Associate, Analytics and Performance Insights
Do you enjoy harnessing the power of data to uncover insights that lead to actions? The Manager, Analytics and Performance Insights, leverages data to drive results and improve the associate, leader and customer experience within our Brokerage Client Services team. You will help build trust in our data products as we prepare for timely, personalized diagnostics that will be provided to our customer-facing teams and business partners.
The location of this position is Salt Lake City UT.
The Expertise and Skills You Bring
• 3 plus years working in Data and or Analytics or a degree in the field
• Bachelor’s degree required
• Experience working on multiple projects at one time, in collaboration with others
• Prior experience presenting data concepts to peers and managers
• Practical understanding of data management concepts, semantic-tagging, data governance principles, and practices
• Experience in data quality, data management, analytics, visualization and data prep using low/no-code tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce, Ataccama, Alation and Colibra
• Strong desire to learn AI, Predictive Analytics and Machine Learning concepts
• You thrive in an environment where data is abundant
• You believe in trust and accountability, especially as it relates to how data is managed and consumed
• You have strong foundational skills in documentation, organization and accuracy
• You can work with agility, curiosity and creativity among large data sets
• You are comfortable testing different approaches and tools to uncover insights
• You are comfortable and confident in elevating anomalies and issues before they impact the business
• You are responsive and proactive with the partners that rely upon you for quality data
• You are always scanning for the best approach on how to leverage and work with our data
• You believe that quality and scale are critical to anything that you build.
• You value pace over perfection but understand the appropriate time and place for both approaches.
The Team
The Manager, Analytics and Performance Insights is part of Fidelity’s Brokerage group, specifically within the Strategy, Planning and Enablement Team. We provide holistic reporting and analytics support to the Brokerage Client Services organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.
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.
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.
Skills Required
- At least 3 years of experience working in data and/or analytics, or a degree in the field
- Bachelor's degree
- Experience managing multiple projects concurrently and collaborating with others
- Experience presenting data concepts to peers and managers
- Practical understanding of data management, semantic tagging, and data governance principles
- Experience with data quality, data management, analytics, visualization, and data preparation
- Experience using low-code or no-code tools such as Tableau, Alteryx, Qlik, Power BI, Snowflake, AtScale, Salesforce, Ataccama, Alation, or Collibra
- Strong desire to learn AI, predictive analytics, and machine learning concepts
- Strong documentation, organization, accuracy, and data-quality skills
- Ability to work creatively and flexibly with large datasets and test different approaches
- Ability to identify and escalate data anomalies and issues proactively
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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