Insights Manager

Company Overview

RFI Global is the only global data and insights company focusing exclusively on financial services. We empower financial service leaders with the market intelligence they need to drive innovation and accelerate growth.

Partnering with the world’s top financial institutions, our expert team delivers tailored insights through a unique hybrid syndicated approach, drawing from over 200,000 consumer and 60,000 business interviews each year.

The Role

The Insights Manager is an exciting role within our RFI Global Council Insights team, dedicated to delivering high-impact research and strategic guidance to our financial services clients across Australia and New Zealand.

As a senior member of the team, you will work closely with the Insights Director to elevate client engagement, drive operational excellence, and foster a culture of continuous improvement. This role combines leadership, analytical rigour, and client‑centric delivery to shape insights that inform decision‑making and unlock growth opportunities.

Key Responsibilities

Client Delivery

- Presenting to clients and ensuring presentations exceed expectations with regards to actionability, accuracy, timeliness and engagement.
- Own client and internal research briefings, communicating requirements and expectations to the Insights Director.
- Maintain a deep understanding of clients’ strategic priorities and demonstrate this understanding in your delivery and dealings with clients.
- Identify and support opportunities to advance our offering in response to client needs and market dynamics.
- Work closely with Sales and Client Success teams in the servicing of existing clients.

High Quality Research and Insights

- Translate insights into business impact by connecting deliverables to the client’s strategic priorities.
- Design and implement client research programs.
- Develop and deliver impactful reports that drive strategic decision making for clients.
- Proactively identify business questions to drive value for clients.
- Identify and implement innovative research approaches and methodologies.

Data Analysis

- Lead high quality, accurate and on time data analysis projects.
- Collaborate with the internal RFI teams to address complex and timely analysis requests.
- Utilise advanced data analysis techniques (descriptive, diagnostic and statistical), and tools (e.g. SPSS, Q, DisplayR).
- Support process and ongoing iteration of insightful reporting.

Process Optimisation

- Prioritise tasks in collaboration with the Insights Director and Senior Resourcing Manager based on team capacity and workload.
- Execute on product or process initiatives that aim to enhance client experience, maximise efficiency and margin.
- Support internal teams in improving QA processes, outputs, and automation techniques.
- Work closely with Senior Resourcing Manager to ensure team resources are utilised effectively and forward planning is undertaken.

Team Leadership

- Review and provide feedback on the work of more junior members of the team, ensuring feedback is understood and acted upon, to support in driving a high performing team.
- Foster knowledge sharing across RFI and contribute to an inclusive team culture.
- Lead training sessions and knowledge sharing.

Qualifications

- 5+ years of experience in market research, data analytics, or a related field.
- Experience presenting research and insights to senior management clients.
- Experience in a research agency environment or research role.
- Experience working with banks / financial services providers highly regarded.
- A degree in any discipline
- Hands‑on experience with data mining, data visualisation and statistical analysis using tools such as SPSS, Survey Reporter, Q and DisplayR.
- Strong ability to communicate data analysis into actionable findings with diverse stakeholder groups, both verbally and in writing.
- Proven experience in end‑to‑end analysis; from briefing to execution of a stated business problem, defining the analysis plan, analysing and interpreting the output.
- Demonstrates a curious mindset with a drive to get to the root of business problems by asking insightful questions and thinking proactively.
- Excellent planning and time management skills, able to handle quick turnarounds and meet clients’ priorities in a fast‑paced environment.
- Demonstrated ability to work collaboratively with cross‑functional teams, to foster a positive team environment and drive collective results.
- Experience advising, engaging, and supporting a high‑performing team, with a desire to mentor junior analysts.
- Experience in research methodologies is highly regarded.

Benefits

- Competitive salary & superannuation
- Great opportunity to work with a global team
- 25 days annual leave + public holidays + birthday leave +2 charity days
- Hybrid working arrangements
- Wellness and education contribution fund
- Monthly breakfast and quarterly social events
- Learning and development budget to help your professional growth.
- Loyalty leave
- Perkbox

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