Director, Data Analytics and Insights

Posted 4 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
110K-222K Annually
Expert/Leader
Fintech
The Role
Leads data analytics and insights initiatives, partnering with stakeholders to answer strategic business questions through structured analysis, data storytelling, and visualizations. Builds cross-functional relationships, develops executive presentations, coaches analysts, manages complex projects, and influences business roadmaps. Uses SQL or Python to transform large datasets and applies Tableau, Power BI, and AI technologies—including machine learning, NLP, and generative AI—to solve complex business problems.
Summary Generated by Built In

Fidelity will not provide immigration sponsorship for this position.

Job Description:


 The Team


 As a Director within the Workplace Investments Integrated Analytics, Insights and Recommendations team this person will be focused on supporting and building relationships across teams and stakeholders in support internal analytic initiatives and projects. You will partner to sustain deep relationships with these stakeholders, supporting high priority asks and working to source solutions with data to foster a data narrative. You are the Data Storyteller providing data-driven, contextualized insights to effectively communicate narratives and visualizations.


The Expertise You Have


  • Ability to think strategically, challenge assumptions and provide thought leadership
  • Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analyses
  • Experience managing sophisticated projects across teams, and exercise influence and autonomy along with shifting priorities and timelines
  • Act as connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence cross-functional teams
  • Ability to coach and guide analysts across WI and other BUs
  • Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story

The Skills You Bring

  • Proficiency in verbal / written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI
  • Bachelor’s degree required; MBA preferred
  • Prior experience working in a role requiring working across functions and business units (desired)
  • Expert at synthesizing data / trends in order to develop key insights / storylines that help to effectively connect with leaders
  • Experience working with data environments and knowledge in querying language and/or querying applications (SQL, Python) to create, manipulate and transform large datasets.
  • Should be highly organized, curious, self-motivated with strong leadership skills and ability to prioritize multiple tasks simultaneously.
  • Agility in adapting to new and changing business areas and taking initiative to drive projects forward in a sophisticated, cross-functional working environment
  • Experience using AI tools including M365 Chat and GitHub Copilot
  • Experience leveraging Artificial Intelligence  (Machine Learning, Natural Language Processing, Generative AI) to solve for complex business problems

The Value You Bring


The insights you provide will support the creation, management, and achievement of business objectives along with new focus areas and success measures. In providing useful insights you will help articulate future vision and influence roadmaps. Your direct interaction with the business will craft a discourse to answer strategic questions.

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.

The base salary range for this position is $110,000-$222,000 per year.  

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.

Certifications:

Category:Business Analytics and Insights

Skills Required

  • Bachelor's degree
  • Outstanding analytical skills and ability to structure complex analyses
  • Experience managing complex projects across teams
  • Ability to influence cross-functional teams and work across business units
  • Experience coaching and guiding analysts
  • Experience interacting with leaders and creating executive-level presentations
  • Proficiency with Microsoft Office and presentation tools, including ThinkCell
  • Experience with Tableau or Power BI
  • Expertise synthesizing data and trends into insights and storylines
  • Experience with data environments and SQL or Python for manipulating large datasets
  • Strong leadership, organization, prioritization, and communication skills
  • Experience using AI tools, including M365 Chat and GitHub Copilot
  • Experience applying machine learning, natural language processing, or generative AI to business problems
  • MBA

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

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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