Fidelity Investments

Director, Client Services

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: Smithfield • Rhode Island • Texas • United States

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Job Level

Lead

About the role

  • Join our dedicated OSG Client Services team as a Director, Client Services ensuring exceptional service for financial advisors and institutional clients.
  • Your role includes supporting internal business partners, understanding data visualization strategy, and creating and delivering reports to improve operations and strategies.
  • You will also lead a team of 3 experienced Business Analyst Consultants as part of this role.

Requirements

  • 5+ years of Leadership Experience
  • Demonstrated experience in analytical thinking, influencing, and problem solving
  • Experience with data workflow tools, understanding of data and database concepts, tools, and technologies
  • Understanding of the BI product life cycle and experience working with data sets (working knowledge of SAP Business Objects a plus)
  • Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture
  • Ability to interpret requests for information to match business needs with available corresponding data and understand factors impacting business performance.
  • Financial services experience, preferred
  • Excellent communication skills, both verbal and written.
  • Participates in or leads project/work activities with broad scope and departmental impact
  • Proactive team player who engages others, questions assumptions, and promotes innovative solutions and constant improvement through collaboration.
  • A natural curiosity and desire to understand how things work – understand how data can be leveraged
Benefits
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data visualizationanalytical thinkingproblem solvingdata workflow toolsdatabase conceptsBI product life cycledata setsSAP Business Objectsbusiness intelligencedata driven culture
Soft Skills
leadershipinfluencingcommunicationteam playercuriositycollaborationproactivequestioning assumptionsinnovative solutionsconstant improvement