About the role

  • Senior Manager overseeing business insights and data management for the Abandoned Property and Legal Operations teams at Fidelity. Leading analytical and reporting functions while ensuring alignment with organizational priorities.

Responsibilities

  • Supporting end-to-end data management, analytics and reporting function
  • Assisting with strategy and planning activities
  • Tracking key initiatives and priorities
  • Measuring progress for Abandoned Property and Legal Operations team
  • Creating management materials and tracking KPIs
  • Supporting 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; Visio experience is a plus.
  • Understanding of data concepts, databases, and related technologies
  • Familiarity with SQL and Python is advantageous but not required
  • 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.

Benefits

  • Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job title

Senior Manager, Business Insights

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job