Posted 5 days ago
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**Manager, Analytics & Performance Insights** drives data-driven results to enhance associate, leader, and customer experiences within Fidelity's Brokerage Client Services. This role requires a collaborative, data-savvy professional with a strong analytics background (3+ years or degree in Data/Analytics) and expertise using tools like Tableau, Alteryx, and Snowflake. The ideal candidate possesses a foundational understanding of data management, appreciates data quality, and thrives in a global team environment. Experience presenting insights, working with big data, and practical AI/Machine Learning knowledge are also essential. Familiarity with visual design principles and proficiency in low/no-code data tools is preferred. This position is located in Salt Lake City, UT.
- Compensation
- Not specified
- City
- Salt Lake City
- Country
- United States
Currency: Not specified
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Manager, Analytics and Performance Insights
Do you enjoy working with data and uncovering insights that lead to actions? The Manager, Analytics and Performance Insights, harnesses the power of data to drive results and improve the associate, leader and customer experience within our Brokerage Client Services team.
On a typical day, youll be interacting with stakeholders, peers and technology and data teams to help move work forward. Youll collaborate with our data and reporting teams to represent our needs on a wide range of initiatives ranging from business performance monitoring, big data use cases, compensation and ad hoc analytics.
The role is ideal for someone with an enterprise data background, who is technically proficient, understands and appreciates the sensitivity to high-quality data, and can operate effectively as part of a global team.
The location of this position is Salt Lake City UT.
The Expertise and Skills You Bring
3 plus years working in Data and or Analytics or a degree in the field
Foundational understanding of visual design principles.
Bachelors degree required; Masters degree preferred
Experience working on multiple projects at one time, in collaboration with others
Prior experience presenting insights to peers and managers
Experience in data analytics, data visualization and data prep using low/no-code tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce.
Practical understanding of data management concepts, data governance principles, and practices.
Strong desire to learn AI, Predictive Analytics and Machine Learning concepts
You thrive in an environment where data is abundant
You have strong foundational skills in data visualization and data storytelling.
You understand how to turn data into insights which drive actions
You can work with agility, curiosity and creativity among large data sets
You are comfortable testing different approaches and tools to uncover insights
You have a knack for sharing insights in a succinct, easily understandable way that adds value to the consumer.
You are always scanning for the best approach on how to leverage and work with our data
You believe that quality and scale are critical to anything that you build.
You value pace over perfection but understand the appropriate time and place for both approaches.
The Team
The Manager, Analytics and Performance Insights is part of Fidelitys Brokerage group, specifically within the Strategy, Planning and Enablement Team. We provide holistic reporting and analytics support to the Brokerage Client Services organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands. This is an important responsibility and thats why well surround you with amazing, supportive people and all the tools you need.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Business Analytics and InsightsPlease be advised that Fidelitys 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.
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All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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