Head of Personalization Intelligence

The Head of Personalization Intelligence will lead the data, analytical, and insight capabilities that power personalized client experiences.

Reporting directly to the Managing Director, Analytics & Information Executive, this leader will build and advance the intelligence layer of personalization
, creating a connected capability that enables the organization to:

Understand the client → Detect meaningful signals → Determine relevance and value → Make insights available for action → Measure outcomes → Learn and improve

The role will bring together signal development, client personas and insights, lifetime value, analytical intelligence, and measurement to create an increasingly dynamic understanding of clients and their needs.

This leader will work closely with Product, Marketing, Technology, and Enablement partners to ensure personalization intelligence can be translated into experiences across channels, with an increasing focus on enabling timely and real-time insights and signals
.

• Define and lead the strategy for the data and intelligence capabilities that enable personalization.
• Create a connected ecosystem across signals, client understanding, value, analytics, and measurement rather than a collection of individual models or use cases.
• Establish common data, analytical, and measurement frameworks that can be reused across products and channels.
• Advance the organization toward increasingly dynamic, individual-level and real-time client intelligence.

• Lead the development of personas, segments, client insights, and other analytical frameworks that deepen understanding of client needs, behaviors, preferences, and opportunities.
• Integrate behavioral, transactional, engagement, and other available data to create a more holistic view of the client.
• Translate complex data into actionable insights that Product, Marketing, and other partners can use to inform their strategies.

• Lead the development of signals that identify changes in client behavior, needs, intent, engagement, and opportunity.
• Establish scalable, reusable signal frameworks that can support multiple products, experiences, and channels.
• Determine which signals should evolve toward real-time availability based on their potential client and business value.
• Establish appropriate standards and governance for personalization data and signals.

• Lead the development and evolution of lifetime-value methodologies.
• Bring together client value, needs, behaviors, and signals to provide a richer understanding of both current and potential client relationships.
• Develop analytical approaches that balance near-term opportunities with longer-term client value.

• Partner with Technology and Enablement to translate personalization intelligence into scalable data and analytical capabilities that can be consumed across channels.
• Define the data, signal, model, and analytical requirements necessary to move from batch-oriented insights toward more dynamic and real-time intelligence.
• Partner with Technology to shape the data and analytical architecture required to make insights available at the point of interaction.
• Ensure personalization intelligence is structured in ways that can be consistently understood and consumed by downstream platforms and channels.

• Establish a consistent measurement framework for personalization across the organization.
• Develop methodologies for measuring incrementality, client outcomes, business outcomes, and longer-term value.
• Advance experimentation and test-and-learn approaches that distinguish correlation from incremental impact.
• Cre…