Director, Portfolio Reporting Platform

Fidelity Investments•Westlake, TX

3d•Onsite

About The Position

We are seeking a senior technology leader to transform Fidelity Portfolio Reporting into a governed, scalable, and reusable enterprise capability. This leader will define and execute the strategy for modernizing our enterprise PowerBI reporting ecosystem, moving beyond traditional dashboard delivery toward a platform-based model built on reusable capabilities, governed semantic data, modern digital experiences, and AI-enabled intelligence. The long-term vision is a modular, persona-based reporting experience organized around business journeyas and decision-making workflows rather than disconnected reports. The new generation of reporting will deliver clear business narratives and trusted decision-making support, provide consistent web-based user experiences, and be fronted by a conversational AI layer that enables users to either navigate directly to trusted reporting assets or explore data through governed natural language and text-to-SQL interactions. You will transform reporting into a scalable, enterprise-wide platform that delivers trusted insights and supports data-driven decision making.

Requirements

10 plus years leading enterprise BI, reporting, analytics, or data visualization organizations, including 5 plus years of PowerBI platform leadership in enterprise-scale environments.
Proven success leading enterprise-scale reporting organizations through platform modernization, governance, and operating model transformation.
Experience building enterprise reporting platforms and reusable capabilities rather than managing individual dashboard delivery.
Deep expertise with Microsoft Power BI and enterprise BI platform management, including architecture, governance, performance optimization, and lifecycle management.
Strong understanding of modern data architectures, including data lakes, semantic layers, dimensional modeling, certified metrics, business logic governance, and data products.
Experience implementing Hub-and-Spoke or governed contribution reporting models.
Highly analytical with a proven ability to translate complex data into business outcomes, strategic insights, and executive-level recommendations.
Outstanding data storytelling and communication skills, with the ability to distill complex information into compelling narratives for executive and business audiences.
Exceptional strategic thinking and problem-solving capabilities with a focus on long-term business and platform impact.
Experience partnering with product, UX, and business teams to design BI experiences aligned to user journeys and business outcomes.
Strategic platform mindset with the ability to think beyond individual reports to enterprise-scale capabilities and experiences.
Ability to define and communicate a compelling vision for the convergence of reporting, semantic platforms, and conversational AI.
Proven ability to translate strategy into roadmaps, measurable outcomes, and predictable execution.
Ability to simplify complex reporting ecosystems through reuse, common patterns, and shared services.
Customer-centric approach with experience designing persona-based, journey-driven experiences.
Strong collaboration and influencing skills across business, reporting, data, semantic, product, and AI organizations.
Ability to establish governance and controls that accelerate delivery rather than create bureaucracy.
Exceptional communication skills with both executive and technical audiences.
Proven leadership in developing high-performing teams and fostering accountability, innovation, and continuous modernization.

Responsibilities

Define and execute the portfolio reporting platform strategy and modernization roadmap.
Transform reporting from collections of dashboards into modern, persona-based experiences aligned to business journeys and decision-making workflows.
Establish a scalable operating model that promotes reuse, contribution, and shared ownership across reporting teams.
Simplify the reporting landscape through consolidation, standardization, design patterns, reuse, and retirement of redundant solutions.
Establish governance, certification, lifecycle management, and contribution processes.
Lead a Hub-and-Spoke operating model balancing enterprise standards with business flexibility.
Drive adoption of certified metrics, governed business logic, and shared semantic assets.
Partner with Semantic Platform, Data Engineering, and AI teams to shape the future of AI-enabled reporting, conversational analytics, and decision support.
Deliver persona-based reporting experiences grounded in customer journeys and business outcomes.
Use customer insights, adoption metrics, and feedback to continuously improve the reporting experience.
Lead and develop reporting platform leaders and BI teams to execute the reporting modernization strategy and roadmap.
Drive execution through clear priorities, accountability, measurable outcomes, and talent development.
Foster a platform-first culture focused on scalable enterprise capabilities over individual report delivery.
Build strong partnerships across business, data, semantic platform, product, and AI organizations.