Please Note: We are unable to provide visa sponsorship for this role
Are you passionate about using your visualization skills to derive insights and drive business strategy and success? Are you intrigued by being able to spot trends and anomalies? Are you ready to work with business stakeholders and use dashboards and reports to meet their changing needs?
If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.
The Team
We’re seeking a BI development professional who brings creativity, curiosity, and collaboration to the table, someone eager to lead data-driven initiatives grounded in strong hypotheses and business relevance. This role requires more than reporting outcomes; we’re looking for a thinker who relentlessly pursues the why behind the data to uncover root causes and drive meaningful impact. As part of CKSI (Customer Knowledge & Strategic Insights), you’ll collaborate with cross-functional teams across both product domains and core business operations. You will have the guidance and support of our senior Tableau SMEs. This is an individual contributor role.
This position will be based in Smithfield, RI, Merrimack, NH or Westlake, TX.
The Expertise and The Skills You Bring
2 years+ of demonstrated ability in data analytics, data visualization, and business intelligence ideally using Tableau
Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Finance, Economics, Statistics, or Marketing. MBA or MS degree a plus
Tableau Certification a plus
Proficient in building and publishing customized interactive reports and dashboards
Acquainted with the creation and use of semantic layers – knowledge of AtScale a plus
Experience with connecting to and writing complex SQL against relational database technologies – ideally Snowflake
Must have strong consultative, analytical, and problem-solving skills
Ability to work with a variety of colleagues, including Product Owners and the Engineering community, to ensure the best dashboarding solutions are delivered
Full life-cycle methodology including change management processes and ensuring changes are properly tested and migrated to production
Familiarity with working in an Agile development environment using tools like JIRA and Confluence
Exceptional verbal/written communication and presentation skills
Most 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.
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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.
