Director, Advanced Data Analytics and Insights

Fidelity Investments; Durham (NC); On-site; USD 140,000 - 180,000; Full time

Job summary

Fidelity Investments is seeking an analytics expert to drive data-informed decisions and transformative customer experiences. In this IC role within Fidelity’s AACI team, you’ll deliver insights across datasets, from customer behavior to financial metrics, and influence strategic outcomes.

You will synthesize complex analyses for stakeholders, champion experimentation, and leverage AI and cloud analytics to scale impact across the Fidelity experience.

Qualifications

• 10+ years turning data into meaningful insights that influence strategy, improve customer experiences, and drive measurable business outcomes.
• Bachelor’s degree or equivalent experience in a quantitative field; MBA or MS degree is advantageous.
• Proven ability to create innovative measurement frameworks, benchmarking approaches, and performance metrics that help leaders make confident, data-driven decisions.

Skills

Data storytelling

SQL

Python

R

Tableau

Power BI

GitHub

Cloud data platforms

AI & Generative AI

Stakeholder influence

Education

Bachelor's degree in a quantitative field

MBA or MS degree advantageous

Tools

GitHub

Power BI

Job description

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about using data to drive strategic decisions and transform customer experiences? Do you flourish with uncovering insights by connecting the dots across diverse datasets customer behaviors, transactional history, interactions and financial metrics?

If so, we invite you to join our forward-thinking team at Fidelity and make a real-world impact for over 40 million individual investors. Candidates must be able to demonstrate data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.

The Expertise And Skills You Bring

• 10 plus years of experience turning data into meaningful insights that influence strategy, improve customer experiences, and drive measurable business outcomes.
• Bachelor’s degree or equivalent experience in a quantitative of Data Analytics, Economics, Statistics, Finance); MBA or MS degree is considered advantageous.
• Proven ability to create innovative measurement frameworks, benchmarking approaches, and performance metrics that help leaders make confident, data-driven decisions and enable scale.
• Strong strategic problem solver who excels at translating complex business questions into actionable insights through analytics, experimentation, and evidence-based approaches.
• Advanced analytical expertise with tools such as SQL, Python, R, Tableau, Github and Power BI, along with experience working in modern cloud-based data environments.
• Passion for understanding customer behavior through digital, journey, and live experience analytics, uncovering opportunities to enhance engagement and satisfaction.
• Exceptional communication and storytelling skills, with the ability to simplify complex analyses and influence stakeholders at all levels of the organization.
• Collaborative leader who thrives across functions and embraces emerging technologies, including AI and Generative AI, to accelerate insights, improve efficiency, and drive innovation.

The Team

We are searching for an innovative and team-oriented analytics expert to spearhead data-driven projects that influence business strategy, eliminate customer obstacles, and improve the customer experience. In this Individual Contributor role, you’ll be an indispensable member of the AACI team, embedded within Fidelity’s Brokerage business unit.

You’ll work alongside an agile, interdisciplinary team with expertise across analytics, engineering, data science, marketing, and product development - driving experimentation and personalization across the Fidelity experience.

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.