Job Description: Job Title: Manager, Data Analytics and Insights Role Purpose This role is part of the Analytics Research & Data (ARD) business unit. As a Lead, you will combine strong technical expertise with a deep understanding of the business to enable data‑driven decision‑making at Fidelity. Your insights will directly shape strategic initiatives, influence key business outcomes, and support long‑term growth. The Value You Deliver Partner closely with business stakeholders to develop analytical insights that inform, optimize, and influence business strategy. Analyze complex datasets to uncover the “why” behind trends and patterns, translating findings into actionable recommendations that drive informed decision‑making. Key Skills for Success Technical & Behavioral Competencies Strong proficiency in SQL and Snowflake for data extraction, analysis, and validation. Expertise in creating compelling, executive‑ready data visualizations using tools such as Power BI and Tableau. Ability to tell clear, impactful data stories that surface insights, opportunities, and risks. Skilled in translating business questions into testable hypotheses and validating them through experimentation or advanced analytics. Demonstrated critical thinking and structured problem‑solving capabilities, with the ability to address the “so what” and “what if,” and recommend decisive actions. Excellent communication and presentation skills, capable of conveying complex analytical insights clearly and concisely to varied audiences. Proven ability to collaborate cross‑functionally, working effectively with diverse teams to align outcomes with organizational and customer goals. High curiosity, strong ownership mindset, and a commitment to continuous learning and improvement. The Expertise We Are Looking For 5+ years of relevant analytics experience delivering measurable business impact through data‑driven insights, with advanced SQL proficiency. Deep experience in KPI development, reporting, and dashboarding, including executive‑level reporting using Tableau or Power BI. Bachelor’s degree in Economics, Statistics, Finance, or a related STEM field required; MBA or MS preferred. How Your Work Impacts the Organization Analytics Research & Data (ARD) is a forward‑looking insights organization focused on anticipating client needs and predicting future behaviors through data, analytics, customer research, and AI‑driven solutions. As part of ARD, your work will play a critical role in shaping Fidelity’s future—enhancing client experiences, enabling smarter decisions, and building enduring customer relationships. Certifications: Category: Business Analytics and Insights At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Manager, Data Analytics and Insights.

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