Insights Manager - Melbourne/Sydney

Company Overview

RFI Global is the world's leading research and intelligence business dedicated to retail banking, business banking, and payments. We work with the senior executives who shape the future of financial services — from strategy and product leaders at the world's largest banks to the technology vendors building the next generation of financial infrastructure. 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, giving you the opportunity to shape insights that inform decision-making and unlock growth opportunities for leading financial institutions. You will play a key role in strengthening client relationships, enhancing our offering, and contributing to the ongoing success of the team.

Key Responsibilities

Client Delivery

• Present to clients with confidence, ensuring outputs exceed expectations in actionability, accuracy, timeliness, and engagement
• Own client and internal research briefings, clearly communicating requirements and expectations
• Maintain a strong understanding of clients’ strategic priorities and reflect this in all delivery and interactions
• Proactively identify opportunities to enhance our offering in response to client needs and market dynamics
• Work closely with Sales and Client Success teams to support and grow existing client relationships

High Quality Research and Insights

• Translate insights into tangible business impact by linking outputs to client strategic priorities
• Design and deliver client research programs end-to-end
• Develop clear, impactful reports that support strategic decision-making
• Proactively identify key business questions to unlock additional value for clients
• Explore and apply innovative research approaches and methodologies where appropriate

Data Analysis

• Lead high-quality, accurate, and timely data analysis projects
• Collaborate with internal teams to address complex and time-sensitive analytical requests
• Apply advanced analytical techniques (descriptive, diagnostic, and statistical) using tools such as SPSS, Q, and DisplayR
• Bring data to life through clear storytelling and insightful reporting

Process Optimisation

• Collaborate with the Insights Director and Senior Resourcing Manager to prioritise work effectively
• Contribute to initiatives that enhance client experience, team efficiency, and commercial outcomes
• Support continuous improvement in QA processes, outputs, and automation techniques
• Partner with the Senior Resourcing Manager on forward planning and resource allocation

Team Leadership

• Review and provide constructive feedback to support the development of junior team members
• Contribute to a collaborative, inclusive, and high-performing team culture
• Support knowledge sharing and lead training sessions where appropriate