Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Are you energized by the opportunity to turn data into actionable insights? Do you thrive in roles that blend critical thinking, analytical depth, and cross-functional execution? If so, the BPM team is seeking a Business Analysis Leader to contribute to the evolution of our data and intelligence capabilities.

In this role, you'll lead and project manage the delivery of data products that support enterprise analytics, while also directing business analysis efforts across a portfolio of initiatives. You'll work across domains such as Assets and Flows, Customer and Client, and Interaction Data, helping to define requirements, validate solutions, and ensure alignment with business strategy.

As BPM evolves from delivering data products to enabling enterprise intelligence, you will help shape capabilities that combine trusted data, business context, visual storytelling, and AI-enabled analytics. You will play a key role in translating business needs into scalable intelligence solutions that accelerate insight generation, enhance decision support, and increase the value Finance derives from its data assets.

You'll partner closely with technology teams and business customers to:

• Lead cross-functional efforts from concept through delivery, managing timelines, risks, and communications
• Translate strategic priorities and business use cases into well-defined business requirements and actionable test plans
• Direct business analysis activities including data validation, issue resolution, and stakeholder alignment
• Support the development of scalable data products that drive decision-making
• Support the development of intelligence capabilities that combine data, analytics, visualization, and AI to deliver actionable business insights
• Help advance BPM Data Strategy and BPM's Intelligence Platform vision

Success in this role requires intellectual curiosity, a passion for data, and the ability to move fluidly between strategic vision and detailed execution. You'll be a key voice in how we use data, analytics, and AI to measure performance, uncover opportunities, and support leaders across the organization.

The Expertise and Skills You Bring

• A bachelor’s degree in Finance, Data Analytics, or equivalent; MBA or advanced degree preferred
• 8 plus years of professional experience in Finance or Business/Data Analysis
• Deep understanding of data architecture and business/data analysis practices, capable of mentoring and training others
• Critical thinker and problem-solver with the ability to design, implement, and optimize routines and processes for greater efficiency and effectiveness.
• Strong executive communication skills with expertise conveying complex information and data simply and meaningfully
• Thrives in a fast-paced organization, prioritizes well, and takes accountability for their work and the work of the team
• Experience leading projects, ideally related to data
• Solid understanding and use of data visualization tools (Tableau, Power BI, etc)
• Experience working with SQL, including querying and manipulating data in Snowflake and relational databases
• Confidence, business maturity, and presence to work independently and collaborate well across all levels of the organization
• Flexibility, and resourcefulness to lead several priorities in a deadline driven environment while having comfort with ambiguity
• Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics
• Ability to take initiative and seek creative solutions that challenge conventional approach
• Strong interpersonal skills, proactively building consultative relationships across Finance, Technology and the business

The Team

The Director of Business Analysis is a member of the Business Performance Measurement (BPM) team, whose mission is to deliver actionable insights and analysis across the enterprise. BPM has established a strong foundation of trusted data products and is now evolving into an Intelligence Platform that combines data, business context, visual storytelling, and AI-enabled analytics to accelerate insight generation and decision support across Finance.

In partnership with Technology and business stakeholders, BPM develops scalable data and intelligence capabilities that enable better decisions, drive strategic growth, and increase the impact of analytics across the organization.

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.

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.

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