D2C Data and Business Intelligence Manager in Trafford

At AJ Bell, we're one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions for everyone, from professional financial advisers to DIY investors. With over 644,000 customers managing assets totaling more than £103.3 billion on our platform, we continually strive to make investing easier to help people take control of their financial futures. Headquartered in Manchester, with offices in central London and Bristol, we are a FTSE 250 company with a team of over 1,500 employees. We foster a friendly working environment with a strong sense of teamwork, pride, and a commitment to our people. Our benefits include competitive salaries, generous holiday entitlements, pension schemes, and personal development programs.

Responsibilities:

• Lead a growing and high performing team of data engineers and BI developers.
• Coach individuals and the team to deliver their best for the business.
• Ensure strong technical and business processes including documentation.
• Develop an operating model and plans that deliver robust data products and dashboards.
• Continually assess our ways of working and proactively identify opportunities for efficiency and innovation.
• Ensure change is delivered in line with agreed plans and QA before delivery to the business.
• Support the team to develop engaging and accurate dashboards and reports.
• Lead the rollout of dashboards to the business and ensure colleagues understand data navigation and interpretation.
• Collaborate on projects with our central data and technology colleagues.
• Proactively identify risks or opportunities highlighted through data and reporting.
• Ensure compliance with regulatory requirements and industry standards related to data privacy, security, and confidentiality.
• Support and enable the business to achieve its regulatory requirements, including consumer duty.

Technologies:

• Business Intelligence
• Cloud
• CRM
• DAX
• Support
• JIRA
• Marketing
• Power BI
• Python
• SQL
• Security
• Snowflake
• dbt
• Confluence
• Data Warehouse

Qualifications:

• Proven experience in leading data and reporting teams in financial services or highly regulated industries.
• Demonstrable experience of delivering improved outcomes from data and BI particularly governance, efficiency and scalability.
• Previous responsibility for business-critical data assets and platforms.
• Experience of working with diverse data sources across customer, transactional and external data and different cadences including real time.
• Experience of working with third party data enhancement and marketing data sources such as Google Analytics is highly desirable.
• Outstanding stakeholder engagement and management skills.
• Excellent long-term planning and short-term prioritisation skills, including effective communication.
• Experience in analysis and development within a BI environment.
• Agile/scrum experience would be a benefit.
• Good levels of data and market awareness.
• Highly effective communication skills and comfortable working with both technical and non-technical teams.
• Excellent analytical and problem-solving skills, with the ability to interpret complex datasets and generate actionable insights.
• In-depth knowledge of cloud-based data architecture, database development and management.
• Previous experience with Snowflake in particular is desirable.
• Strong understanding of data and systems integration and data pipelines including development approaches.
• Broad knowledge of business intelligence principles, approaches and tools/platforms; Power BI is preferred.
• Understanding of marketing and communication technologies, particularly CRM platforms and orchestration tools.
• Experience with Bloomreach is desirable.
• Best practice for systems and data governance including development processes and documentation.
• Reporting architecture and approaches including self-service enablement.
• Understanding of marketing and product performance metrics and approaches.
• Exposure to Google Analytics and user engagement tools and testing platforms such as Contentsquare, AppsFlyer, Optimizely is highly desirable.
• Proven understanding of GDPR and data governance, preferably in financial services.
• Knowledge of AJ Bell and our product offerings, and interest in the investment platform market would be a plus.
• Excellent proficiency in data manipulation languages, particularly SQL, and able to write complex queries and repeatable stored procedures.
• Experience in low-code solutions like DBT is highly desirable.
• Experience of developing data pipeline and automations, for example via Python.
• Data integration using APIs.
• Ownership of systems critical data and strong experience of maintenance, development and improvement.
• Dashboard design, development and delivery.
• Experience with Power BI including semantic model development and with DAX is preferred.
• Self-serve approaches and improvements to data literacy and adoption.
• Documentation and workflow management using tools such as JIRA and Confluence.

Benefits:

We support a hybrid working model to promote collaboration and connection within our team.