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Senior Manager, Data Analytics and Insights

AT Fidelity Investments
Fidelity Investments

Senior Manager, Data Analytics and Insights

North Smithfield, RI

Job Description:

We are looking for a data analytics and insights professional to be a creative and collaborative team member, helping analyze and develop data driven initiatives. As an indispensable member of the Workplace Investing Data Analytics & Insights Chapter, you'll be embedded within a team focused on Personalized Planning & Advice. The team provides insight into topics such as managed account value, acquisition and retention insights and client reporting. This work is critical to helping Workplace Investing (WI) and Fidelity strive to scale its growth and fully leverage new and existing capabilities.

You will work on a wide array of initiatives that cover both client analytics/reporting and lookahead needs and will focus on delivering reports, dashboards, ad hoc analyses, and strategic insights.

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Senior Manager, Data Analytics and Insights

This is an opportunity to provide your insights and enable WI to make data-driven decisions required to meet their strategic objectives.

The Expertise and Skills You Bring (The order of these bullets does not matter)

  • Bachelors or equivalent with 6+ years of experience generating analytical insights to drive business actions
  • In depth knowledge in a variety of analytics techniques including: profiling, data mining, modeling, statistical analysis, campaign measurement and reporting
  • Experience working with data environments and strong knowledge in querying language and/or querying applications (SQL, Alteryx, Altair)
  • Strong in MS Office Package usage skill especially MS Excel. Very strong spreadsheet and relational database skills
  • You have a passion for leveraging data to drive better business decision-making through statistical and technological techniques
  • You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics
  • You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, opportunity assessment and benefit realization
  • You have a working knowledge of analytic technologies (e.g. Alteryx, SQL, R, Python, Tableau, Power BI, Adobe Analytics, etc.)
  • You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics
  • Excellent written, oral communication, project management and presentation skills, and the ability to present complex data and outcomes in a simple and clear way
  • You have the ability to think on your feet and respond effectively when priorities change
  • You strive to better communicate data through data visualization and storytelling

The Value You Deliver

  • Developing and delivering analytical data and insights to solve business problems
  • You enable Workplace Investing to make objective, informed decisions
  • You provide opportunities for innovation through analytics capabilities and implementation of new technologies
  • Supporting democratization of data among business partners and crafting self-serve data visualization tools that enable business decision making
  • Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization

How Your Work Impacts the Organization

Workplace Investing Data and Analytics and Insights is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.

Certifications:

Category:

Data Analytics and Insights
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Smithfield, RI, USA; Merrimack, NH, USA; Westlake, TX, USA
Job ID: Fidelity-2112465
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

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