Director, Portfolio Reporting Platform

Job Description

Note:

Fidelity will not provide immigration sponsorship for this position.

We are seeking a senior technology leader to transform Fidelity Portfolio Reporting into a governed, scalable, and reusable enterprise capability. This leader will define and execute the strategy for modernizing our enterprise PowerBI reporting ecosystem, moving beyond traditional dashboard delivery toward a platform-based model built on reusable capabilities, governed semantic data, modern digital experiences, and AI-enabled intelligence.

The long-term vision is a modular, persona-based reporting experience organized around business journeys and decision-making workflows rather than disconnected reports. The new generation of reporting will deliver clear business narratives and trusted decision-making support, provide consistent web-based user experiences, and be fronted by a conversational AI layer that enables users to either navigate directly to trusted reporting assets or explore data through governed natural language and text-to-SQL interactions.

• Your leadership will:
• Define and execute a clear reporting strategy and modernization roadmap.
• Simplify and standardize the reporting ecosystem through reusable platform capabilities and governance.
• Increase adoption of certified metrics and governed business logic.
• Improve consistency, trust, scalability, and execution discipline across reporting experiences.
• Advance the future of reporting through modern UX, conversational AI, and guided analytics experiences.

• Define and execute the portfolio reporting platform strategy and modernization roadmap.
• Transform reporting from collections of dashboards into modern, persona-based experiences aligned to business journeys and decision-making workflows.
• Establish a scalable operating model that promotes reuse, contribution, and shared ownership across reporting teams.

• Simplify the reporting landscape through consolidation, standardization, design patterns, reuse, and retirement of redundant solutions.
• Establish governance, certification, lifecycle management, and contribution processes.
• Lead a Hub-and-Spoke operating model balancing enterprise standards with business flexibility.

• Drive adoption of certified metrics, governed business logic, and shared semantic assets.
• Partner with Semantic Platform, Data Engineering, and AI teams to shape the future of AI-enabled reporting, conversational analytics, and decision support.

• Deliver persona-based reporting experiences grounded in customer journeys and business outcomes.
• Use customer insights, adoption metrics, and feedback to continuously improve the reporting experience.

• Lead and develop reporting platform leaders and BI teams to execute the reporting modernization strategy and roadmap.
• Drive execution through clear priorities, accountability, measurable outcomes, and talent development.
• Foster a platform-first culture focused on scalable enterprise capabilities over individual report delivery.
• Build strong partnerships across business, data, semantic platform, product, and AI organizations.

• 10 plus years leading enterprise BI, reporting, analytics, or data visualization organizations, including 5 plus years of PowerBI platform leadership in enterprise-scale environments.
• Proven success leading enterprise-scale reporting organizations through platform modernization, governance, and operating model transformation.
• Experience building enterprise reporting platforms and reusable capabilities rather than managing individual dashboard delivery.
• Deep expertise with Microsoft Power BI and enterprise BI platform management, including architecture, governance, performance optimization, and lifecycle management.
• Strong understanding of modern data architectures, including data lakes, semantic layers, dimensional modeling, certified metrics, business logic governance, and data products.
• Experience implementing Hub-and-Spoke or governed contribution reporting models.
• Highly analytical with a proven ability to translate complex data into business outcomes, strategic insights, and executive-level recommendations.
• Outstanding data storytelling and communication skills, with the ability to distill complex information into compelling narratives for executive and business audiences.
• Exceptional…