Director, Advanced Data Analytics and Insights at Fidelity Investments

Smithfield, Rhode Island, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

  • Over 5 years of proven experience in analytics, insights, and experimentation, with strong ability to translate complex data into clear, strategic narratives and identify customer pain points and success drivers
  • 10+ years of experience and deep expertise in SQL, Python, R, and data visualization tools (Tableau, Power BI, Qlik), with experience in big data platforms like Snowflake and Athena
  • Experience translating complex business questions into testable hypotheses, validated through experimentation and data analysis
  • Ability to deliver insights in a simple, clear, and actionable way to partners across all levels
  • Experience thriving in agile, interdisciplinary teams, partnering across analytics, engineering, marketing, and product
  • Experience with digital analytics tools (e.g., Adobe Analytics) and customer sentiment analysis
  • Expertise in crafting and performing A/B tests, developing robust measurement strategies, and addressing real-world business challenges; Business Transformation Consulting experience is a strong plus
  • Growth mindset with continuous learning in analytics, data science, and machine learning
  • Leadership without authority, shaping results and uniting collaborators in an individual contributor role
  • Bachelor’s degree or equivalent experience in a quantitative or technical field (e.g., Data Analytics, Economics, Statistics, Finance); MBA or MS degree advantageous

Responsibilities

  • Spearhead data-driven projects that influence business strategy, eliminate customer obstacles, and improve customer experience
  • Uncover insights by connecting diverse datasets (customer behaviors, transactional history, digital interactions, call transcripts, financial metrics)
  • Drive strategic decisions and customer-centric outcomes through hypothesis-driven thinking and experimentation
  • Partner cross-functionally across analytics, engineering, data science, marketing, and product development
  • Deliver multidisciplinary solutions that benefit Fidelity and its customers, focusing on experimentation and personalization
  • Work as an indispensable member of the AACI team embedded within Fidelity’s Brokerage business unit in a hybrid onsite capacity (every other week)

Skills

SQL
Python
R
Tableau
Power BI
Qlik
Snowflake
Athena
Adobe Analytics
data visualization
customer sentiment analysis

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters
1946Year Founded
$120,238.8MTotal Funding
DEBT_FINANCINGCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Health Insurance
Mental Health Support
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Student Loan Assistance
Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
Increased competition from Vanguard's new division could draw clients away from Fidelity.
Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.
Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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