Manager, Data Analytics and Insights at Fidelity Investments in Boston, MA

Job description

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role Be part of a team on the cutting edge of designing and administering the variable compensation plans and reporting that reward advisors for helping Fidelity’s clients achieve their goals. As part of the Sales Support and Compensation team, you will provide operational support, squad support, and help deliver insightful analytics for the Fidelity Personal Investments (PI) Distribution organization and over 14,000 Associates and Leaders. Join a dynamic team owning the development and delivery of sales performance dashboards and scorecards for Fidelity Wealth sales associates and field leaders—tools developed to drive accurate measurement, impactful coaching, and informed evaluation of variable compensation. The Team The Sales Performance and Analytics (SPA) team develop and delivers sales performance management processes, variable compensation plans, and enabling technologies that improve the experience of our Associates and Leaders. Our work aligns with the evolving needs of our clients and supports Fidelity Wealth’s strategic direction. We empower front office success and business agility by developing Business Intelligence (BI) capabilities that reflect Fidelity Wealth’s data and BI strategies. Through insightful, data-driven analytics, we also improve performance measurement tools that elevate the associate and leader experience. As part of Fidelity Wealth HR’s SPA organization, the Business Analyst plays a key role across squads to help implement our mission. This position delivers essential support, collaborates with leaders at every tier, and fosters a consultative connection with team leaders and business partners. The analyst provides clarity on acceptance criteria, scenario creation and testing, and contributes deep business product insight to facilitate the execution of complex initiatives. The Expertise & Skills You Bring A Bachelor's degree or equivalent 5 plus years Product Analyst experience, ideally working in an Agile Scrum environment, business analysis methodologies, including data analysis, uses case development, story writing, and user acceptance testing and product documentation required Uses data and reporting to measure outcomes, validate assumptions and recommend outcomes. Deliver an outstanding educational experience by assisting associates with questions, policies and training Ability to apply technology (SQL, Workday, Web Based Enterprise Tools) Strict adherence to business unit compliance requirements Investigation skills to research complex compensation questions, uncover root causes, assess broader impacts and implement solutions Strong case management experience to own problem resolution Review processes and analyze production data for accuracy and trends You look for opportunities to innovate and take thoughtful risks in order to get things done better and faster You have an ability to execute and deliver work in a fast-paced environment You can work independently, navigate the organization, and build strong relationships with leaders across the team You have strong verbal and written communication skills, and the ability to influence senior management Strong interpersonal skills, including the ability to work across the firm and interact/influence/negotiate effectively at all levels of management and peers Conducts user interviews and stakeholder (internal and external) discussions to gather qualitative feedback, identify pain points, and validate assumptions. Serve as the Subject Matter Expert (SME) and primary point of contact for the product, providing guidance, clarification, and support to stakeholders end to end Leads user focused pilots and go-to-market readiness activities, including field readiness, training, and feedback loops to ensure adoption and value realization. Identify and escalate issues related to production questions and incidents (leveraging the DARN framework when needed). Proact