Director, Portfolio Reporting Platform

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Job Description:

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* Note:

Fidelity will not provide immigration sponsorship for this position**##
** The Role
** 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 journeyas 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.
* You will transform reporting into a scalable, enterprise-wide platform that delivers trusted insights and supports data-driven decision making. 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.
** Key Responsibilities**###
** Reporting Platform Strategy and Modernization
*** 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.
** Platform Enablement and Governance
*** 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.
** Semantic Platform and AI Integration
*** 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.
** Customer Experience and Product Management
*** 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.
** Leadership and Execution
*** 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.##
** The Expertise and Skills You Bring
*** 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…