Senior Manager, Business Insights

Fidelity InvestmentsSmithfield, RI
1dHybrid

About The Position

The Role The Senior Manager, Business Insights, is a cornerstone role on the Abandoned Property and Legal Operations Team. The Senior Manager will be at the intersection of business, analytics and technology. The Senior Manager will be supporting end-to-end data management, analytics and reporting function, as well as strategy and planning activities, tracking key initiatives and priorities, and measuring progress for Abandoned Property and Legal Operations team. We welcome candidates who are either technologists/data analysts seeking greater business exposure, or business professionals with strong interest and skills in technology, data management, and analytics. Data Management, Analytics and Reporting: You are someone who can move seamlessly between business, analytical and technical environments, understand data at both conceptual and practical levels, and can present insights in a clear and actionable way. You enjoy solving complex challenges using data analysis and visualization tools to synthesize data and trends, develop actionable insights, build storylines, and craft presentations that inform key decisions. Strategy and Planning: You can support the strategic planning process to establish team priorities and ensure organizational alignment; work across Abandoned Property, Legal Operations, and our business partners; create management materials, track KPIs and measure the cross-Fidelity impact of our business, as well as support business reviews, and all-associates meetings.

Requirements

  • 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
  • Understanding of data concepts, databases, and related technologies
  • 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

Nice To Haves

  • Visio experience is a plus.
  • Familiarity with SQL and Python is advantageous but not required

Responsibilities

  • Supporting end-to-end data management, analytics and reporting function
  • Strategy and planning activities
  • Tracking key initiatives and priorities
  • Measuring progress for Abandoned Property and Legal Operations team
  • Solving complex challenges using data analysis and visualization tools to synthesize data and trends
  • Developing actionable insights
  • Building storylines
  • Crafting presentations that inform key decisions
  • Supporting the strategic planning process to establish team priorities and ensure organizational alignment
  • Working across Abandoned Property, Legal Operations, and our business partners
  • Creating management materials
  • Tracking KPIs and measure the cross-Fidelity impact of our business
  • Supporting business reviews, and all-associates meetings
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