Director, Advanced Data Analytics and Insights

Fidelity Investments; Durham (NC); On-site; USD 180,000 - 240,000; Full time

Job summary

Fidelity Investments Inc. is seeking a senior data analytics leader to manage the flow of business intelligence information and provide support for reports and dashboards.

You will analyze industry and geographic trends, leverage AI solutions, and drive scalable analytics across Snowflake and Tableau in a financial services environment. The role emphasizes enterprise BI platform administration, governance, and collaboration with finance and technology to deliver insights that shape business

Qualifications

• Experience designing cloud-based BI platforms with Tableau in financial services.
• Enterprise semantic modeling and multi-dimensional data architectures.
• Exposure to data governance and data cataloging integrations.

Responsibilities

• Provide recommendations to improve customer experience by analyzing cross-channel data.
• Surface insights to drive stronger business outcomes.
• Perform model evaluation, tuning, and deployment readiness for analytics techniques.
• Analyze technology trends to identify markets for future product development.
• Maintain and update BI tools, dashboards, and data sources.

Skills

Tableau

Snowflake

AtScale

AWS

Alation

Data governance

Education

Bachelor's degree

Master's degree

Tools

Tableau Server

AtScale

Alation

Snowflake

Adobe Campaign

Salesforce Marketing Cloud

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Position Description :

Manages the timely flow of business intelligence information to users, and provides technical support for existing reports and dashboards. Identifies and analyzes industry and geographic trends with business strategy implications. Anticipates and predicts client needs and future behaviors using data, analytics, customer, research and AI solutions. Processes large sets of structured and unstructured data using cloud technologies - Snowflake and AWS. Navigates across a wide range of data sources and systems to deliver analytic and visualization capabilities that enable business partners to transform data into impactful insights. Leverages industry-leading analytics approaches, database analytics, digital analytics, data visualization and tools (including Unica, Adobe Campaign, Salesforce Marketing Cloud, and Simon Data).

Primary Responsibilities:

• Provides recommendations on areas of opportunity to improve customer experience by analyzing cross-channel engagement and transactional and behavioral data.
• Surfaces and offers important ideas and recommendations to drive stronger business outcomes.
• Performs model evaluation, tuning and performance, and ensures the operationalization and scalability of scientific techniques.
• Analyzes technology trends to identify markets for future product development or to improve sales of existing products.
• Devises methods for identifying data patterns and trends in available information sources.
• Maintains or updates business intelligence tools, databases, dashboards, systems, or methods.

Education and Experience :

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Chemistry, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) designing and administering cloud-based business intelligence platforms using Tableau in financial services environments.

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Chemistry, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) designing and administering cloud-based business intelligence platforms using Tableau in financial services environments.

Skills and Knowledge :

Candidate must also possess:

• Demonstrated Expertise designing, developing, and implementing enterprise semantic models and multi-dimensional data architectures using AtScale deployed on Amazon EKS; and applying AtScale Tableau optimization techniques, including query pushdown, aggregate awareness, caching strategies, and semantic model design patterns, to maximize performance, scalability, and governed self-service analytics on Snowflake integrated with Tableau.
• Demonstrated Expertise establishing enterprise metric governance frameworks by defining, certifying, and maintaining business logic within AtScale semantic layers; and integrating semantic models with Alation for data cataloging, certified metric documentation, data lineage, and asset discoverability to ensure metric consistency, traceability, and reliability across enterprise datasets.
• Demonstrated Expertise administering and operating enterprise BI platforms across AtScale and Tableau, including semantic layer lifecycle management, model versioning, access control enforcement, and Tableau Server/Site administration; and conducting end-to-end performance profiling across the Snowflake-AtScale-Tableau stack to identify, isolate, and remediate system bottlenecks.
• Demonstrated Expertise translating finance reporting constructs, including P&L, balance sheet, variance analysis, and forecasting, into governed data models; aligning solutions with regulatory and compliance requirements; and driving requirements rationalization, data model standardization, and cross-functional delivery across finance and technology organizations.

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Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Data Analytics and Insights

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.