Job Description:

Note: Fidelity will not provide immigration sponsorship for this position. 

Are you looking for a role that is fast paced and passionate about influencing business strategy to drive scale and efficiency across the Investment Advisory Group (IAG)? If so, then a Senior Analyst role on the Distribution Capacity team is for you! We interact with all levels of leadership, utilizing critical reporting, business analytics, and impactful communication to deliver strategic insights to influence key business and workforce decisions.

The Senior Analyst role will partner closely with business leaders and support teams to build and evaluate ongoing operational staffing needs and long-range planning. Your analysis and insights will enable strategic decisions, including future projected demand, staffing strategies, business investments and multi-year site strategy. You will also lead projects with broad scope and impact to provide business leadership with new perspectives and innovative ways to further optimize the workforce to allow us to help more people plan, invest, and navigate important financial decisions.

The Expertise and Skills You Bring

• Bachelors degree in Business, Finance, Economics, Engineering or similar field, with equivalent experience considered; MBA preferred but not required

• Experience in financial / operational modeling, analysis and business case development

• Excellent verbal, written communication and presentation skills

• Intellectual curiosity and analytic experience utilized to deliver key insights and solutions for sophisticated business problems, SQL/Snowflake experience a plus

• Experience with digital analytical tools and visualization software to build and improve web analytics dashboards, reports and identify key insights

• Ability to develop and influence relationships across all management levels

• Highly organized and able to prioritize your work independently

• Excellent written and verbal communication skills used to connect with leaders and business partners

• Strong project management skills will provide structure to enable successful results

• Understanding of financial/accounting or workforce management principles is a plus

The Value You Deliver

• Work closely with leaders and business partners to deliver analysis and insights to support the development and ongoing assessment of operational forecasts, staffing strategies, and multi-year business plans

• Identify trends and relevant information to help leaders build effective staffing plans, evaluate performance, and clearly understand team and associate capabilities

• Assess the impact of improvements and new product initiatives on long range staffing plans and contribute to business case development

• Build trust and use key working relationships with a distributed leadership team, finance, HR and other key business partners to enable value in the organization

• Develop and improve analytic tools/models/dashboards through automation, contributing to the evolution of our team’s analytic and business intelligence capabilities

The Team

The distribution capacity team partners with all levels of the organization to drive scale and efficiency across the Investment Advisory Group(IAG), an organization that spans 215 local branches, 8 regional centers and consists of over 9,000 employees. We do this by developing fact-based, data-driven insights to inform multi-year business strategies and the day-to-day execution of business plans. Our methodologies and analytics enable our business leaders to better understand their organizations’ capabilities and establish a credible point-of-view for strategic staff planning, budgeting, and workforce optimization opportunities.

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:

Business Analysis

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.