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Motivating and respected team builder and leader with longstanding and strong relationships in the research and business community based on partnership-building communication. Recognized ability to uncover revenue-growing insights by applying a unique combination of analytical instinct and natural aptitude for storytelling.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Vice President, Strategic Research Team LeaderFidelity Investments Jul 2022 - PresentBoston, Massachusetts, United States -
Director, Strategic InsightsFidelity Investments Jun 2021 - Jul 2022Boston, Ma -
Project Manager (Contractor), Strategic InsightsFidelity Investments Sep 2019 - Jun 2021Boston, Massachusetts, United States -
ConsultantIntuify May 2019 - Jun 2021Boston, MaMeasure the uncensored thoughts and feelings that drive brand growth with amazingly intuitive, fast, and cost-effective technologies -
Vice President, Client ServicesPurchased Jul 2017 - May 2019Brookline, MaLed a client insights team servicing a global account. Worked closely with client executive team to define research goals and priorities. Identified opportunities and led solutions discussions with client stakeholders. Developed new approaches to address evolving client needs, created budgets and proposals, managed pipeline. Drove the team to compose strong narratives and high quality client deliverables.Accomplishments: Diagnosed areas for improvement in existing project management approach; formulated and implemented new systems to more effectively deliver on client business questions and strengthen partnership. Recognized by client for providing “world class client service” and “expert storytelling,” elevating Purchased’s profile to preferred vendor. Collaborated with client to validate claims and develop content for publication. Created cross-category elevator pitch narrative across 11 Purchased shopper journey studies, which client developed into live-action and animated videos for use in top-to-top sales discussions. -
Vice President, Client Development, Nielsen Innovation Practice (Acquired Affinnova)Nielsen Sep 2015 - Feb 2017Waltham, MassachusettsDeveloped the Nielsen Innovation Practice business – a merger of Affinnova, one of the fastest growing research and marketing technology companies, and BASES concept testing – by driving revenue management process for CPG account group, including development and review of pipeline and establishment of account plans. Developed managerial, client service, and sales capabilities in Director and Manager-level direct reports. Accomplishments: Exceeded 2015 and 2016 revenue goals. Recognized by clients for flexibility, responsiveness, and creativity in consultation on marketing, research, and innovation initiatives. Brought new solutions to clients, to help them more effectively test new product opportunities, revitalize their brands, and create more compelling communications and packaging. Recognized by Senior Management for “historic moment” in selling the first engagement of a new Innovation Practice solution upon launch of the product in 2016. -
Senior Director, Account Services; Director, Client Service, Manager, Client ServiceAffinnova, Inc. Sep 2006 - Sep 2015Waltham, MaLed initiatives for Fortune 100 CPG and Retail clients through Affinnova's innovation process, driving increased insight and partnership to strategically grow accounts. Scoped client requirements and objectives to deliver product and messaging optimization, benchmarking, line rationalization, and pricing strategies. Delivered data-driven results in response to client business questions. Developed teams in higher-level strategic skills as Research and Operations needs evolved.Accomplishments: Working closely with VP of Client Services, brought Walmart account from cold-calling to dozens of successful initiatives within 18 months, leading to Affinnova being awarded Walmart’s Custom Research Supplier of the Year for 2008. Received internal award for Strategic Account Development. Chosen to be Research knowledge leader for innovative new product that repositioned Affinnova competitively. -
Senior Project Director; Project DirectorCogent Research Aug 2003 - Aug 2006Cambridge, MaDeveloped ongoing, mutually productive partnerships with industry leaders in health care, finance, legal, retail, and other fields by delivering strategic recommendations based on valid and reliable data. Independently directed over 100 projects at profitability rate 50% above company standard. Accomplishments: Psychographic segmentation model, grouping consumers in terms of their involvement in and management of their own health; qualitative and quantitative studies to test users’ reactions to new features on web-based legal research resource; customer satisfaction tracking for local bank to drive employee compensation; multi-phased branding and market segmentation study for women’s retail clothing company
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Senior Research Manager; Research ManagerResearch International Feb 2001 - Aug 2003Cambridge, MaAs main client contact, managed multiple research projects using diverse qualitative and quantitative methodologies. Wrote winning proposals, developed and kept projects to budgets and on schedule, coordinated internal and external resources, performed analysis and produced targeted implications.Accomplishments: Brand health and concept testing studies for international media company. Quarterly brand tracking for global telecom client. Segmentation of travel guide market for major publisher. Customer satisfaction tracking for electric utility.Recognition: Received Preferred Vendor Award from global telecom client. -
Research AssistantBoston University Communication Research Center 1999 - 2000Boston, MaOne of five students selected from all Communication Research classes to run a working research consultancy on the Boston University campus.
Kate James Skills
Kate James Education Details
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English, Art History -
Marketing Communication Research
Frequently Asked Questions about Kate James
What company does Kate James work for?
Kate James works for Fidelity Investments
What is Kate James's role at the current company?
Kate James's current role is Inherently curious, experienced consumer insights team leader with deep expertise in innovation research across diverse methodologies..
What is Kate James's email address?
Kate James's email address is ka****@****ail.com
What is Kate James's direct phone number?
Kate James's direct phone number is 1-800-237*****
What schools did Kate James attend?
Kate James attended Clark University, Boston University.
What skills is Kate James known for?
Kate James has skills like Market Research, Quantitative Research, Customer Insight, Marketing Research, Business Development, Strategy, Consumer Behaviour, Questionnaire Design, Market Analysis, Competitive Intelligence, Brand Equity, Messaging.
Who are Kate James's colleagues?
Kate James's colleagues are Abiola Sanu, Ryan Lorence, Nicholas "nico" Echevarria, Rigdon Whitfield, Mike Sakr, Prassanna Punnia Moorthy, Sam Porter.
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Kate James
Atlanta Metropolitan Area2coca-cola.com, coca-colacompany.com -
1pearson.com
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Kate Ravanis
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