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Manager, Workforce Analytics & Insights

Fidelity

Fidelity

Data Science
Merrimack, NH, USA · Westlake, TX, USA
Posted on Jan 16, 2026

Job Description:

Manager, Workforce Analytics & Insights

The Role

As a member of the Wealth Human Resources Analytics team, you will play a critical role in providing workforce insights to HR and business leaders across Fidelity Wealth. Our people are our greatest asset, and we aim to maximize this investment to deliver on our ambitious strategy. This role offers the opportunity to shape data-driven HR strategies and influence decisions impacting thousands of Fidelity associates. In addition, this role helps to support the HR function with improving our operations utilizing data-driven tools and approaches.

  • Support the Wealth HR organization by curating HR datasets and dashboards
  • Provide analytical support for strategic and tactical business decisions
  • Conduct and present insightful analyses on major trends, challenges and opportunities and build clear and effective visualizations (dashboard, metrics and PowerPoint presentations)
  • Develop predictive and prescriptive analytics to anticipate workforce trends and inform decisions
  • Help to drive improvements to the HR operational processes
  • Use variety of HR systems, tools and practices to fulfill data requests
  • Assist and advise with HR team on ad hoc requests as well as establishing self-service options
  • Balance responding to day-to-day reporting and analytics priorities while still making progress on project and backlog work
  • Build, establish and maintain positive, trusting working relationships with members of HR Analytics, HR Line, Talent Acquisition and other internal or external partners

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent with 5+ years of experience
  • Experience in data analysis, advanced reporting, or similar quantitative activities
  • Experienced with combining large data sets from various sources for complete analysis using Alteryx, SQL, or other methods
  • Ability to build end-to-end, automated, repeatable dashboards and analyses using Tableau or equivalent software
  • Hands-on experience with advanced analytics methods (e.g., Python, R, Machine Learning) is a plus, though conceptual familiarity and a willingness to learn is valuable
  • Microsoft Office expertise required, particularly with Excel and PowerPoint
  • Excellent presentation, communication, organizational and interpersonal skills
  • Demonstrable track record of building executive ready reports or presentations that effectively tell the story and provide insights
  • A curious and confident learner who asks questions and looks for innovative solutions to improve partnerships and work products
  • Ability to influence and consult with stakeholders by translating complex data into clear, actionable insights and recommendations
  • Ability to create compelling visualizations that highlight key insights in relevant data
  • You have strong organizational skills, attention to detail and quality, and a high degree of expertise with detailed processes and data
  • Ability to understand and help improve operational processes using best practices and automation tools such as Alteryx
  • Your ability to manage and prioritize multiple concurrent objectives or activities while meeting deadlines
  • You are a collaborative, self-motivated and proactive teammate, who organizes data and builds reports that answer key anticipated questions

Note: Fidelity will not provide immigration sponsorship for this position

The Team

The Wealth HR Analytics team plays a critical part in helping our leaders get visibility into the Fidelity Wealth workforce to ensure we can make the best decisions about our people. Wealth is the largest business unit at Fidelity with over 25,000 associates and includes our Advisor and Investor Services associates at the heart of Fidelity’s business model of serving retail customers. We are a very collaborative team, working within the team and with our stakeholders to deliver on our business needs. This role will have opportunity to partner with various members of the team to support Wealth HR leadership and their teams, as well as other focus areas such as data foundations, HR Analytics portal, or key focus areas such as Talent Management, Employee Pulse Survey, etc.

Certifications:

Category:

Business Analytics and Insights

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

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

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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