Director, Analytics - Stock Plan Services

The Director, Analytics role on the Data-Driven Insights team will be a lead resource in the development of in-depth analyses and value-added reporting within SPS. You will work with business partners to generate insights employing multiple techniques: customer analytics (e.g., mine customer databases to understand customer audiences, uncover hidden patterns and inform targeting), digital analytics, cross-channel analytics (phone, web, branch), and experimentation. In addition, as a member the Data-Driven Insights team, you will be part of the team responsible for maintaining / developing best-in-class analytical and research expertise, developing standards, and scaling self-serve data analytics, testing and experimentation approaches.

The Expertise You Have

• High degree of experience in Tableau and Alteryx technologies
• Strong capabilities with MS Excel and PowerPoint
• Very strong analytical, technical, problem solving and communication skills with the ability to engage internal customers with little-to-no support
• Ability to prioritize, strong time management and organizational skills
• Detail oriented complemented by a focus on accuracy
• Keen ability to build and influence relationships
• Self-motivated teammate that can partner on solutions and work independently
• Bachelor's degree or equivalent with a 5+ years Financial Services and/or Analytics experience

The Skills You Bring / Responsibilities include, but are not limited to:

• You will drive key analysis in equity compensation from initial prioritization through final delivery and publication/review of the results
• You can produce intuitive and impactful visualizations using sophisticated data sets
• Will be a technical expert in the development of analysis solutions to complex business needs using Alteryx and Tableau
• You will deliver self-service reporting/analytics as well as respond to senior management requests for analysis
• Will assist with technical knowledge and help mentor to more junior team members
• You will proactively seek opportunities to provide valuable insight while looking for continuous improvement and incorporating feedback from business partners

Note: Fidelity will not provide immigration sponsorship for this position.

The Value You Deliver

• Delivering high quality, insightful analytics and reporting that drive strategic business decisions.
• Building trust and leveraging proven working-relationships with key business partners
• Crafting Associate Engagement that mirrors the Customer Experience we deliver
• Supporting the growth of our associates that foster an environment of passion, growth and development that leads to employee retention
• The Data-Driven Insights team has a mission to proactively anticipate and predict our clients' needs and future behaviors using data, analytics, and customer research, so we can deliver a more valuable client experience and generate stronger lasting relationships

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's 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.

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, detailed in this document, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

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.

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.