Sr. Manager, Collateral Automation
Job Description:
The Role
Are you passionate about transforming the way data powers client experiences? Do you thrive on building automation that drives efficiency and scalability? As a Senior Manager of Collateral Automation, you’ll be working on initiatives that revolutionize investment product collateral delivery - streamlining processes, enhancing data quality, and enabling smarter insights! Join us to shape the future of automation and make a measurable impact across the organization.
The Expertise and Skills You Bring
You bring a unique blend of technical expertise, business acumen, and leadership skills. You understand the complexities of investment product collateral and know how to leverage data to create automation that matters. Your toolkit includes data languages such as SQL; technologies that support data extraction and transformation processes, automation, and analytics such as Snowflake and APIs; and data visualization platforms like Power BI and Tableau. You’re comfortable working with Seismic, Nuxeo, and other collateral management systems, and you have a knack for statistical analysis and data storytelling. Most importantly, you are eager to learn and excel at collaborating across teams, solving problems, and driving innovation.
· Understanding of the financial data pipelines, data consumption methods, and financial product data.
· Expertise in data analysis, data automation, and workflow optimization.
· Ability to simplify complex concepts for diverse audiences, bridging the gap between deep technical concepts and direct business results.
· Ability to deliver data-driven and result-focused recommendations with measurable impacts and effectively influence and negotiate with stakeholders and cross-functional teams.
· Strong SQL and Snowflake experience.
· Proficiency in visualization tools (Power BI, Tableau).
· Familiarity with collateral and data management tools such as Seismic, Nuxeo, Coric, APXStream, and other data providers including MorningStar, eInvestment, or Bloomberg.
· Ability to communicate with senior audiences, prioritize multiple workstreams based on effort and impact, and lead projects.
· Bachelor’s degree in Data Science, Computer Science, Finance, or related field (Master’s preferred).
· 8+ years in data analytics, automation, or related roles.
· Proven experience in investment product collateral or financial services.
· Strong background in data quality validation, extraction, and visualization.
· Experience leading cross-functional technical projects and teams.
The Team
This role is within the Digital Engagement and Martech Solutions department under the Institutional and Asset Management Marketing organization. The Digital Engagement and Martech Product Area is dedicated to building and managing digital capabilities within Marketing that transform our customer experience and innovate ways of working to drive efficiency and scalability. Our team is a group of collaborative, self-driven individuals who thrive on learning, problem-solving, and creating impactful capabilities that empower clients and elevate engagement to drive business results. Together, we are shaping the future of marketing through technology, data, and creativity.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
MarketingMost 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.