Director, Business Analyst: Digital Strategy and Solutions (Personalization)

The Role

As a member of the Digital Channels Personalization team, you will partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences (web and mobile platforms). This exciting new Squad will be focusing on leveraging the full breadth of our Personalization tools to create connected cross-channel customer experiences focused on specific customer outcomes to train and strengthen our AI/ML models and create an individualized and scalable landing solution for customer content refinement and decision support.

As a Director Level Analyst, you will:

• Collaborate with and champion relationships across multi-functional teams, including business partners, analytics, artificial intelligence, technology, product, and marketing teams to ensure successful delivery of new initiatives and continuous measurement of outcomes.
• Work alongside various team leaders and management to create and present impactful, results driven goals, product roadmaps, and success stories
• Support delivering initiatives, including strengthen AI/ML models by utilizing outcome data and analytics, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.
• Employ strong story telling skills, conveying the vision and impact of digital solutions by helping to create and utilize data analytic measurement strategies and visualizations
• Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.
• Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.
• Stay updated with industry trends in customer experience and personalization.

Expertise and Skills

• Bachelor’s degree or equivalent in business, computer science, data analytics, or a similar field (Masters a plus)
• 7+ years of work experience as an analyst in a business intelligence, digital solutions, or financial services environment
• Background with various investment products offered through Wealth, Brokerage, and Workplace Investing (Series 6, 7, 63, or equivalent is a plus)
• Excellent problem-solving skills and attention to detail.
• Experience in leading and delivering complex and highly visible projects throughout an organization
• Ability to lead, communicate, and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.
• Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.
• Exposure to Data Analytics, artificial intelligence / machine learning techniques is a plus.

The Team

As Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.

This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our web and mobile platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.

As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.