Director, Analytics & Data Enablement

Job Description:

The Role

The Analytics & Commercialization Team is seeking a Director of Distribution Enablement to provide key support with vitality and emerging product enablement, data pack management & analysis, distribution strategy, lead generation, targeting, and measurement to enable the sales execution by our distribution teams, including Intermediary and Institutional, in collaboration with Distribution, Product, Marketing, and Analytics and Commercialization teams. Responsibilities include the following:

• Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables.
• Collaborate closely with Relationship Management teams to evaluate the business value of key data packs, ensure we are negotiating our contract terms thoroughly, and expanding into new data sources where merited
• Work with analytics teams to translate business evaluations of data packs into technical assessments of data pack ingestion, and communicate that back to business stakeholders to update initial assumptions
• Partner with distribution and analytics leaders to devise new ways to incorporate data, including through advanced AI applications, to improve the productivity of sales and support teams across FI
• Develop strategies to expand the regular availability of data pack resources, including efforts to include data packs in business-facing
• Work across teams involved in data pack management to communicate our usage of key data sets and how they inform and shape decision-making
• Collaborate with Distribution and Specialist teams to develop and implement segmentation plans and targeting strategy to accelerate the sale of emerging products. This may include developing a framework to identify new opportunities and optimize existing relationships, developing a cross-functional coverage model, and informing scorecard and KPI metrics.
• Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform & influence decision-makers. Develop and deliver insights that build consensus around critical initiatives and execution plans and that inform stakeholders of implementation progress or hurdles.
• Engage with other members of the FI organization to help shape the operating model, and to streamline interactions with shared services teams.

• Support strategic and tactical initiatives across enablement and distribution effectiveness teams, providing support for broad FI distribution initiatives and specific Analytics and Commercialization needs.

The Expertise and Skills You Bring

• Self-starter, independently motivated, and excited by the prospect of working on strategic initiatives. Welcomes working in a fast paced, client focused environment requiring resourcefulness and flexibility.
• Strong quantitative, analytical, and conceptual problem-solving skills combined with outstanding business insight.
• Ability to work effectively in a team environment, collaborating with people representing a broad range of roles and expertise.
• Ability to communicate complex ideas effectively and concisely, adapting communication style to suit differing audiences.
• Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations.
• Intellectual curiosity and tenacity to develop creative approaches to problem solving.
• Interest and ability to build well-rounded investment acumen.
• Bachelors or equivalent with 12+ years of experience or Masters with 10+ years of experience

The Team

The Analytics and Commercialization team is a key enabler of the FI/IWMS strategies and drives sustainable commercial value to Fidelity by leveraging our collective intelligence and forming forward-looking perspectives to unlock, package and deliver growth and scale opportunities for our clients. The org includes the following teams that collectively work together to drive end-to-end connectivity to realize our outcomes: Data foundation and management, Analytics and Insights, Market Intelligence and Commercialization, Investment and Business Consulting specialists, Cash and Banking solutions and Distribution Enablement and Effectiveness (this role).  

The Business Group

Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans,