Director, Portfolio Reporting Platform

Fidelity; United States; On-site; USD 180,000 - 260,000; Full time

Job summary

Fidelity is seeking a senior technology leader to transform Fidelity Portfolio Reporting into a governed, scalable enterprise capability. You will define and execute a strategy for modernizing our Power BI reporting ecosystem, moving beyond dashboards toward a platform-based model built on reusable capabilities, governed data, and AI-enabled insights.

You will lead platform modernization, governance, and a Hub-and-Spoke operating model that emphasizes shared ownership, persona-based experiences,

Qualifications

• 10+ years leading enterprise BI, analytics, or data visualization organizations.
• 5+ years of Power BI platform leadership in enterprise-scale environments.
• Experience building enterprise reporting platforms and reusable capabilities.
• Deep expertise with Microsoft Power BI including architecture, governance, and lifecycle management.
• Strong understanding of modern data architectures, data lakes, semantic layers, and data products.
• Experience with Hub-and-Spoke or governed contribution reporting models.
• Excellent data storytelling and executive communication skills.
• Strategic thinking with focus on long-term platform impact.
• Experience partnering with product, UX, and business teams to design BI experiences.

Responsibilities

• Define and execute the portfolio reporting platform strategy and modernization roadmap.
• Transform reporting into modern, persona-based experiences aligned to business journeys.
• Establish a scalable operating model with reuse and shared ownership across teams.
• Lead governance, certification, lifecycle management, and contribution processes.
• Foster a Hub-and-Spoke operating model balancing enterprise standards with business flexibility.
• Partner with product, UX, data engineering, and AI teams to shape AI-enabled reporting.

Skills

Power BI leadership

Enterprise BI

Data governance

Strategy & roadmaps

Stakeholder management

Tools

Power BI

Job description

Job Description

Note: Fidelity will not provide immigration sponsorship for this position

The Role

We are seeking a senior technology leader to transform Fidelity Portfolio Reporting into a governed, scalable, and reusable enterprise capability. This leader will define and execute the strategy for modernizing our enterprise PowerBI reporting ecosystem, moving beyond traditional dashboard delivery toward a platform-based model built on reusable capabilities, governed semantic data, modern digital experiences, and AI-enabled intelligence.

The long-term vision is a modular, persona-based reporting experience organized around business journeyas and decision-making workflows rather than disconnected reports. The new generation of reporting will deliver clear business narratives and trusted decision-making support, provide consistent web-based user experiences, and be fronted by a conversational AI layer that enables users to either navigate directly to trusted reporting assets or explore data through governed natural language and text-to-SQL interactions.

You will transform reporting into a scalable, enterprise-wide platform that delivers trusted insights and supports data-driven decision making. Your leadership will:

• Define and execute a clear reporting strategy and modernization roadmap.
• Simplify and standardize the reporting ecosystem through reusable platform capabilities and governance.
• Increase adoption of certified metrics and governed business logic.
• Improve consistency, trust, scalability, and execution discipline across reporting experiences.
• Advance the future of reporting through modern UX, conversational AI, and guided analytics experiences.

Key Responsibilities

Reporting Platform Strategy and Modernization

• Define and execute the portfolio reporting platform strategy and modernization roadmap.
• Transform reporting from collections of dashboards into modern, persona-based experiences aligned to business journeys and decision-making workflows.
• Establish a scalable operating model that promotes reuse, contribution, and shared ownership across reporting teams.

Platform Enablement and Governance

• Simplify the reporting landscape through consolidation, standardization, design patterns, reuse, and retirement of redundant solutions.
• Establish governance, certification, lifecycle management, and contribution processes.
• Lead a Hub-and-Spoke operating model balancing enterprise standards with business flexibility.

Semantic Platform and AI Integration

• Drive adoption of certified metrics, governed business logic, and shared semantic assets.
• Partner with Semantic Platform, Data Engineering, and AI teams to shape the future of AI-enabled reporting, conversational analytics, and decision support.

Customer Experience and Product Management

• Deliver persona-based reporting experiences grounded in customer journeys and business outcomes.
• Use customer insights, adoption metrics, and feedback to continuously improve the reporting experience.

Leadership and Execution

• Lead and develop reporting platform leaders and BI teams to execute the reporting modernization strategy and roadmap.
• Drive execution through clear priorities, accountability, measurable outcomes, and talent development.
• Foster a platform-first culture focused on scalable enterprise capabilities over individual report delivery.
• Build strong partnerships across business, data, semantic platform, product, and AI organizations.

The Expertise and Skills You Bring

• 10 plus years leading enterprise BI, reporting, analytics, or data visualization organizations, including 5 plus years of PowerBI platform leadership in enterprise-scale environments.
• Proven success leading enterprise-scale reporting organizations through platform modernization, governance, and operating model transformation.
• Experience building enterprise reporting platforms and reusable capabilities rather than managing individual dashboard delivery.
• Deep expertise with Microsoft Power BI and enterprise BI platform management, including architecture, governance, performance optimization, and lifecycle management.
• Strong understanding of modern data architectures, including data lakes, semantic layers, dimensional modeling, certified metrics, business logic governance, and data products.
• Experience implementing Hub-and-Spoke or governed contribution reporting models.
• Highly analytical with a proven ability to translate complex data into business outcomes, strategic insights, and executive-level recommendations.
• Outstanding data storytelling and communication skills, with the ability to distill complex information into compelling narratives for executive and business audiences.
• Exceptional strategic thinking and problem-solving capabilities with a focus on long-term business and platform impact.
• Experience partnering with product, UX, and business teams to design BI experiences aligned to user journeys and business outcomes.
• Strategic platform mindset with the ability to