Senior Manager, Advanced Data Analytics and Insights

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Are you passionate about using your analytical skills to derive insights and drive

business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation & strategic insights to optimize every aspect of the customer’s experience?

If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.

The Team

We’re seeking an analytics professional who brings creativity, curiosity, and collaboration to the table, someone eager to lead data-driven initiatives grounded in strong hypotheses and business relevance. This role requires more than reporting outcomes; we’re looking for a thinker who relentlessly pursues the why behind the data to uncover root causes and drive meaningful impact. As part of CKSI (Customer Knowledge & Strategic Insights), you’ll collaborate with agile, cross-functional teams across both product domains and core business operations. This role offers broad exposure to a range of business leaders and initiatives, giving you the opportunity to connect insights across different parts of the organization to drive meaningful impact. This is an individual contributor role.

The Skills You Bring

• Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.
• Skilled at diagnosing trends, anomalies, and performance shifts by identifying root causes and translating findings into clear, actionable business recommendations.
• Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.
• Delivering insights from data to a broad audience in a simple, clear, and actionable way.
• A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.
• Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.
• Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.
• Highly detail-oriented with a strong commitment to data accuracy, quality assurance, and timely delivery of insights.

The Expertise We’re Looking For

• 5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.
• Experience in designing and developing dashboards & reports by using Tableau, Power BI, Qlik etc.
• Experience using and querying big data technologies such as Snowflake, Athena, etc.
• Experience with digital analytics using tools such as Adobe analytics is a plus
• Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus

The Value You Deliver

• Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization
• Delivering data-driven and actionable insights to enable objective, informed business, and product decisions

Certifications:

Category:

Data 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.