Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Manager, Advanced Data Analytics in the Advanced Analytics and Customer Insights organization, you would have the opportunity to use data to drive strategic decisions and transform customer experiences. We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. Candidates must be able to leverage 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.
This role requires a dedicated, committed, and passionate individual who can:
- Create and summarize large datasets in structured and unstructured data.
- Collect and analyze data / develop insights and reporting capabilities to empower organizational leaders to make value-based prioritization decisions.
- Create solutions leveraging deep statistical analysis to drive thought leadership across the Digital Transformation organization
- Work across diverse skilled teams to find success for Fidelity and our customers.
- Have a natural intellectual curiosity, initiative, and love for learning new skills and capabilities.
The Expertise and Skills You Bring
- Bachelor’s degree required, Advanced Degree a plus.
- 4 plus years of experience generating analytical insights to drive business actions.
- Experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.
- Experience in designing and developing dashboards and reports by using Tableau or Power BI.
- Experience using and querying big data technologies such as Snowflake, Athena, etc.
- Experience with Digital and Live Interaction data a plus.
- Experience leveraging AI, Generative AI, and automation tools to improve efficiency across insight generation process is a plus.
The Team
We are looking for analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics & Customer Insights, you'll be embedded in Fidelity’s Brokerage business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize 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
- Bachelor's degree
- At least 4 years of experience generating analytical insights that drive business actions
- Experience with analytical tools and programming languages such as SQL, Python, and R
- Experience designing and developing dashboards and reports using Tableau or Power BI
- Experience using and querying big data technologies such as Snowflake or Athena
- Advanced degree
- Experience with Digital and Live Interaction data
- Experience leveraging AI, Generative AI, and automation tools to improve insight generation 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.
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