Demo

Director, Analytics - Stock Plan Services

Fidelity Investments
Fidelity Investments Salary
Boston, MA Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/14/2025

Job Description :

  • Please note that candidates may be considered for either the Sr. Manager or Director level depending on qualifications and experience.

The Team

Our team in the Stock Plan Services (SPS) organization is passionate about generating insights that help drive strategic decisions to improve business performance within equity compensation. Come join a group of high-performing analytics associates and help teams uncover key insights that empower the creation of the best customer experiences in the Financial Services industry.

The Purpose of This Role

As part of our team, you will collaborate with a team of passionate and hardworking analytics professionals to drive value across the business. The team's focus is to understand Plan Sponsor and Participant behaviors to help improve the overall experience of both audiences.

The Director, Analytics role on the Data-Driven Insights team will be a lead resource in the development of in-depth analyses and value-added reporting within SPS. You will work with business partners to generate insights employing multiple techniques : customer analytics (e.g., mine customer databases to understand customer audiences, uncover hidden patterns and inform targeting), digital analytics, cross-channel analytics (phone, web, branch), and experimentation. In addition, as a member the Data-Driven Insights team, you will be part of the team responsible for maintaining / developing best-in-class analytical and research expertise, developing standards, and scaling self-serve data analytics, testing and experimentation approaches.

The Expertise You Have

  • High degree of experience in Tableau and Alteryx technologies
  • Strong capabilities with MS Excel and PowerPoint
  • Very strong analytical, technical, problem solving and communication skills with the ability to engage internal customers with little-to-no support
  • Ability to prioritize, strong time management and organizational skills
  • Detail oriented complemented by a focus on accuracy
  • Keen ability to build and influence relationships
  • Self-motivated teammate that can partner on solutions and work independently
  • Bachelor's degree or equivalent with a 5 years Financial Services and / or Analytics experience
  • The Skills You Bring / Responsibilities include, but are not limited to :

  • You will drive key analysis in equity compensation from initial prioritization through final delivery and publication / review of the results
  • You can produce intuitive and impactful visualizations using sophisticated data sets
  • Will be a technical expert in the development of analysis solutions to complex business needs using Alteryx and Tableau
  • You will deliver self-service reporting / analytics as well as respond to senior management requests for analysis
  • Will assist with technical knowledge and help mentor to more junior team members
  • You will proactively seek opportunities to provide valuable insight while looking for continuous improvement and incorporating feedback from business partners
  • Note : Fidelity will not provide immigration sponsorship for this position.

    The Value You Deliver

  • Delivering high quality, insightful analytics and reporting that drive strategic business decisions.
  • Building trust and leveraging proven working-relationships with key business partners
  • Crafting Associate Engagement that mirrors the Customer Experience we deliver
  • Supporting the growth of our associates that foster an environment of passion, growth and development that leads to employee retention
  • The Data-Driven Insights team has a mission to proactively anticipate and predict our clients' needs and future behaviors using data, analytics, and customer research, so we can deliver a more valuable client experience and generate stronger lasting relationships
  • Certifications : Category :

    Business Analytics and Insights

    Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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