Manager, Data Analytics and Insights
About The Position
The Manager, Data Analytics and Insights is part of Fidelity’s Sales Support and Compensation team, supporting the design and administration of variable compensation plans and reporting for Fidelity Personal Investments Distribution. The role provides operational and squad support and delivers analytics for an organization serving more than 14,000 associates and leaders. The position contributes to the development and delivery of sales performance dashboards and scorecards for Fidelity Wealth sales associates and field leaders, supporting accurate measurement, effective coaching, and informed evaluation of variable compensation. Within Fidelity Wealth HR’s Sales Performance and Analytics organization, the role supports sales performance management processes, compensation plans, and enabling technologies. The analyst works across squads, collaborates with leaders and business partners, clarifies acceptance criteria, develops scenarios and testing, and contributes business product expertise to complex initiatives. The role also serves as a product subject matter expert and primary point of contact, supports issue triage and remediation, and helps prepare users and the field for product launches and adoption. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve; the transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.
Requirements
- Bachelor’s degree or equivalent.
- More than 5 years of Product Analyst experience.
- Experience with Agile Scrum environments is preferred within the stated 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, including SQL, Workday, and web-based enterprise tools.
- Strict adherence to business unit compliance requirements.
- Strong case management skills and ability to own problem resolution.
- Ability to execute and deliver in a fast-paced environment, work independently, navigate the organization, and build relationships with leaders.
- Strong verbal and written communication skills, including the ability to influence senior management.
- Strong interpersonal skills and ability to work across the firm and interact, influence, and negotiate effectively with management and peers.
- Highly organized, with the ability to prioritize and work under tight deadlines.
- Attention to detail and commitment to consistently producing high-quality, critical work.
- 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.
- Excellent consultative, listening, communication, and analytical skills.
- Customer-focused commitment to delivering high-value features.
Nice To Haves
- Understanding of compensation program concepts and theories, or desire to learn them.
- Experience working in an Agile Scrum environment.
Responsibilities
- Provide operational support, squad support, and analytics for Fidelity Personal Investments Distribution.
- Help develop and deliver sales performance dashboards and scorecards for Fidelity Wealth sales associates and field leaders.
- Support sales performance management processes, variable compensation plans, and enabling technologies.
- Collaborate with leaders and business partners across squads to implement business initiatives.
- 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.
- Review processes and production data for accuracy and trends.
- Conduct user interviews and stakeholder discussions to gather qualitative feedback, identify pain points, and validate assumptions.
- Serve as the product subject matter expert and primary point of contact, providing end-to-end guidance, clarification, 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 and analyze user and 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.
- Communicate with urgency to drive action.
- Break ambiguous, 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
- Student loan repayment
- Tuition reimbursement
- Learning resources for career development
- Bonus or other variable compensation may be included, depending on position and eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
