Note: Fidelity will not provide immigration sponsorship for this position
Manager, Data Analytics and Insights
As a Manager ( individual contributor ) within the Workplace Investing Integrated Analytics, Insights and Recommendations team this person will be focused on bringing deep data expertise to support internal analytic initiatives and projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives.
The Expertise We’re Looking For:
- Bachelors or equivalent with 2 years of experience.
- Experience working with data environments and strong knowledge in querying language and/or querying applications (SQL, Alteryx, SAS) to create, manipulate and transform large datasets.
- Experience in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.
- Working experience with Adobe Analytics or equivalent platforms like Google Analytics.
- Working experience with PowerBI, Tableau or equivalent data visualization tools.
- Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.
- Financial industry experience, a plus.
The Purpose of Your Role:
You will serve as Manager for analytics and insights work reporting on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform enabled and capability-led Digital Future to benefit our clients and participants.
You will drive leading class analytics and insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our channels (web, mobile, phones, etc.)
The Skills You Bring:
- You have a passion for leveraging data to drive better business decision-making.
- You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.
- You have a working knowledge of analytic technologies (e.g. Alteryx, Altair, SAS, SQL, R, Python, Tableau, PowerBI, Adobe Analytics, Snowflake, etc.)
- You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.
- You have the ability to think on your feet and respond effectively when priorities change.
- You strive to better communicate data through data visualization and storytelling.
The Value You Deliver:
- Developing and delivering analytical data and insights to solve business problems.
- You enable partner stakeholders to make objective, informed decisions.
- You provide opportunities for innovation through analytics capabilities and implementation of new technologies.
How Your Work Impacts the Organization:
Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.
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 or equivalent
- At least 2 years of experience
- Experience with data environments and querying languages or applications such as SQL, Alteryx, or SAS
- Experience with analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement
- Experience with Adobe Analytics or equivalent platforms such as Google Analytics
- Experience with Power BI, Tableau, or equivalent data visualization tools
- Experience working with cross-functional partners and creating presentations that communicate data narratives
- Financial industry experience
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
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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.
