Job Description:

Director, Data Analytics & Insights

Do you enjoy working with data and uncovering insights that lead to actions?   The Director, Data Analytics & Insights harness the power of data to drive results and improve the associate, leader and customer experience.

The Expertise We’re Looking For

8+ years working in Data and or Analytics

Bachelor’s degree required; Master’s degree preferred

Strong project management skills; experience managing multiple projects across multiple partners

Prior experience presenting insights to peers, managers and/or executives

Prior experience in data analytics, data visualization and data prep using agile tools such as Tableau, Alteryx, Qlik, PowerBI, R, or Python

Knowledge of SQL as well as database concepts.   

Basic knowledge of Salesforce

Prior basic experience or a strong desire to learn AI, Predictive Analytics and Machine Learning concepts

The Purpose of Your Role

The Director, Data Analytics & Insights works within our Personal Investing-National Sales Team and will provide meaningful insights on how our business is performing.    On a typical day, you’ll be interacting with our Field Leaders and headquarters peers but also partnering with 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 projects ranging from business performance monitoring, big data use cases, compensation and scorecards and ad hoc analytics. 

The Skills You Bring

You thrive in an environment where data is abundant

You understand how to turn data into insights which drive actions

You have the ability to work with agility and creativity among large data sets

You strike the right balance between delivering independently or leveraging enterprise teams for support.

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.

You are a self-starter and are comfortable working in groups or alone as well as in person or virtually.

The Value You Deliver

Finding and sharing insights about what is driving our business.    

Harnessing the power of our data to find opportunities and improve the customer and associate Experience

Becoming a trusted voice and subject matter expert on Workplace Planning & Advice insights and results.

Prototyping and building dashboards and analytics to help understand our business

How Your Work Impacts the Organization

The Director, Data Analytics & Insights is part of Fidelity’s Personal Investing group, specifically within the National Sales 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 your hands. A career at Fidelity means you’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.