The Role
Are you passionate about using data to drive strategic decisions and transform customer experiences? Do you flourish with uncovering insights by connecting the dots across diverse datasets customer behaviors, transactional history, interactions and financial metrics?
If so, we invite you to join our forward-thinking team at Fidelity and make a real-world impact for over 40 million individual investors. Candidates must be able to demonstrate data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.
The Expertise and Skills You Bring
- 10 plus years of experience turning data into meaningful insights that influence strategy, improve customer experiences, and drive measurable business outcomes.
- Bachelor’s degree or equivalent experience in a quantitative of Data Analytics, Economics, Statistics, Finance); MBA or MS degree is considered advantageous.
- Proven ability to create innovative measurement frameworks, benchmarking approaches, and performance metrics that help leaders make confident, data-driven decisions and enable scale.
- Strong strategic problem solver who excels at translating complex business questions into actionable insights through analytics, experimentation, and evidence-based approaches.
- Advanced analytical expertise with tools such as SQL, Python, R, Tableau, Github and Power BI, along with experience working in modern cloud-based data environments.
- Passion for understanding customer behavior through digital, journey, and live experience analytics, uncovering opportunities to enhance engagement and satisfaction.
- Exceptional communication and storytelling skills, with the ability to simplify complex analyses and influence stakeholders at all levels of the organization.
- Collaborative leader who thrives across functions and embraces emerging technologies, including AI and Generative AI, to accelerate insights, improve efficiency, and drive innovation.
The Team
We are searching for an innovative and team-oriented analytics expert to spearhead data-driven projects that influence business strategy, eliminate customer obstacles, and improve the customer experience. In this Individual Contributor role, you’ll be an indispensable member of the AACI team, embedded within Fidelity’s Brokerage business unit.
You’ll work alongside an agile, interdisciplinary team with expertise across analytics, engineering, data science, marketing, and product development - driving experimentation and personalization across the Fidelity experience.
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
- 10 or more years of experience turning data into insights that influence strategy, improve customer experiences, and drive business outcomes
- Bachelor’s degree in a quantitative field such as data analytics, economics, statistics, or finance, or equivalent experience
- Experience creating measurement frameworks, benchmarking approaches, and performance metrics
- Advanced analytical expertise with SQL, Python, R, Tableau, GitHub, and Power BI
- Experience working in modern cloud-based data environments
- Experience with customer behavior, digital journey, and live experience analytics
- Ability to translate complex business questions into actionable insights through analytics, experimentation, and evidence-based approaches
- Exceptional communication, storytelling, and stakeholder influence skills
- Collaborative leadership and cross-functional partnership skills
- MBA or MS degree
- Experience applying AI and generative AI to accelerate insights and improve efficiency
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.
