Manager, Analytics & Performance Insights

Manager, Analytics and Performance Insights

Do you enjoy working with data and uncovering insights that lead to actions?   The Manager, Analytics and Performance Insights, harnesses the power of data to drive results and improve the associate, leader and customer experience within our Brokerage Client Services team.

On a typical day, you’ll be interacting with stakeholders, peers and technology and data teams to help move work forward.   You’ll collaborate with our data and reporting teams to represent our needs on a wide range of initiatives ranging from business performance monitoring, big data use cases, compensation and ad hoc analytics. 

The role is ideal for someone with an enterprise data background, who is technically proficient, understands and appreciates the sensitivity to high-quality data, and can operate effectively as part of a global team. 

The location of this position is Salt Lake City UT.

The Expertise and Skills You Bring

·         3 plus years working in Data and or Analytics or a degree in the field

·         Foundational understanding of visual design principles.

·         Bachelor’s degree required; Master’s degree preferred

·         Experience working on multiple projects at one time, in collaboration with others

·         Prior experience presenting insights to peers and managers

·         Experience in data analytics, data visualization and data prep using low/no-code tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce.

·         Practical understanding of data management concepts, data governance principles, and practices.

·         Strong desire to learn AI, Predictive Analytics and Machine Learning concepts

·         You thrive in an environment where data is abundant

·         You have strong foundational skills in data visualization and data storytelling.

·         You understand how to turn data into insights which drive actions

·         You can work with agility, curiosity and creativity among large data sets

·         You are comfortable testing different approaches and tools to uncover insights

·         You have a knack for sharing insights in a succinct, easily understandable way that adds value to the consumer.

·         You are always scanning for the best approach on how to leverage and work with our data

·         You believe that quality and scale are critical to anything that you build.

·         You value pace over perfection but understand the appropriate time and place for both approaches.

The Team

The Manager, Analytics and Performance Insights is part of Fidelity’s Brokerage group, specifically within the Strategy, Planning and Enablement Team.  We provide holistic reporting and analytics support to the Brokerage Client Services organization.  We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands.  This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

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.