Director, Advanced Data Analytics and Insights

Fidelity Investments•Durham, NC

19h

About The Position

Manages the timely flow of business intelligence information to users and provides technical support for existing reports and dashboards. Identifies and analyzes industry and geographic trends with business strategy implications, and anticipates and predicts client needs and future behaviors using data, analytics, customer research, and AI solutions. Processes large sets of structured and unstructured data using cloud technologies, including Snowflake and AWS. Navigates a wide range of data sources and systems to deliver analytic and visualization capabilities that help business partners transform data into impactful insights. Leverages analytics approaches, database and digital analytics, data visualization, and tools including Unica, Adobe Campaign, Salesforce Marketing Cloud, and Simon Data. The role recommends opportunities to improve customer experience through analysis of cross-channel engagement and transactional and behavioral data. It evaluates, tunes, and operationalizes scalable scientific techniques; analyzes technology trends; develops methods for identifying data patterns and trends; and maintains or updates business intelligence tools, databases, dashboards, systems, or methods. The position requires a qualifying bachelor’s degree and six years of relevant experience, or a qualifying master’s degree and four years of relevant experience, designing and administering cloud-based business intelligence platforms using Tableau in financial services environments. Candidates must also demonstrate expertise in AtScale, Tableau, Snowflake, Amazon EKS, Alation, enterprise metric governance, BI platform administration and performance profiling, and translating finance reporting constructs into governed data models aligned with regulatory and compliance requirements. Fidelity will not provide immigration sponsorship for this position. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve; the transition does not apply to fully remote roles.

Requirements

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Chemistry, or a closely related field (or foreign education equivalent), and six years of experience as a Director, Advanced Data Analytics and Insights or in a closely related occupation designing and administering cloud-based business intelligence platforms using Tableau in financial services environments; alternatively, a qualifying master’s degree and four years of such experience.
Demonstrated expertise designing, developing, and implementing enterprise semantic models and multi-dimensional data architectures using AtScale deployed on Amazon EKS.
Demonstrated expertise applying AtScale Tableau optimization techniques, including query pushdown, aggregate awareness, caching strategies, and semantic model design patterns, on Snowflake integrated with Tableau.
Demonstrated expertise establishing enterprise metric governance frameworks by defining, certifying, and maintaining business logic within AtScale semantic layers.
Demonstrated expertise integrating semantic models with Alation for data cataloging, certified metric documentation, data lineage, and asset discoverability.
Demonstrated expertise administering and operating enterprise BI platforms across AtScale and Tableau, including semantic layer lifecycle management, model versioning, access control enforcement, and Tableau Server/Site administration.
Demonstrated expertise conducting end-to-end performance profiling across the Snowflake–AtScale–Tableau stack to identify, isolate, and remediate system bottlenecks.
Demonstrated expertise translating finance reporting constructs, including P&L, balance sheet, variance analysis, and forecasting, into governed data models; aligning solutions with regulatory and compliance requirements; and driving requirements rationalization, data model standardization, and cross-functional delivery across finance and technology organizations.
Must be eligible for employment under applicable laws and regulations concerning criminal histories; the posting notes that such laws may restrict Fidelity from hiring or associating with individuals with certain criminal histories.

Responsibilities

Manage the timely flow of business intelligence information to users and provide technical support for existing reports and dashboards.
Identify and analyze industry and geographic trends with business strategy implications.
Anticipate and predict client needs and future behaviors using data, analytics, customer research, and AI solutions.
Process large sets of structured and unstructured data using cloud technologies, including Snowflake and AWS.
Deliver analytic and visualization capabilities across data sources and systems to help business partners transform data into impactful insights.
Recommend opportunities to improve customer experience by analyzing cross-channel engagement and transactional and behavioral data.
Surface ideas and recommendations to drive stronger business outcomes.
Perform model evaluation, tuning, and performance work, and ensure scientific techniques are operationalized and scalable.
Analyze technology trends to identify markets for future product development or improve sales of existing products.
Devise methods for identifying data patterns and trends in available information sources.
Maintain or update business intelligence tools, databases, dashboards, systems, or methods.
Design, develop, and implement enterprise semantic models and multi-dimensional data architectures using AtScale deployed on Amazon EKS.
Apply AtScale and Tableau optimization techniques to improve performance, scalability, and governed self-service analytics on Snowflake integrated with Tableau.
Establish enterprise metric governance frameworks and integrate semantic models with Alation for cataloging, documentation, lineage, and discoverability.
Administer and operate enterprise BI platforms across AtScale and Tableau, including semantic layer lifecycle management, model versioning, access control, and Tableau Server/Site administration.
Profile performance end to end across the Snowflake–AtScale–Tableau stack and identify, isolate, and remediate system bottlenecks.
Translate finance reporting constructs, including P&L, balance sheet, variance analysis, and forecasting, into governed data models; align solutions with regulatory and compliance requirements; and drive requirements rationalization, data model standardization, and cross-functional delivery across finance and technology organizations.