Director, Brokerage Strategy & Analytics

---

Job description

Job Description:

The Role

The Director, Strategy & Analytics reports to the VP, Brokerage Strategy and plays a key role in developing and managing an integrated growth strategy for Fidelity Brokerage, leveraging data-driven insights to inform strategic decisions and projects aligned with the business s priorities. The Director will be the point person for analytics efforts related to strategy and planning, and will collaborate with key partners, including brokerage group leaders, their strategy leads, Finance, and leaders across various business units.

The Value You Deliver

• Lead the analytics efforts to support the development and execution of growth strategies for Fidelity Brokerage
• Analyze complex data sets to uncover actionable insights that inform strategic priorities and decision-making processes
• Identify opportunities, develop hypotheses, and execute in-depth analyses to support strategic initiatives
• Partner cross-functionally with teams inside and outside of Brokerage to generate insights and translate them into strategic actions
• Own and monitor key business metrics, providing deep insights into trends and surfacing strategic recommendations
• Develop and maintain dashboards and reports to track key performance indicators (KPIs) and measure the impact of strategies, products, and initiatives
• Provide thought partnership to cross-functional teams, ensuring data is used thoughtfully and correctly to drive business decisions
• Create compelling presentations and materials to effectively communicate data-driven insights and strategic recommendations to senior leadership
• Support broader planning and business management responsibilities of the Strategy and Planning team during critical times, as needed

The Expertise and Skills You Have

• 5-8+ years of experience in an analytical role in management consulting, corporate strategy, product, business operations, or finance
• MBA degree or equivalent preferred (or similar experience)
• Comfortable with ambiguity and can understand sophisticated problems; can identify, analyze, and synthesize trends using data whenever possible
• Expertise in data analysis tools such as SQL, Excel, and data visualization tools (e.g. Tableau, Power BI, etc.)
• High intellectual curiosity and analytical orientation, high aptitude for problem solving using both fact-based and hypothesis-driven approaches
• Experience leading and contributing to an organization s top strategic projects including defining actionable strategies to grow businesses; leveraging outside-in perspectives informed by understanding of financial services market and consumer trends
• Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drives tough decisions
• Executive communication skills and ability to craft compelling, executive level presentations
• Strong organizational navigator and teammate who finds common ground and can drive alignment among management, colleagues, and peers using both personal interactions and written communications

Certifications:

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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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 .

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 .

<!– job description page –>