Fidelity Investments Header

Manager, Data Analytics and Insights

Covington, KY
Full-Time

Job Description

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position

Manager, Data Analytics and Insights

Job Description:

As a Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives & projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives.

The Expertise We're Looking For

  • Bachelors or equivalent with 5+ years of experience.

  • In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.

  • Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.

  • Working experience with Adobe Analytics or equivalent platforms like Google Analytics.

  • Working experience with Tableau or equivalent data visualization tools.

  • Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.

  • Financial industry experience, a plus.

  • In-depth knowledge of statistical and Machine Learning methods and approaches, a plus

  • Proficiency in Python or R, a plus

The Purpose of Your Role

You will serve as Manager for analytics & insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients & participants.

You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.

The Skills You Bring

  • You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.

  • You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.

  • You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.

  • You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)

  • You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.

  • You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints

  • You know how to design and implement models to accurately assess the impact of marketing efforts across channels.

  • You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience

  • You understand how to leverage qualitative data to identify opportunity areas.

  • You have the ability to think on your feet and respond effectively when priorities change.

  • You strive to better communicate data through data visualization and storytelling.

The Value You Deliver

  • Developing and delivering analytical data and insights to solve business problems.

  • You enable partner stakeholders to make objective, informed decisions.

  • You provide opportunities for innovation through analytics capabilities and implementation of new technologies.

How Your Work Impacts the Organization

Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.

Certifications:

Category:

Business Analytics and Insights

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a078537c-0936-48d3-8fa2-9cb083d22845

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position

Manager, Data Analytics and Insights

Job Description:

As a Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives & projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives.

The Expertise We're Looking For

  • Bachelors or equivalent with 5+ years of experience.

  • In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.

  • Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.

  • Working experience with Adobe Analytics or equivalent platforms like Google Analytics.

  • Working experience with Tableau or equivalent data visualization tools.

  • Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.

  • Financial industry experience, a plus.

  • In-depth knowledge of statistical and Machine Learning methods and approaches, a plus

  • Proficiency in Python or R, a plus

The Purpose of Your Role

You will serve as Manager for analytics & insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients & participants.

You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.

The Skills You Bring

  • You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.

  • You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.

  • You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.

  • You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)

  • You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.

  • You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints

  • You know how to design and implement models to accurately assess the impact of marketing efforts across channels.

  • You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience

  • You understand how to leverage qualitative data to identify opportunity areas.

  • You have the ability to think on your feet and respond effectively when priorities change.

  • You strive to better communicate data through data visualization and storytelling.

The Value You Deliver

  • Developing and delivering analytical data and insights to solve business problems.

  • You enable partner stakeholders to make objective, informed decisions.

  • You provide opportunities for innovation through analytics capabilities and implementation of new technologies.

How Your Work Impacts the Organization

Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.

Certifications:

Category:

Business Analytics and Insights

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

PDN-a078537c-0936-48d3-8fa2-9cb083d22845

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Manager, Data Analytics and Insights
Fidelity Investments
Covington, KY
Nov 29, 2025
Full-time
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