Senior Manager, Business Insights

Job Description:

Senior Manager, Business Insights

The Role

The Senior Manager, Business Insights, is a cornerstone role on the Abandoned Property and Legal Operations Team.

The Senior Manager will be at the intersection of business, analytics and technology.

The Senior Manager will be supporting end-to-end data management, analytics and reporting function, as well as strategy and planning activities, tracking key initiatives and priorities, and measuring progress for Abandoned Property and Legal Operations team.

We welcome candidates who are either technologists/data analysts seeking greater business exposure, or business professionals with strong interest and skills in technology, data management, and analytics.

Data Management, Analytics and Reporting: You are someone who can move seamlessly between business, analytical and technical environments, understand data at both conceptual and practical levels, and can present insights in a clear and actionable way. You enjoy solving complex challenges using data analysis and visualization tools to synthesize data and trends, develop actionable insights, build storylines, and craft presentations that inform key decisions.

Strategy and Planning: You can support the strategic planning process to establish team priorities and ensure organizational alignment; work across Abandoned Property, Legal Operations, and our business partners; create management materials, track KPIs and measure the cross-Fidelity impact of our business, as well as support business reviews, and all-associates meetings.

The Expertise and Skills You Bring

• Bachelor’s degree required (Finance, Analytics, Economics, or Business preferred)

• 5+ years of hands-on experience in data management and/or business analytics

• Strong analytical and critical thinking skills with technical curiosity and a willingness to learn

• Solid business acumen and a commitment to data integrity and quality

• Proficiency in business reporting and data visualization tools (Power BI and Tableau)

• Advanced skills in Excel and PowerPoint; Visio experience is a plus.

• Understanding of data concepts, databases, and related technologies

• Familiarity with SQL and Python is advantageous but not required

• Passion and sense of purpose that motivates and inspires collaboration

• Creative problem-solving mindset with a desire to challenge conventional approaches

• Excellent cross-team communication skills; ability to simplify complex concepts and deliver impactful presentations

• Confidence, professional maturity, and presence to work independently while collaborating effectively across all organizational levels

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Senior Manager, Business Insights reports to the Director of Strategy & Planning.

The Abandoned Property team and the Legal Operations team sit within Fidelity’s Enterprise Services Compliance Team. Both teams directly impact Fidelity’s customers and their experience with our firm. The Abandoned Property team is responsible for firm-wide adherence to abandoned property rules and regulations, managing abandoned property multi-jurisdictional examinations, ensuring the timely reporting of abandoned property for multiple businesses and legal entities, and partnering with the business to find and engage lost or inactive customers. The Legal Operations team responds to legal inquiries for customer accounts, including court orders (e.g., garnishments, guardianships, beneficiary disputes), subpoenas, levies, and class action cases.

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.