Job Description:
Senior manager, personalized planning & advice
The Role
The Senior Manager, Personalized Planning & Advice (PP&A) is responsible for performing data analysis to identify trends and opportunities to make platform and process improvements and reduce operational risk across the PP&A product area. Your problem solving and technical skills along with ability to synthesize findings, developing practical and realistic recommendations, and communicate results will help you excel at this position. The role blends expertise in data and analytics with a passion for delivering results in order to advocate for the participant and plan sponsor experiences.
The Expertise and Skills You Bring
Bachelor s Degree required
Outstanding analytical, conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendations
Strong communication skills and proven ability to discuss and present ideas to colleagues and business partners to influence decision making
Strong project management skills with ability to take ownership of a business issue, lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate business partners, and see resolution of issue through to completion
Experience with Workplace Investing systems and platforms preferred including FPRS, WPDT, XTRAC, Plan Sponsor Webstation and Focuspoint
Expertise with industry-leading analytics approaches and tools (e.g., Snowflake, SQL, Tableau) to transform data into impactful insights
Experience building visualizations to drive strategic business decision making, and empower teams with self-service analytics
Experience in managed accounts valued
Ability to identify trends and opportunities allowing the team to make platform improvements and reduce operational risk
Flexibility to manage multiple projects and reprioritize in a fast-paced environment
Self-motivated, able to take initiative and achieve strong results in an environment where collaboration is required
Passionate about the strategic use of data to drive business results
Demonstrated intellectual curiosity, initiative, and a passion for learning new skills and capabilities
Use data to identify trends and opportunities to make platform and process improvements and reduce operational risk
Reduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate them
Triage, analyze, and resolve PP&A issues and service recoveries
Work with squads and production support functions to drive root cause analysis and mitigate production issues
Collaborate with technology and business teams to deliver high-quality solutions for business problems
The Team
Fidelity Investments is the leader in providing workplace advice solutions to plan sponsors and retirement intermediaries. One of our key priorities is to enable record keepers, plan sponsors, and participants to maximize the benefit of their retirement plans by offering an integrated advice offering to enable participants to make the optimal investment decision for their retirement savings.
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .