The Role
Are you passionate about using data to drive strategic decisions and transform customer experiences? Do you thrive on uncovering insights by connecting the dots across diverse datasets customer behaviors, transactional history, digital interactions, call transcripts, 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
The Expertise and Skills You Bring
Customer Experience Storytelling
Over 5 years of proven experience in analytics, insights, and experimentation, with a strong ability to translate complex data into clear, strategic narratives. Skilled at identifying customer pain points and success drivers, enabling leadership to uncover anti-digital friction and prioritize initiatives that enhance satisfaction, loyalty, and overall business performance.
Analytical Versatility & Technical Fluency
10 + years of experience and deep expertise in SQL, Python, R, and data visualization tools (Tableau, Power BI, Qlik), with experience in big data platforms like Snowflake and Athena.
Strategic Insight & Hypothesis-Driven Thinking
You translate complex business questions into testable hypotheses and validate them through experimentation and data analysis, driving strategic decisions and customer-centric outcomes.
Clear, Actionable Communication
You deliver insights in a simple, clear, and actionable way to partners across all levels, bridging the gap between technical depth and business relevance.
Cross-Functional Collaboration
You thrive in agile, interdisciplinary teams, partnering across analytics, engineering, marketing, and product to deliver multidisciplinary solutions that benefit Fidelity and its customers.
Digital & Behavioral Analytics
You have experience with digital analytics tools (e.g., Adobe Analytics) and customer sentiment analysis, enabling a nuanced understanding of customer behavior across channels.
Business Insight & Use Case Focus
You consistently maximize analytical expertise to address real-world business challenges and bring deep expertise in crafting and performing A/B tests. Develop robust measurement strategies to evaluate business impact. Experience in Business Transformation Consulting is a strong plus.
Continuous Learning & Intellectual Curiosity
You demonstrate a growth mindset, staying abreast of innovations in analytics, data science, and machine learning, and proactively expanding your capabilities.
Leadership Without Authority
You shape results and unite collaborators from various teams, even while in an individual contributor position showcasing Fidelity’s values of leaders who serve and collective achievement.
Educational Foundation
Bachelor’s degree or equivalent experience in a quantitative or technical field (e.g., Data Analytics, Economics, Statistics, Finance); MBA or MS degree is considered advantageous.
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.
Certifications:Category:Data Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite 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.
Top Skills
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.
