Vice President, Analytics and Performance Insights

Do you enjoy understanding what makes a business run and thinking how it can run even better? The Vice President, Analytics and Performance Insights will help the Brokerage Client Services organization maximize their opportunity by developing plans to improve business performance and understand what is driving results for our associates, leaders, and customers. You will lead a team of 10+ analysts across our regional centers and will be responsible for helping them develop their skills and aligning them with work to help them grow.

The Expertise We're Looking For

• 10+ years working in Planning, Finance or Analytics.
• Bachelor's degree required; Master's degree preferred.
• Prior experience with Alteryx, Tableau, PowerPoint, Salesforce, or similar tools
• Demonstrated expertise leading dispersed teams.
• Prior experience in customer-facing roles or a direct support function
• Strong project management skills; experience managing multiple projects across multiple partners.
• Prior experience in an Agile system of work

The Purpose of Your Role

The Vice President works within our Analytics & Performance Insights Team in Brokerage to provide meaningful insights on how our business is performing. On a typical day, you will be interacting with our Field Leaders and headquarters peers but also partnering with technology and data teams to help move work forward. You will collaborate withour data and reporting teams to represent our needs on a wide range of projects ranging from business performance monitoring, AI use cases, executive scorecards, and ad hoc analytics.

The Skills You Bring

• You have a passion for coaching and inspiring your team.
• You are a thoughtful planner but can be nimble when adjustments are needed.
• You tell it like it is and are willing to hold team members and business partners accountable.
• You value pace over perfection but understand the appropriate time and place for both methods.
• Ability to think strategically for long term planning, while also balancing and understanding the tactical details to execute with success.
• Ability to match team members to work that will provide learning opportunities and a chance to highlight their skills.
• You have a knack for sorting through ambiguity and finding simplicity on the other side of complexity.

The Value You Deliver

• Providing leadership and coaching to a team of business analysts
• Becoming a trusted voice and subject matter expert on analytic tools and approaches
• Connecting intentionally with peers and stakeholders to align resources to work that has been prioritized.
• Enabling the team to focus on high priority work by articulating the business value, supported by data, and respecting the opinions and ideas of others.

How Your Work Impacts the Organization

The Vice President, Analytics & Performance Insights is part of Fidelity's Brokerage group, specifically within the Strategy, Planning & Enablement Team. We provide holistic reporting and analytics support to the Brokerage Client Services organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. A career at Fidelity means you will be the one who will personally collaborate with them to help achieve their dreams- whether that is saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that is why we will surround you with amazing, supportive people and all the tools you need.

Company Overview

At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

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).

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, detailed in this document, 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.

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 [email protected].