Director, Data Analytics and Insights
Job Description
Job Description:
Director, Business and Data Analytics, SPA
The Role
Be part of a team on the cutting edge of development and delivery of sales performance KPIs and dashboards and insights for FW associates / field leaders for the purpose of measurement, coaching, and assessment of variable compensation and annual bonuses
As a member of the FW HR Sales Performance and Analytics Product team, the Business and Data Analytics Director will help lead Business Analytics (BA) and Business Intelligence and Consulting (BIC) associate's in support of delivery teams. This position will provide oversight in delivering actionable insides, dashboards, KPIs and metrics, and analytical solutions that improve business performance, customer outcomes, and operational efficiency.
This role partners closely with FW leaders, serves as a primary consultative advisor to Product Leaders and business partners, and supports the Product Leader in ensuring the team has the right skills and capabilities to meet business needs.
The Experience and Skills You Bring
- Lead, coach, and develop high-performing sales/compensation performance analytics, BI and data team
- Build scalable processes for analytics delivery and stakeholder support
- Foster a culture of accountability, innovation, and continuous improvement
- Extensive data analytics experience, with demonstrated ability to build strong foundations and deliver relevant tools/views/products for leadership
- Analytical business problem solver who can ask questions, and use analytics to frame problems, opportunities, and solutions
- Excellent verbal and written communication, relationship building and interpersonal skills
- Proven track-record of strong relationship management, with a particular affinity to taking a consultative approach to partnering with stakeholders
- Product ownership mindset with the ability to influence key stakeholders
- Strong people leadership, coaching, and development experience
- Strong execution and results orientation with the ability to balance driving toward an ideal state with the reality of bringing stakeholders along the change journey.
- Expertise in working with database applications/architecture and data visualization tools like Tableau, Alteryx, Excel, SQL, other query tools, PowerPoint etc.
- Experience working with sales performance data (headcount, attrition, movement, Workforce Connect, etc.) strongly preferred
- Comfort meeting with and presenting to leaders to review data findings, summarize key points and dig into detail when necessary.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Sales Operations and Compensation build sales performance management processes, variable compensation plans and supporting technology to enhance our Associates' and Leaders' experience and align with the evolving needs of our clients and Wealth's strategic direction. We enable the success of front office programs and support business responsiveness and market opportunities through the design and delivery of Business Intelligence (BI) capabilities that align to FW's data and BI strategies. Additionally, we improve our associate and leader experiences by providing performance measurement applications and solutions that use insightful data-driven analytics.
Certifications:
Category:
Business Analytics and InsightsPlease 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.
Job Description:
Director, Business and Data Analytics, SPA
The Role
Be part of a team on the cutting edge of development and delivery of sales performance KPIs and dashboards and insights for FW associates / field leaders for the purpose of measurement, coaching, and assessment of variable compensation and annual bonuses
As a member of the FW HR Sales Performance and Analytics Product team, the Business and Data Analytics Director will help lead Business Analytics (BA) and Business Intelligence and Consulting (BIC) associate's in support of delivery teams. This position will provide oversight in delivering actionable insides, dashboards, KPIs and metrics, and analytical solutions that improve business performance, customer outcomes, and operational efficiency.
This role partners closely with FW leaders, serves as a primary consultative advisor to Product Leaders and business partners, and supports the Product Leader in ensuring the team has the right skills and capabilities to meet business needs.
The Experience and Skills You Bring
- Lead, coach, and develop high-performing sales/compensation performance analytics, BI and data team
- Build scalable processes for analytics delivery and stakeholder support
- Foster a culture of accountability, innovation, and continuous improvement
- Extensive data analytics experience, with demonstrated ability to build strong foundations and deliver relevant tools/views/products for leadership
- Analytical business problem solver who can ask questions, and use analytics to frame problems, opportunities, and solutions
- Excellent verbal and written communication, relationship building and interpersonal skills
- Proven track-record of strong relationship management, with a particular affinity to taking a consultative approach to partnering with stakeholders
- Product ownership mindset with the ability to influence key stakeholders
- Strong people leadership, coaching, and development experience
- Strong execution and results orientation with the ability to balance driving toward an ideal state with the reality of bringing stakeholders along the change journey.
- Expertise in working with database applications/architecture and data visualization tools like Tableau, Alteryx, Excel, SQL, other query tools, PowerPoint etc.
- Experience working with sales performance data (headcount, attrition, movement, Workforce Connect, etc.) strongly preferred
- Comfort meeting with and presenting to leaders to review data findings, summarize key points and dig into detail when necessary.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Sales Operations and Compensation build sales performance management processes, variable compensation plans and supporting technology to enhance our Associates' and Leaders' experience and align with the evolving needs of our clients and Wealth's strategic direction. We enable the success of front office programs and support business responsiveness and market opportunities through the design and delivery of Business Intelligence (BI) capabilities that align to FW's data and BI strategies. Additionally, we improve our associate and leader experiences by providing performance measurement applications and solutions that use insightful data-driven analytics.
Certifications:
Category:
Business Analytics and InsightsPlease 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.
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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