Manager, Data Analytics & Insights Tax Exempt Market

Job Description:

The Role

Do you enjoy working with data and uncovering insights that lead to actions?

In this role you will develop and deliver analytics capabilities for Fidelity’s not-for-profit retirement plan sponsors. You will work closely with a dedicated and hard-working team of analysts to provide client insights, data-driven presentations, and tools that promote solutions to optimize the plan and employee engagement efforts. The capabilities you build will make a difference, helping improve the retirement outcome of millions of not-for-profit workers across healthcare, higher education, and faith-based industries!
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What You Will Do

• Identify and capture data from multiple sources, then perform modeling and analysis to generate clear insights and recommendations.

• Create and present dashboards, reports, and visuals that communicate complex information simply and credibly to business partners and clients.

• Prototype and build self-service analytics tools that enable partners to access and use data effectively.

• Collaborate with stakeholders to frame problems, define success metrics, and prioritize the analytics roadmap.

• Ensure data quality, documentation, and reproducibility across analyses and deliverables.

The Expertise You Have

• Bachelor’s Degree, or equivalent, in information technology, data analysis, data science, finance, engineering, or a closely related field required

• 3+ years in analytics/business intelligence or 2+ years with a Master’s in a related field

• Proven experience delivering business intelligence and analytics solutions that inform strategic decisions

The Skills You Bring

• Proficiency with business intelligence tools such as Tableau or Power BI, including data preparation and dashboard/report development.

• SQL skills for querying and transforming data.

• Ability to manage multiple projects independently, with strong attention to detail and quality.

• Critical thinking, problem framing, and data storytelling skills for executive and client audiences.

• Preferred

• Experience with a cloud data warehouse (for example, Snowflake) and data preparation tools (for example, Alteryx)

• Knowledge of retirement plans and the not-for-profit sector (healthcare and higher education).

• Experience with a scripting language (Python or R) for analysis and automation.
  Familiarity with data governance, documentation, and reproducible analytics practices

Note: Fidelity will not provide immigration sponsorship for this position

Certifications:

Category:

Business Analytics and Insights

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite 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.