Senior Manager, Strategy and Planning (Data Analytics and Insights) jobs in United States
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Fidelity Investments · 4 hours ago

Senior Manager, Strategy and Planning (Data Analytics and Insights)

positionSmithfield, RI
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Fidelity Investments is seeking a Senior Manager, Strategy and Planning (Data Analytics and Insights) to join their Abandoned Property and Legal Operations Team. This role involves supporting data management, analytics, and reporting functions, as well as strategic planning to ensure organizational alignment and measure key initiatives.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Supporting end-to-end data management, analytics and reporting function
Supporting strategy and planning activities
Tracking key initiatives and priorities
Measuring progress for Abandoned Property and Legal Operations team
Creating management materials
Tracking KPIs
Measuring the cross-Fidelity impact of our business
Supporting business reviews
Supporting all-associates meetings

Qualification

Data managementBusiness analyticsData visualization toolsSQLPythonExcelPowerPointBusiness acumenCritical thinkingCommunication skillsCreative problem-solving

Required

Bachelor's degree required (Finance, Analytics, Economics, or Business preferred)
5+ years of hands-on experience in data management and/or business analytics
Strong analytical and critical thinking skills with technical curiosity and a willingness to learn
Solid business acumen and a commitment to data integrity and quality
Proficiency in business reporting and data visualization tools (Power BI and Tableau)
Advanced skills in Excel and PowerPoint; Visio experience is a plus
Understanding of data concepts, databases, and related technologies
Passion and sense of purpose that motivates and inspires collaboration
Creative problem-solving mindset with a desire to challenge conventional approaches
Excellent cross-team communication skills; ability to simplify complex concepts and deliver impactful presentations
Confidence, professional maturity, and presence to work independently while collaborating effectively across all organizational levels

Preferred

Familiarity with SQL and Python is advantageous but not required

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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