, complex, evolving organizations, including at the executive level

Mindset and behaviors

• A curious entrepreneurial spirit – an out of the box thinker who can design and drive strategy, and figure out how to successfully achieve goals with finite resources
• Passion to challenge the status quo and find new solutions – loves and embraces change
• Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
• Readiness to empower others to fail, learn, and grow

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Qualifications

Key skills and Qualifications
• Proven knowledge and experience with data analysis and science
• Research and interpretation 
• Strong collaboration with other sefl-managing Teams and Squads in the Tribe
• Proven leadership and team building skills
• Strong communication and storytelling skills, with comfort in speaking with business stakeholders
• Broad knowledge of digital marketing, campaign and media strategy 
• Strong problem solving with ability to manage and lead the team to push the solution and progress
• Strong relationship and client management skills with internal and external partners. 
• A proven ability to work cross-functionally and effectively within large, complex, evolving organizations, including at the executive level
 

About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-6368 or email us at TalentAcquisition@equitable.com.