Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you enjoy data, problem solving, process improvement and knowing how things work? Do you have a curiosity about data and investment management operations? If you’re a collaborative and analytically minded problem solver who wants to work at the crossroads of data quality, governance, analytics, and business operations then we want you to join our team.
As a Senior Manager in Data Strategy and Governance, you’ll play a critical role in ensuring that data across Fidelity Fund and Investment Operations (FFIO) is understood, trusted, and accessible, enabling high-quality reporting solutions. Collaborate with FFIO, Asset Management (AM), and FFIO Technology to improve data governance, expand the data catalog, and modernize reporting with OBI and Power BI.
- Partner with Technology and AM Data Governance resources to define and implement a Data Catalog strategy.
- Collaborate with data owners, stewards, and subject matter experts to improve and maintain data taxonomy and business glossaries.
- Develop and deliver educational materials and training to improve associates’ understanding of the data environment.
- Advance FFIO’s reporting strategy by improving usability and scalability while ensuring compliance with data policies and governance standards.
- Proactively engage with service line managers, enterprise cybersecurity and other parties to implement access profiles and entitlements that support appropriate data access controls.
The Expertise and Skills You Bring
- Bachelor's, Master’s degree or equivalent experience with a focus in Finance, Data Analysis or Data Visualization
- 8 plus years of experience in Financial Services, Data Governance, or Business Intelligence.
- 3 plus years of experience with data analysis or data management
- Experience with data catalog tools, Power BI, or OBIEE preferred.
- Solid grasp of Data Governance, Data Management, Data Architecture, Data Modeling, Data Warehousing, and Business Intelligence concepts, including Master Data Management.
- Strong expertise in data visualization, reporting frameworks, BI architecture, and experience with tools such as Power BI and OBIEE.
- Familiarity with Agile delivery methodologies and ability to navigate sophisticated organizations, removing roadblocks and driving collaboration across business and technology teams.
- Excellent communication, stakeholder management, and business writing skills, with the ability to develop educational materials that improve data literacy.
- Strategic approach focused on continuous improvement and innovation, with validated ability to lead and influence across diverse teams.
- Experience with or skills for managing data cataloging and collaboration tools (e.g., Informatica Analyst, Informatica Enterprise Data Catalog, Collibra, Mind Manager, SharePoint).
The Team
The FFIO Data Strategy and Governance team is part of Fidelity Fund and Investment Operations (FFIO). FFIO provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products.
The FFIO Data Strategy and Governance group is dedicated to data and emphasizes three specific areas.
- Manage the FFIO Data Governance Program. The program is in partnership with Asset Management and aligned with the enterprise Data Management Council to deliver on program goals that will ensure that data is understood, trusted, and becomes easier to access, use, and shared.
- Engage with the FFIO Data Strategy, which aims to define comprehensive, high-quality data solutions to eliminate data redundancy, drive scale and create a dynamic data environment.
- Enable Business Intelligence and Analytics via OBIEE and Power BI. Developing OBIEE solutions through Inquiry Workbench on FFIO-owned subject areas of data for FFIO, AM and other Fidelity Associates. While supporting a robust, scalable, governed Power BI framework for FFIO.
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 or Master's degree in Finance, Data Analysis, Data Visualization or equivalent experience
- 8+ years of experience in Financial Services, Data Governance, or Business Intelligence
- 3+ years of experience with data analysis or data management
- Experience with data catalog tools, Power BI, or OBIEE
- Solid grasp of Data Governance, Data Management, Data Architecture, Data Modeling, Data Warehousing, and Master Data Management
- Familiarity with Agile delivery methodologies and ability to navigate complex organizations
- Excellent communication, stakeholder management, and business writing skills; ability to develop educational materials and training
- Strategic mindset with proven ability to lead and influence across diverse teams
- Experience with or skills managing data cataloging and collaboration tools (e.g., Informatica Analyst, Informatica Enterprise Data Catalog, Collibra, MindManager, SharePoint)
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.
-
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.
-
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.
-
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.
