Senior Manager, Advanced Data Analytics and Insights

Fidelity will not provide immigration sponsorship for this position.

Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation and strategic insights to optimize every aspect of the customer’s experience?  

If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.  

The Team  

We are seeking a creative and collaborative analytics professional with expertise in data-driven and hypothesis-based insights. As a member of the Customer Knowledge and Strategic Insights (CKSI) team, you will play a pivotal role in a dynamic group. You will partner closely with stakeholders across the business, working with agile, interdisciplinary teams that possess diverse skills in analytics, engineering, data science, marketing, product development, and more. Your insights will drive initiatives that optimize and personalize the Fidelity experience. 

The Role

As a key analytics partner, this role will generate actionable insights that inform product strategy. Success requires leveraging data, analytics, and market intelligence to identify emerging trends, uncover growth opportunities, and tell a story of customer experience using data to inform long-term strategic decision-making. The individual in this role will be able to translate a business need or question into a hypothesis that can be validated via data analysis or experimentation. The position offers a unique opportunity to influence critical decisions that shape the future of wealth, planning, advisory, and insurance solutions, while accelerating the organization's shift toward a more data-driven and customer-centric operating model.

This is an individual contributor role.

• A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.

• Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.

• Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.

• Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.

• Ability to manipulate and synthesize data from large and sometimes unwieldy data into a cohesive story that delivers insights to a broad audience in a simple, clear, and actionable way.

• Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.

• 6 plus years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.

• Experience using and querying big data technologies such as Snowflake, Athena, etc.

• Experience in designing and developing dashboards and reports by using Tableau, Power BI etc.

• Experience with digital analytics using tools such as Adobe analytics

• Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus

• Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization

• Delivering data-driven and actionable insights to enable objective, informed business, and product decisions

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.