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Senior Manager, Advanced Data Analytics and Insights

Fidelity

Fidelity

Data Science
Westlake, TX, USA
Posted on May 21, 2025
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Job Description:

Position Description:

Develops and delivers strategic analytical insights for personal investing by providing expertise in data analysis, experimentation, and visualization. Performs data analytics and insights using SQL, Adobe Analytics, Tableau and Snowflake. Uses a myriad of data sources such as digital analytics, performance statistics, and customer feedback to optimize customer experience. Applies an understanding of the nuances of a project, aligns business knowledge with targeted measures, and conducts A/B testing to improve outcomes against business objectives. Uses all data (structured and unstructured) across transaction, demographic, desktop, mobile, chat and call transcripts, and voice of customer to uncover opportunities to improve customer experience. Collaborates with business partners to identify trends and opportunities and translate insights into business growth.

Primary Responsibilities:

  • Cleans, retrieves and analyzes large volumes of raw data using query languages and statistical software.

  • Analyzes large data sets to develop new processes, perform calculations, identify anomalies, and/or product new reporting capabilities.

  • Formulates and applies mathematical modeling and other optimizing methods to develop and interpret information that assists with decision making.

  • Delivers presentations of mathematical modeling and data analysis to management and other end users.

  • Oversees daily, weekly, and monthly metrics and reporting cycles across analytic environments.

  • Mentors junior team members.

  • Works in a fast-paced environment delivering tactical and strategic technology solutions.

  • Establishes and manages data analytics and insights projects.

  • Contributes to the estimation, planning, analysis, design, and development of projects.

  • Fosters innovative technology solutions to resolve complex business problems.

  • Supports democratization of data among business partners and builds self-serve data visualization tools that enable decision-making.

  • Continuously improves data analytics and insight capabilities and spreads that knowledge and expertise throughout the organization.

Education and Experience:

Bachelor’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Business Administration, or a closely related field and five (5) years of experience as a Senior Manager, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and insights using SQL, Adobe Analytics, Tableau, or Snowflake in a large cross-channel enterprise environment.

Or, alternatively, Master’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Business Administration, or a closely related field and three (3) years of experience as a Senior Manager, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and insights using SQL, Adobe Analytics, Tableau, or Snowflake in a large cross-channel enterprise environment.

Skills and Knowledge:

Candidate must also possess:

  • Demonstrated Expertise (“DE”) extracting, transforming, and analyzing unstructured and semi-structured data – text content and customer-centered feedback – to identify sentiment and extracting entities; performing text summarization and text classification using Qualtrics; and integrating data from multiple sources and internal data warehouses by creating standards and repeatable workflows to process at scale using Elasticsearch, Snowflake, Amazon Web Services (AWS) or Oracle.

  • DE quantifying and monitoring customer activities across channels by developing customer journeys using data preparation and visualization tools -- Power BI, Tableau, Kibana, or Excel; and furnishing actionable insights that enable business decisions through customer data mining using Cloud technologies – Elasticsearch, Snowflake, Oracle, or AWS.

  • DE parsing, summarizing, and visualizing customer journeys and behavior across digital and live activities using Python, and Tableau or Quicksight, and Postman or API methodologies; performing customer engagement optimization using statistical methods (inferential statistics, hypothesis testing, and A/B testing) and data analytics software (Python or SQL, and AWS or Elasticsearch).

  • DE performing marketing analytics (opportunity sizing, penetration, and marketing measurement) to inform strategies and optimize customer engagement funnels; and analyzing clickstream data, social media analytics, and customer call logs using SQL, R, Adobe Analytics, Tableau, or Adobe Target, and ContentSquare.

#PE1M2

#LI-DNI

Certifications:

Category:

Data Analytics and Insights

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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