Manager, Data Analytics and Insights

Fidelity • Boston, MA

1d

About The Position

As part of Fidelity’s Sales Support and Compensation team, this position provides operational and squad support and delivers analytics for the Fidelity Personal Investments Distribution organization, supporting more than 14,000 Associates and Leaders. The role contributes to the development and delivery of sales performance dashboards and scorecards for Fidelity Wealth sales associates and field leaders. These tools support accurate measurement, effective coaching, and informed evaluation of variable compensation.

Within Fidelity Wealth HR’s Sales Performance and Analytics organization, the Business Analyst supports work across squads and collaborates with leaders and business partners. The role helps implement sales performance management processes, variable compensation plans, and enabling technologies. It clarifies acceptance criteria, creates scenarios and supports testing, and applies business product expertise to complex initiatives. The analyst also gathers user feedback, supports pilots and readiness activities, and owns issue triage and resolution in partnership with stakeholders.

Requirements

• Bachelor’s degree or equivalent.
• At least 5 years of Product Analyst experience.
• Experience with business analysis methodologies, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
• Ability to apply technology such as SQL, Workday, and web-based enterprise tools.
• Strict adherence to business unit compliance requirements.
• Strong case management, investigation, and problem-resolution skills.
• Ability to execute and deliver work in a fast-paced environment, work independently, navigate the organization, and build relationships with leaders.
• Strong verbal and written communication, interpersonal, analytical, consultative, listening, and influencing skills, including the ability to interact and negotiate across management levels and with peers.
• Ability to prioritize and work under tight deadlines, with strong organization and attention to detail.
• Intermediate expertise in Microsoft Word and Excel and ability to deliver effective PowerPoint presentations.
• Ability to understand high-level application architecture, data flow, and positioning within the broader technology ecosystem.
• Customer-focused approach and commitment to delivering high-value features.

Nice To Haves

• Product Analyst experience in an Agile Scrum environment.
• Understanding of compensation program concepts and theories, or desire to learn them.

Responsibilities

• Provide operational and squad support and deliver analytics for Fidelity Personal Investments Distribution.
• Support the development and delivery of sales performance dashboards and scorecards for sales associates and field leaders.
• Help implement sales performance management processes, variable compensation plans, and enabling technologies.
• Clarify acceptance criteria, create scenarios, support testing, and contribute business product insight to complex initiatives.
• Use data and reporting to measure outcomes, validate assumptions, and recommend outcomes.
• Assist associates with questions, policies, and training.
• Investigate complex compensation questions, identify root causes and broader impacts, and implement solutions.
• Own case management and problem resolution, including reviewing processes and analyzing production data for accuracy and trends.
• Conduct user interviews and stakeholder discussions to gather feedback, identify pain points, and validate assumptions.
• Serve as the product subject matter expert and primary point of contact, providing end-to-end guidance and support to stakeholders.
• Lead user-focused pilots and go-to-market readiness activities, including field readiness, training, and feedback loops.
• Identify and escalate production questions and incidents; gather root-cause information, engage stakeholders, and assist with mitigation and remediation.
• Own the business issue triage process end-to-end and collaborate with partners to drive resolution.
• Break ambiguous and complex features into stories with business value, technical decomposition, and acceptance criteria.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager