Fidelity Investments · 2 days ago
Senior Manager, Strategy and Planning (Data Analytics and Insights)
Smithfield, RI
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is seeking a Senior Manager, Strategy and Planning (Data Analytics and Insights) to join their Abandoned Property and Legal Operations Team. This role focuses on supporting data management, analytics, and reporting functions, while also contributing to strategic planning and organizational alignment across teams.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Support end-to-end data management, analytics and reporting function
Support strategy and planning activities
Track key initiatives and priorities
Measure progress for Abandoned Property and Legal Operations team
Develop actionable insights
Build storylines and craft presentations that inform key decisions
Support the strategic planning process to establish team priorities
Work across Abandoned Property, Legal Operations, and business partners
Create management materials
Track KPIs and measure the cross-Fidelity impact of our business
Support business reviews and all-associates meetings
Qualification
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
Familiarity with SQL and Python is advantageous but not required
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
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase