The Role Are you passionate about using data to drive strategic decisions and transform customer experiences? Do you thrive on uncovering insights by connecting the dots across diverse datasets: customer behaviors, transactional history, digital interactions, call transcripts, and financial metrics? If so, we invite you to join our forward-thinking team at Fidelity and make a real-world impact for over 40 million individual investors. The Expertise and Skills You Bring Customer Experience Storytelling Over 5 years of proven experience in analytics, insights, and experimentation, with a strong ability to translate complex data into clear, strategic narratives. Skilled at identifying customer pain points and success drivers, enabling leadership to uncover anti-digital friction and prioritize initiatives that enhance satisfaction, loyalty, and overall business performance. Analytical Versatility & Technical Fluency 10+ years of experience and deep expertise in SQL, Python, R, and data visualization tools (Tableau, Power BI, Qlik), with experience in big data platforms like Snowflake and Athena. Strategic Insight & Hypothesis-Driven Thinking You translate complex business questions into testable hypotheses and validate them through experimentation and data analysis, driving strategic decisions and customer-centric outcomes. Clear, Actionable Communication You deliver insights in a simple, clear, and actionable way to partners across all levels, bridging the gap between technical depth and business relevance. Cross-Functional Collaboration You thrive in agile, interdisciplinary teams, partnering across analytics, engineering, marketing, and product to deliver multidisciplinary solutions that benefit Fidelity and its customers. Digital & Behavioral Analytics You have experience with digital analytics tools (e.g., Adobe Analytics) and customer sentiment analysis, enabling a nuanced understanding of customer behavior across channels. Business Insight & Use Case Focus You consistently maximize analytical expertise to address real-world business challenges and bring deep expertise in crafting and performing A/B tests. Develop robust measurement strategies to evaluate business impact. Experience in Business Transformation Consulting is a strong plus. Continuous Learning & Intellectual Curiosity You demonstrate a growth mindset, staying abreast of innovations in analytics, data science, and machine learning, and proactively expanding your capabilities. Leadership Without Authority You shape results and unite collaborators from various teams, even while in an individual contributor position showcasing Fidelity’s values of leaders who serve and collective achievement. Educational Foundation Bachelor’s degree or equivalent experience in a quantitative or technical field (e.g., Data Analytics, Economics, Statistics, Finance); MBA or MS degree is considered advantageous. The Team We are searching for an innovative and team-oriented analytics expert to spearhead data-driven projects that influence business strategy, eliminate customer obstacles, and improve the customer experience. In this Individual Contributor role, you’ll be an indispensable member of the AACI team, embedded within Fidelity’s Brokerage business unit. You’ll work alongside an agile, interdisciplinary team with expertise across analytics, engineering, data science, marketing, and product development—driving experimentation and personalization across the Fidelity experience. Certifications Data Analytics and Insights Category Data Analytics and Insights 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 every other week (all business days, M-F) in a Fidelity office. 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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