Posted 7 days ago
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**Manager, Data Analytics and Insights** leads a traditional Business Intelligence role, focusing on data visualizations and reporting. Key responsibilities involve developing dashboards, automating processes, and collaborating with senior leaders to build actionable solutions. This individual contributor role requires experience in business intelligence, proficiency in Power BI, and strong communication skills. Applicants should bring 3+ years in a relevant role, applied skills in data visualization and dashboard development, and comfort working autonomously. Familiarity with the WI Client and Participant Services organization is beneficial. This role empowers business partners with insights to drive organizational goals and supports Fidelity's onsite working model.
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Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
Manager, Data Analytics and Insights (Individual Contributor)
The Role
This is a traditional Business Intelligence reporting role, focused on crafting data visualizations and reporting. It is not an advanced analytics / data science role.
The Manager, Data Analytics and Insights performs a variety of activities such as developing dashboards and automating processes required to support business decision-making. The ideal candidate serves as a strong business communicator with senior leaders, front-line managers and peers, collaborating with them to build actionable solutions. This person participates in multiple projects and has strong data visualization skills. This role works as a collaborator and may lead a project or individual work streams within a larger project. This is an individual contributor role and does not directly supervise staff.
The Team
WI Business Intelligence is part of the broader WI Internal Analytics, Insights, and Reporting group (WI iAIR). We are a distributed team of data analysts and visualization experts who provide performance reporting and scorecards for our partners in the WI Client and Participant Services organization (WI CAPS). We collaborate with leaders at all levels to understand their key questions and develop solutions to address those needs. The work we do is broken down into 4 key areas:
Executive Reporting and Insights supporting Level 2 and Level 3 leaders. This includes executive scorecards, analysis on performance, helping leaders 'tell the story' about what's happening in their organization and identify areas requiring action.
Research and Analysis to provide a deeper understanding of the root causes and drivers of change in their key performance indicators.
Data Visualization to facilitate greater self-service analytics for mid-level and front-line leaders. This includes collaborating with the business to learn about their processes and information needs, translating those needs into self-service, interactive BI solutions.
Innovation / Strategic Opportunities to improve existing solutions, build greater efficiencies, and expand the value we provide.
The Experience and Skills You Bring
3+ years experience in a business intelligence role, or similar
Applied skills in visualization design and dashboard development using Power BI or similar tools is required
Experience in or knowledge of the WI Client and Participant Services organization is helpful
Proficiency consuming large, disparate data and the ability to transform the information into simple, repeatable, actionable insights
Comfortable working autonomously, including the capacity to work on multiple projects at one time
Ability to build relationships and strategic partnerships with your peers, partners, and key collaborators
Critical thinking skills and attention to detail
Innovation mentality, looking for efficiencies and process improvement opportunities
The Value You Deliver
Empowering business partners with information and insights that directly impact organizational goals
Helping business partners to improve performance results by identifying areas of opportunity and driving insights to action
Allowing leaders and associates to 'Own the Outcome' by providing transparency into performance results vs. goals
Enabling data-driven decision-making on the efficiency of critical initiatives / programs
Educating business partners / customers to increase organizational data literacy
Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.
Salary Grade:
5
Organization:
WI Strategy and Planning
Category:
Business Analytics and Insights
Employee Referral Bonus:
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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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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