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Senior Manager, Business Analyst

Fidelity

Fidelity

IT
Boston, MA, USA
USD 91,975-95k / year
Posted on Feb 25, 2026
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Job Description:

    Position Description:

    Directs the aggregation and manipulation of data using SQL to identify and resolve data quality issues in the Client Data Lake. Manages databases and develops advanced data visualization solutions using Salesforce, LinkedIn Sales Navigator Platform, Microsoft Teams, DOMO, and Tableau. Supports a variety of ad-hoc requests from across the business on non-ERG client relationships, demonstrating flexibility and responsiveness. Performs validation and tests models to ensure adequacy, and reformulates models as necessary to enhance accuracy and reliability. Leads the design and development of decision support software, services, or products, using cutting-edge technologies and methodologies.

    Primary Responsibilities:

    • Conducts research, analysis, and reporting, including preparing company briefing materials, quarterly reports, scorecards, surveys, annual financials, and quarterly asset tables.
    • Oversees the gathering and analysis of data to support key client sectors through shared business intelligence, enterprise client strategies, strengthened executive relationships, and coordinated relationship management and sales activities.
    • Liaises across all business units to collect client and relationship data, and conducts bi-annual account plans, ensuring alignment with organizational goals.
    • Drives automation and digitization, maintaining and enhancing client-by-client relationship strategies.
    • Provides detailed reporting and analysis for senior management on covered clients, offering strategic insights and recommendations.
    • Prepares comprehensive management reports defining and evaluating problems, recommending solutions, and tracking the progress of implemented strategies.
    • Collaborates with senior managers and decision makers to identify and solve a variety of complex problems, clarifying management objectives, and ensuring successful implementation of chosen solutions.
    • Formulates and applies advanced mathematical modeling and other optimizing methods to develop and interpret information that assists management with decision making, policy formulation, or other managerial functions.
    • Stays abreast of industry trends and advancements and applying this knowledge to drive innovation and maintain a competitive edge.

    Education and Experience:

    Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Senior Manager, Business Analyst (or closely related occupation) performing business analysis in a financial services environment to support strategic planning and enterprise-level client relationship development, using Microsoft Excel and data visualization tools (Salesforce, PowerBI and Tableau).

    Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Manager, Business Analyst (or closely related occupation) performing business analysis in a financial services environment to support strategic planning and enterprise-level client relationship development, using Microsoft Excel and data visualization tools (Salesforce, PowerBI and Tableau).

    Skills and Knowledge:

    Candidate must also possess:

    • Demonstrated Expertise (“DE”) presenting strategic insights and business recommendations to senior executives (Executive Vice Presidents (EVPs) and Senior Vice Presidents (SVPs)), using competitor research, institutional client data, and visualization tools -- PowerBI and PowerPoint.
    • DE running competitor strategy programs, reviewing industry intelligence, and using Strengths, Weaknesses, Opportunities, Threats (SWOT) and Objectives and Key Results (OKR) frameworks to develop and present strategic recommendations for institutional clients.
    • DE analyzing, manipulating, and visualizing client and competitor data for use in dashboards, management reports, and client strategies, using Microsoft Excel, PowerBI, Tableau, and PowerPoint.
    • DE building and maintaining business intelligence dashboards to summarize strategic trends and support relationship decision-making, using PowerBI, Tableau, and Excel.

    Salary: $91,975.00 - $95,000.00/year.

    #PE1M2

    #LI-DNI

    Certifications:

    Category:

    Business Analysis

    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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

    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.

    Company overview

    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

    AI Guidelines

    Learn about our guidelines for use of AI when applying for a Fidelity job

    If you would like to request an accommodation, please contact us at:

    accommodations@fmr.com

    Apply

    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 Best Place to Work in 2026. 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).

    We invite you to Find Your Fidelity at fidelitycareers.com.

    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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

    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 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.

    Benefits
    Learning & development
    Culture

    Benefits that adapt to everything life sends your way

    401(k) with company match

    Medical, dental, vision and prescription drug coverage

    16-week maternity leave & 12-week parental leave

    Student loan assistance

    Fidelity is invested in you

    Committed to Professional Development

    At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

    We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

    Continuing Education & Training

    • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
    • Video-based training for technology, leadership, management & more.
    • Ongoing skills development and coaching opportunities.
    • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
    • A range of talent development programs to support career mobility.

    Mentoring

    • Utilize the skills of experienced leaders to enrich your career.
    • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
    • An open atmosphere of knowledge sharing and collaboration.
    • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

    Our Commitment

    Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

    Giving back to our communities

    Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

    Fidelity Cares

    • Provides associates with opportunities to actively volunteer and share their talents.
    • Hosts numerous company-wide volunteer events (in-person and virtual).
    • Partners with nonprofit organizations to support our local communities.
    • More than 12,500 associates donate time annually – from interns to SVPs.
    • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

    Fidelity Charitable®

    • Created to make it easy for people to support charitable organizations they care about.
    • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
    • Supported more than 433,000 unique charities around the world.
    • Since its inception, more than $100 billion has been given to public charities.

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