This role is responsible for designing business intelligence and reporting solutions for our external business partners. The Director, Customer Solutions is required to have intimate knowledge of various business intelligence and reporting platforms/technologies and works directly with our Client Reporting & Analytics squad leads and other internal business partners to design solutions, ensuring data visualization and dashboard functionality are optimized, increasing efficiency in how the information is delivered to, and digested by, our stakeholders.

The Expertise and Skills You Bring

• Experience with web design within the reporting space, ideally utilizing PowerBI
• Serve as expert and leader in solutions design and various BI platforms/technologies creating clear, specific, and achievable objectives for team members.
• Provide design and functionality expertise for solution development. Ensure all BI solutions adhere to our Fidelity Workplace Investing design guidelines while optimizing dashboard functionality and data digestion.
• Ability to prioritize iterative product releases leading to a successful customer experience
• Innovate BI solutions to enhance competitive advantage and improve our bottom line
• Proficiency in various business analysis methodologies, including data analysis, use case development, story writing, user acceptance testing and product documentation
• Develop design requirements, wireframes/solution mockups
• Agile mentality; experience with Jira or similar Agile backlog management tool preferred
• Proficient in MS Word, Excel and PowerPoint
• Strong leadership skills with an ability to lead with empathy to resolve conflicts
• Outstanding listening, communication and facilitation skills
• Strong negotiation and conflict resolution skills
• Proven time management and organizational skills; able to balance multiple competing priorities
• Excellent critical thinking, analytical and problem-solving skills
• Ability to clearly articulate product vision and features
• Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)
• Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster

Value you Deliver

• Assist with quarterly planning activities and ongoing prioritization of squad backlog
• Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives
• Effectively present information and roadmap progress to Product Area and Domain leadership
• Assist with the elaboration of Epics, Themes and Features into user stories that are granular enough to be achieved in a single sprint
• Identify business needs and improvement opportunities; develop use cases and propose solutions
• Actively manage partner expectations and maintain strong communication throughout each release
• Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion

The Team

WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. WI's mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.

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.