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Director, Data Analytics and Insights

AT Fidelity Investments
Fidelity Investments

Director, Data Analytics and Insights

Boston, MA

Job Description:

Position Description:

Conducts data analysis using Snowflake, SAS, SQL for data querying, Python, and Alteryx. Handles day-to-day planning, ensuring the team delivers high quality analytical projects. Designs and develops data templates for analytics capabilities. Plans the agenda for client presentations. Uses visualization tools to create dashboards - Power BI and Tableau. Promotes analytical capabilities developed within the team to use for other groups across the business.

Primary Responsibilities:

  • Develops and delivers analytics capabilities for retirement plan sponsors.
  • Develops data science pipelines in partnership with other teams.
  • Develops and implements Artificial Intelligence (AI) / Machine Learning (ML) models.
  • Develops analytics dashboards to help stakeholders assess Key Performance Indicators (KPIs).
  • Collaborates with other teams across the business to develop the plan for the analytics strategy.

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Education and Experience:

Bachelor's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Information Management, Business Administration, or a closely related field and six (6) years of experience as a Director, Data Analytics and Insights (or closely related occupation) performing data analysis using Snowflake, SAS, SQL for data querying, Python, and Alteryx.

Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Information Management, Business Administration, or a closely related field and four (4) years of experience as a Director, Data Analytics and Insights (or closely related occupation) performing data analysis using Snowflake, SAS, SQL for data querying, Python, and Alteryx.

Skills and Knowledge:

Candidate must also possess:

  • Demonstrated Expertise ("DE") designing and developing analytical tools and frameworks for retirement plan and participant analytics - supporting workplace clients to assess the effectiveness of their plan design and make changes to improve the retirement outlook; conducting large scale quantitative and qualitative studies, and satisfaction and loyalty studies, and leading behavioral science experimentation, creating and driving segmentation, tracking consumer trends.
  • DE managing and monitoring data platforms with data driven objectives - synthesize large sets of data and supporting data science pipelines.
  • DE extracting marketing and customer data for analysis using structured databases - Snowflake and SQL/SAS; creating programmatic scripts to extract, transform, and manipulate data, using Python or R; and creating interactive marketing results dashboards using Business Intelligence (BI) tools - Power BI and Tableau.
  • DE engaging with business partners to understand business objectives and challenges to identify analytic needs - developing strategic direction and providing innovative solutions for data analytics teams on delivery of projects and capabilities at scale.

#PE1M2

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.

Client-provided location(s): Boston, MA, USA
Job ID: Fidelity-2097242
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.