Manager, Data Analytics and Insights

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Be part of a team on the cutting edge of designing and administering the variable compensation plans and reporting that reward advisors for helping Fidelity’s clients achieve their goals. As part of the Sales Support and Compensation team, you will provide operational support, squad support, and help deliver insightful analytics for the Fidelity Personal Investments (PI) Distribution organization and over 14,000 Associates and Leaders. Join a dynamic team owning the development and delivery of sales performance dashboards and scorecards for Fidelity Wealth sales associates and field leaders - tools developed to drive accurate measurement, impactful coaching, and informed evaluation of variable compensation.

The Team

The Sales Performance and Analytics (SPA) team develop and delivers sales performance management processes, variable compensation plans, and enabling technologies that improve the experience of our Associates and Leaders. Our work aligns with the evolving needs of our clients and supports Fidelity Wealth’s strategic direction. We empower front office success and business agility by developing Business Intelligence (BI) capabilities that reflect Fidelity Wealth’s data and BI strategies. Through insightful, data-driven analytics, we also improve performance measurement tools that elevate the associate and leader experience. As part of Fidelity Wealth HR’s SPA organization, the Business Analyst plays a key role across squads to help implement our mission. This position delivers essential support, collaborates with leaders at every tier, and fosters a consultative connection with team leaders and business partners. The analyst provides clarity on acceptance criteria, scenario creation and testing, and contributes deep business product insight to facilitate the execution of complex initiatives.

The Expertise & Skills You Bring

• A Bachelor's degree or equivalent
• 5 plus years Product Analyst experience, ideally working in an Agile Scrum environment, business analysis methodologies, including data analysis, uses case development, story writing, and user acceptance testing and product documentation required
• Uses data and reporting to measure outcomes, validate assumptions and recommend outcomes.
• Deliver an outstanding educational experience by assisting associates with questions, policies and training
• Ability to apply technology (SQL, Workday, Web Based Enterprise Tools)
• Strict adherence to business unit compliance requirements
• Investigation skills to research complex compensation questions, uncover root causes, assess broader impacts and implement solutions
• Strong case management experience to own problem resolution
• Review processes and analyze production data for accuracy and trends
• You look for opportunities to innovate and take thoughtful risks in order to get things done better and faster
• You have an ability to execute and deliver work in a fast-paced environment
• You can work independently, navigate the organization, and build strong relationships with leaders across the team
• You have strong verbal and written communication skills, and the ability to influence senior management
• Strong interpersonal skills, including the ability to work across the firm and interact/influence/negotiate effectively at all levels of management and peers
• Conducts user interviews and stakeholder (internal and external) discussions to gather qualitative feedback, identify pain points, and validate assumptions.
• Serve as the Subject Matter Expert (SME) and primary point of contact for the product, providing guidance, clarification, and support to stakeholders end to end
• Leads user focused pilots and go-to-market readiness activities, including field readiness, training, and feedback loops to ensure adoption and value realization.
• Identify and escalate issues related to production questions and incidents (leveraging the DARN framework when needed). Proactively gather and analyze user/root cause information, engage stakeholders, and determine and assist with mitigation steps to effectively manage the end-to-end remediation
• Owns the business issue triage process end-to-end and collaborates with partners to drive resolution.
• Communicates effectively and with urgency needed to drive action.
• Understanding or desire to learn compensation programs concepts and theories
• Highly organized and have the ability to prioritize and work under tight deadlines
• Attention to detail and appreciation for need to consistently generate high quality, highly critical output is a priority in your daily work
• Intermediate level expertise in MS Word, Excel and delivering effective PowerPoint presentations
• Ability to understand high level application architecture, data flow and positioning in the broader technology ecosystem
• Proven knowledge and experience taking ambiguous, complex features and breaking them into stories with well-defined business value, technical decomposition and acceptance criteria
• Proven excellent consultative, listening, communication and analytical skills
• Customer-obsessed with a proven commitment to delivering high-value features.

Fidelity’s 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.

The base salary range for this position is $80,000-$153,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 Fidelity’s 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.

Certifications:

Category:

Business Analytics and Insights