What are the responsibilities and job description for the Senior Manager, Advanced Data Analytics & Insights (Healthcare Analytics) position at Fidelity Investments?
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Senior Manager, Advanced Data Analytics & Insights | Healthcare Analytics
The Role
At Fidelity, data is one of our most valuable assets. Every day, our platforms capture millions of participant interactions and transactions across digital and service channels, including web, mobile, and phone. The true power of that data comes from our ability to transform it into actionable insights that drive better business decisions, improve customer experiences, and support strategic growth.
We are seeking a highly analytical, collaborative, and curious data professional to join the Workplace Investing Technology Data Analytics & Insights team. In this role, you will be embedded within a delivery team focused on Fidelity Health offerings, including Health Savings Accounts (HSAs) and Health & Welfare solutions.
As a key member of the team, you will help uncover insights that influence business strategy, product development, client outcomes, and participant engagement. You will support initiatives spanning acquisition, retention, customer value, measurement, experimentation, and executive reporting. Your work will directly contribute to Fidelity Health's ability to scale growth, optimize experiences, and maximize the value of its products and services.
This role offers the opportunity to work across a diverse portfolio of product and client analytics initiatives, delivering dashboards, reports, ad hoc analyses, and strategic recommendations that empower data-driven decision making.
The Expertise And Skills You Bring
The Workplace Investing Technology Data Analytics & Insights team is responsible for developing and deploying analytical solutions that deliver actionable intelligence, transformational insights, automation, and measurement capabilities across Fidelity's Workplace Investing business.
Through strategic partnerships with business and technology/engineering teams, we help optimize customer experiences, improve business performance, and support innovation through data-driven decision making.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations may vary by location and position and are subject to change as the rollout progresses. This transition does not apply to fully remote positions.
Please note that Fidelity's business is governed by federal and state securities, investment, and retirement regulations, as well as the rules of various self-regulatory organizations, including FINRA. As a result, certain regulatory requirements may affect eligibility for employment based on specific criminal histories.
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.
Category:
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.
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:
Data Analytics and Insights
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.
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:
Data Analytics and Insights
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.
Job Description:
Senior Manager, Advanced Data Analytics & Insights | Healthcare Analytics
The Role
At Fidelity, data is one of our most valuable assets. Every day, our platforms capture millions of participant interactions and transactions across digital and service channels, including web, mobile, and phone. The true power of that data comes from our ability to transform it into actionable insights that drive better business decisions, improve customer experiences, and support strategic growth.
We are seeking a highly analytical, collaborative, and curious data professional to join the Workplace Investing Technology Data Analytics & Insights team. In this role, you will be embedded within a delivery team focused on Fidelity Health offerings, including Health Savings Accounts (HSAs) and Health & Welfare solutions.
As a key member of the team, you will help uncover insights that influence business strategy, product development, client outcomes, and participant engagement. You will support initiatives spanning acquisition, retention, customer value, measurement, experimentation, and executive reporting. Your work will directly contribute to Fidelity Health's ability to scale growth, optimize experiences, and maximize the value of its products and services.
This role offers the opportunity to work across a diverse portfolio of product and client analytics initiatives, delivering dashboards, reports, ad hoc analyses, and strategic recommendations that empower data-driven decision making.
The Expertise And Skills You Bring
- Bachelor's degree or equivalent experience with 7 years of experience delivering analytics and insights that drive business outcomes.
- Degree in a quantitative field such as Data Analytics, Business Analytics, Statistics, Economics, Mathematics, Finance, or a related discipline. Advanced degree (MBA or MS) is a plus.
- Knowledge of analytics methodologies, including data profiling, data mining, statistical analysis, predictive modeling, measurement, and reporting.
- Strong written, verbal, presentation, and stakeholder communication skills with the ability to translate complex findings into clear business recommendations.
- Strong experience working with large-scale data environments and querying languages.
- Passion for leveraging data and analytics to influence strategy and improve business performance.
- Demonstrated ability to apply advanced analytical techniques to solve complex business challenges (e.g. causal analysis, forecasting, A/B testing, attribution modeling, etc.)
- Excellent problem-solving capabilities with experience in strategy development, business analysis, opportunity assessment, and value realization.
- Proficiency with modern analytics and data technologies, including SQL, Python, R, Snowflake, Tableau, Power BI, Adobe Analytics, or similar platforms.
- Experience integrating and transforming data from multiple sources to support analytical use cases.
- Ability to conduct deep-dive analyses to evaluate digital and non-digital experiences, validate hypotheses, and identify meaningful success metrics.
- Experience developing measurement plans, analytics roadmaps, and learning agendas.
- Proven ability to adapt and prioritize effectively in a fast-paced, evolving environment.
- Passion for data storytelling and creating compelling visualizations that drive action.
- Leverage structured and unstructured data to uncover insights that drive meaningful business outcomes.
- Partner closely with product, technology, and business teams to solve complex challenges through analytics.
- Deliver actionable insights, reporting, and recommendations that enable informed decision making.
- Support Workplace Investing in making objective, data-driven strategic decisions.
- Identify opportunities to innovate through advanced analytics, emerging technologies, and modern data capabilities.
- Advance data democratization efforts by creating scalable self-service reporting and visualization solutions.
- Continuously improve analytics capabilities, methodologies, and best practices across the organization.
- Thrive as a collaborative, results-oriented teammate within an agile environment.
The Workplace Investing Technology Data Analytics & Insights team is responsible for developing and deploying analytical solutions that deliver actionable intelligence, transformational insights, automation, and measurement capabilities across Fidelity's Workplace Investing business.
Through strategic partnerships with business and technology/engineering teams, we help optimize customer experiences, improve business performance, and support innovation through data-driven decision making.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations may vary by location and position and are subject to change as the rollout progresses. This transition does not apply to fully remote positions.
Please note that Fidelity's business is governed by federal and state securities, investment, and retirement regulations, as well as the rules of various self-regulatory organizations, including FINRA. As a result, certain regulatory requirements may affect eligibility for employment based on specific criminal histories.
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.
Category:
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.
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:
Data Analytics and Insights
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.
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:
Data Analytics and Insights
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.