Job Description

As a Director, Business Intelligence & Insights, you will partner with stakeholders from all levels of the Personal Investing line of business, to help tell their story, improve their processes, and modernize their data infrastructure. Through the use of Alteryx (data prep) and Tableau (visualization), we spend our days analyzing business processes, normalizing new data sources and developing impactful dashboards to enable consistent, data driven decisions across the organization. If this sounds like something you are passionate about, bring your strength in analysis, data acumen and communication skills to Fidelity’s Business Intelligence & Insights team!

The location of this position is flexible. We would consider any of our Regional Center office locations: Smithfield RI, Merrimack NH, Durham NC, Westlake TX, Salt Lake City UT, Jacksonville FL, Denver CO, or Covington KY. We would also consider 100% remote location, for the right candidate.

The Purpose of Your Role

Your role will be to directly support key stakeholders or strategic initiatives and coordinate additional analyst resources to manage an ongoing portfolio of work.  You will work with key stakeholders to prioritize initiatives and sequence deliverables accordingly.  To achieve this, you will consult with stakeholders across the firm to understand their processes, objectives, customer feedback or friction points and translate them into impactful KPI’s and/or analysis. You may need to navigate ambiguous requests or data sources and iterate towards integrated, summarized, stable and scalable data outputs. From there, we work to compile our analytic findings into compelling insights that enable the business to successfully improve the customer experience, department efficiencies, and the overall business effectiveness. In summary, you’ll help gather their needs, find and organize relevant data, analyze and build extraordinary visualizations, and spend time with business partners to educate them on the data, so they can use it for realizing real business value!

The Expertise and Skills You Bring

2+ Years of demonstrated ability in an analyst, technology, or product role.
2+ Years of PI RC experience preferred.
Experience owning largest strategic bodies of work, prioritizing initiatives, and program managing key deliverables.
Appropriately negotiating deliverables and consulting with stakeholders to achieve the right outcomes.
Experience in coordinating the work of others to achieve desired outcomes/deliverables.
Self-motivated, problem solver with flexibility to adapt to frequent changes.
Proven ability to solicit feedback that enables proper prioritization of competing requests.
Exceptional analytical skills and use of root cause analysis and diagnostics.
Experience working with client facing businesses via call center, back-office operations, and/or investor centers.
Excellent listening, communication (verbal and written), influencing, and presentation skills
Rigorous attention to detail (as your work will be in front of all levels of the organization).
Experience in requirement gathering and Agile Project Management methodologies preferred.
Experience in SQL, Alteryx and/or Tableau data visualization preferred.
Experience with other tools such as D3, R, AWS Redshift, Python and SQL would be a bonus.

The Value You Deliver

Providing detailed data analysis that results in key reporting for leadership, including functional, operational and field based leaders.
Supporting ad-hoc analysis to provide intelligence and insights around areas of improvement that will result in higher customer and associate satisfaction, better execution and efficiency and reduced costs across PI.
Using sophisticated tools and technology to bring extraordinary data analytic approaches to the firm.
Providing highly engaging data visualizations that showcase key performance insights as well as ad-hoc analysis for business focused perspective on outlier behavior, degrees of variance in performance and improvement opportunities.
Supporting PI prioritized scrum projects to provide data and measurement around use cases and realized results.
Promoting a data driven culture for transparency & accountability to help identify and prioritize performance, process and execution related issues.
Introducing benchmarked quality metrics and implementing a clear plan to get to world class delivery.

How Your Work Impacts the Organization

The Business Intelligence & Insights team plays a key role in helping the key departments in Personal Investing (Call Center & Branch teams, Finance, Operations, Digital, Human Resources) manage and transform their businesses by providing them superior analytical support. As an analyst in the department, you will use data to help them understand the current state of their business processes, and analyze those processes by gathering relevant data and working with the partners to understand the health of the current process as well as the key opportunities for improvement. Your work will enable meaningful decisions that directly increase Fidelity’s key results – the quality of our customer experience, our associate experience, and the operational perfection we strive for in our business units.

Company Overview

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

Fidelity Investments is an equal opportunity employer.

Please see below for the salary range for work locations in Colorado only:

$85,000 – $150,000

This position is eligible for incentive compensation or an annual bonus opportunity.

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.