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Sr. Manager, Business Analyst

Fidelity

Fidelity

IT
Covington, KY, USA · Merrimack, NH, USA · Jacksonville, FL, USA · Albuquerque, NM, USA · Westlake, TX, USA
Posted on Oct 18, 2025

Job Description:

Sr. Manager, Business Analyst

The Role

Workplace Investing Talent and Learning team is seeking someone who is passionate about understanding complex problems, extracting fact-based insights, and developing a communication strategy to help a large organization mobilize around a solution. In this role, you will dive deep into data, connecting the dots across disparate sets of information, and help answer and solve key challenges aligned to learner experience and talent development.

The Expertise and Skills You Bring

Ability to navigate multiple data sources and business partners, interacting with them to complete analytical needs while maintaining a clear strategy and understanding of inconsistencies. Excellent communication skills to prepare clear visual, written, and spoken content to influence partners at various levels across the organization. A continuous improvement approach, willingness to challenge the status quo, and push for new thinking.

  • Ability to formulate and implement strategies around business intelligence, plan benchmarking, insights, and analytics. Strong grasp of data visualization best practices, ensuring insights are presented clearly, accurately, and in a way that drives business decisions.
  • Experience using business intelligence platforms to extract, join, and transform data for analysis (e.g., Power BI, Tableau, SQL, Excel). Strong understanding of business intelligence tools and data visualization techniques (Tableau, PowerBI, SQL).
  • Strong consulting practice with proven track record to listen, probe, and draw out deeper levels of understanding to assist with solutions and design needs.
  • Consistent track record in analyzing people and learning data to develop strong insights that guide strategy development and execution.
  • Experience crafting and developing survey instruments to drive data collection and insights.
  • Confirmed experience influencing partners through confident presentations and cross-collaboration with team members.
  • Analyze sophisticated data sets, identify trends, and extract relevant insights is essential for developing effective analytics and reporting products.
  • Conduct detailed market research to understand industry trends, client needs, and the competition.
  • Collaborate with different teams across WI HR and WI Talent & Learning to implement proposed strategies based on insights gleaned from analysis into organizational health, leadership development, and alignment to talent planning.
  • Ability to craft and implement analytics solutions that effectively communicate sophisticated analytics in a clear and understandable format on your own and/or working through a team.
  • Develop and present detailed reports and presentations for partners.
  • Compose prototype dashboards and routines that deliver actionable business intelligence.
  • Proficiency with survey authoring tools such as Qualtrics and the ability to build questions and frameworks to achieve a goal.
  • Works from a foundation of DARN with core data management practices and high levels of scrutiny to safeguard sensitive data. Ensuring the confidentiality and integrity of our data sets.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

As a member of the Workplace Investing Talent & Learning team, you will be part of a team with a vision to ignite a passion for continuous learning through interactive, memorable, and innovative experiences that develop confident and engaged associates who power the future of Fidelity. We value community with a fun and innovative culture where you will work with the business unit teams and HR to drive talent strategies to meet business outcomes and help to influence the associate experience.

Certifications:

Category:

Business Analysis

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that 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.

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 [email protected], 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

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

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 12,500 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 $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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