Director, Business and Data Analytics, SPA
The Role
Be part of a team on the cutting edge of development and delivery of sales performance KPIs and dashboards and insights for FW associates / field leaders for the purpose of measurement, coaching, and assessment of variable compensation and annual bonuses
As a member of the FW HR Sales Performance and Analytics Product team, the Business and Data Analytics Director will help lead Business Analytics (BA) and Business Intelligence and Consulting (BIC) associate’s in support of delivery teams. This position will provide oversight in delivering actionable insides, dashboards, KPIs and metrics, and analytical solutions that improve business performance, customer outcomes, and operational efficiency.
This role partners closely with FW leaders, serves as a primary consultative advisor to Product Leaders and business partners, and supports the Product Leader in ensuring the team has the right skills and capabilities to meet business needs.
The Experience and Skills You Bring
- Lead, coach, and develop high-performing sales/compensation performance analytics, BI and data team
- Build scalable processes for analytics delivery and stakeholder support
- Foster a culture of accountability, innovation, and continuous improvement
- Extensive data analytics experience, with demonstrated ability to build strong foundations and deliver relevant tools/views/products for leadership
- Analytical business problem solver who can ask questions, and use analytics to frame problems, opportunities, and solutions
- Excellent verbal and written communication, relationship building and interpersonal skills
- Proven track-record of strong relationship management, with a particular affinity to taking a consultative approach to partnering with stakeholders
- Product ownership mindset with the ability to influence key stakeholders
- Strong people leadership, coaching, and development experience
- Strong execution and results orientation with the ability to balance driving toward an ideal state with the reality of bringing stakeholders along the change journey.
- Expertise in working with database applications/architecture and data visualization tools like Tableau, Alteryx, Excel, SQL, other query tools, PowerPoint etc.
- Experience working with sales performance data (headcount, attrition, movement, Workforce Connect, etc.) strongly preferred
- Comfort meeting with and presenting to leaders to review data findings, summarize key points and dig into detail when necessary.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Sales Operations and Compensation build sales performance management processes, variable compensation plans and supporting technology to enhance our Associates’ and Leaders’ experience and align with the evolving needs of our clients and Wealth’s strategic direction. We enable the success of front office programs and support business responsiveness and market opportunities through the design and delivery of Business Intelligence (BI) capabilities that align to FW’s data and BI strategies. Additionally, we improve our associate and leader experiences by providing performance measurement applications and solutions that use insightful data-driven analytics.
Certifications:Category:Business Analytics and InsightsPlease 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
- Extensive data analytics experience
- Experience with database applications and data visualization tools
- Strong people leadership, coaching, and development experience
- Proven track-record of strong relationship management
- Experience working with sales performance data
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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