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**Senior Manager, Advanced Data Analytics and Insights** Drive business strategy and customer experience optimization by translating complex data into actionable insights. Lead cross-functional teams to derive insights from diverse datasets, such as customer attributes and business financials. Leverage tools including SQL, Python, R, Snowflake, Athena, Tableau, Power BI, and Adobe Analytics. Bring 6+ years of analytics experience, along with a Bachelor's degree in a quantitative field (Data or Business Analytics, Economics, Statistics, or Finance).
- Compensation
- $107,000 – $216,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation and strategic insights to optimize every aspect of the customers experience?
If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelitys 40 million individual investors.
The Team
We are seeking a creative and collaborative analytics professional with expertise in data-driven and hypothesis-based insights. As a member of the Customer Knowledge and Strategic Insights (CKSI) team, you will play a pivotal role in a dynamic group. You will partner closely with stakeholders across the business, working with agile, interdisciplinary teams that possess diverse skills in analytics, engineering, data science, marketing, product development, and more. Your insights will drive initiatives that optimize and personalize the Fidelity experience.
The Role
As a key analytics partner, this role will generate actionable insights that inform product strategy. Success requires leveraging data, analytics, and market intelligence to identify emerging trends, uncover growth opportunities, and tell a story of customer experience using data to inform long-term strategic decision-making. The individual in this role will be able to translate a business need or question into a hypothesis that can be validated via data analysis or experimentation. The position offers a unique opportunity to influence critical decisions that shape the future of wealth, planning, advisory, and insurance solutions, while accelerating the organization's shift toward a more data-driven and customer-centric operating model.
This is an individual contributor role.
The Skills You Bring
- A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.
- Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.
- Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.
- Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.
- Ability to manipulate and synthesize data from large and sometimes unwieldy data into a cohesive story that delivers insights to a broad audience in a simple, clear, and actionable way.
- Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.
The Expertise Were Looking For
- 6 plus years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.
- Experience using and querying big data technologies such as Snowflake, Athena, etc.
- Experience in designing and developing dashboards and reports by using Tableau, Power BI etc.
- Experience with digital analytics using tools such as Adobe analytics
- Bachelors degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus
The Value You Deliver
- Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization
- Delivering data-driven and actionable insights to enable objective, informed business, and product decisions
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please 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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