Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Team
As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep data expertise to support B2C Marketing initiatives. These initiatives will drive awareness, engagement, and consideration for Fidelity Workplace Investing (WI) across a diverse array of solutions and segments. You will partner to build cross-functional relationships with business and analytics colleagues, build data strategies that will identify the target audience, create benchmarks, define KPIs, harness models, measure efficacy, analyze digital behavior and identify ways to optimize key initiatives across paid, owned, earned, and shared channels.
The Expertise You Have
- Deep experience with SQL to create, manipulate and concatenate large datasets
- Strong expertise working within Digital Marketing Analytics including Salesforce, Adobe Analytics, or Google Analytics
- Demonstrated experience using Tableau or equivalent data visualization tools along with Intermediate to Advanced Python (Pandas)
- Experience interacting with cross functional partners within the organization and crafting presentations that convey the data narrative
- Understanding of Account Based Marketing (ABM), Journey Builder, and other marketing automation techniques
- Bachelor’s degree in Statistics, Mathematics, Economics, Marketing, or another quantitative field
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The Skills You Bring
- Co-create marketing strategies from a data driven point-of-view
- Understanding of business objectives while navigating your way through the data ecosystem to find the best approach
- A sense of curiosity that is always seeking creative ways to approach the next big challenge
- Attention to detail and methodical approach to any initiative you lead
- Ability to utilize data to create compelling stories that contextualized insights to effectively communicate narratives and visualizations to partners
The Value You Deliver
- Being a strategic data strategist that closely partners with a marketing strategist and technologist to bring impactful marketing strategies to life
- Serving as a subject-matter-expert (SME) that can utilize a plethora of datasets to address complex business objectives
- Building data experiments that will allow to continuously improve results that deliver the most value and impact to the firm
- Providing a stellar experience that delivers transparency, accuracy, and timely insights to stakeholders
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
- Deep experience with SQL for creating, manipulating, and concatenating large datasets
- Strong digital marketing analytics experience using Salesforce, Adobe Analytics, or Google Analytics
- Experience with Tableau or equivalent data visualization tools
- Intermediate to advanced Python and Pandas experience
- Experience partnering cross-functionally and creating presentations that communicate data narratives
- Understanding of Account Based Marketing, Journey Builder, and marketing automation techniques
- Bachelor's degree in Statistics, Mathematics, Economics, Marketing, or another quantitative field
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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