Director, Portfolio Reporting Platform

Fidelity Investments Inc.; Westlake (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

Fidelity Investments in Westlake, TX seeks a senior technology leader to modernize its enterprise Power BI reporting platform with governance, AI, and scalable capabilities.

You will define strategy, roadmaps, and a Hub-and-Spoke operating model to unify dashboards into persona-based experiences and trusted insights for data-driven decisions across the enterprise.

Qualifications

• 10+ years leading enterprise BI, reporting, analytics or data visualization.
• 5+ years Power BI platform leadership in large-scale environments.
• Experience building enterprise reporting platforms and reusable capabilities.

Responsibilities

• Define and execute the portfolio reporting platform strategy and modernization roadmap.
• Transform reporting into modern, persona-based experiences aligned to business journeys.
• Establish governance, lifecycle management, and contribution processes.
• Lead a Hub-and-Spoke operating model balancing standards with business flexibility.
• Drive adoption of certified metrics and governance across reporting experiences.
• Partner with semantic, data, product, and AI teams to shape AI-enabled reporting.

Skills

Power BI platform leadership

Enterprise BI leadership

Data storytelling

Executive communication

Governance and operating model

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 journeys 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 think beyond individual reports to enterprise-scale capabilities and experiences.
• Ability to define and communicate a compelling vision for the convergence of reporting, semantic platforms, and conversational AI.
• Proven ability to translate strategy into roadmaps, measurable outcomes, and predictable execution.
• Ability to simplify complex reporting ecosystems through reuse, common patterns, and shared services.
• Customer-centric approach with experience designing persona-based, journey-driven experiences.
• Strong collaboration and influencing skills across business, reporting, data, semantic, product, and AI organizations.
• Ability to establish governance and controls that accelerate delivery rather than create bureaucracy.
• Exceptional communication skills with both executive and technical audiences.
• Proven leadership in developing high-performing teams and fostering accountability, innovation, and continuous modernization.

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:

Information Technology

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.