Director, Portfolio Reporting Platform

Fidelity Financial Services

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
Westlake, TX
Posted
3 days ago
Freshness
Confirmed live yesterday

Market check

Salary context

How this pay compares to similar roles

Similar $242k
$172k most similar roles pay here $300k

This listing doesn't post a salary. Most similar roles pay $205,425–$278,000.

Based on 240 similar postings.

Employer

About Fidelity Financial Services

Fidelity Investments is one of the largest financial services companies in the world, offering brokerage services, mutual funds, retirement planning, wealth management, and life insurance to individuals and institutions. Industry: Financial Services & Investment Management

Fidelity Financial Services currently has 32 open roles on FindRole.

Listed pay typically runs $150,000–$180,000 across 9 roles with salary data.

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At a glance

TL;DR · Director, Portfolio Reporting Platform

As Director, Portfolio Reporting Platform, you will lead a senior technology team to transform the existing reporting infrastructure into a governed, scalable, and reusable enterprise capability. You will define and execute a modernization roadmap to move beyond traditional dashboard delivery toward a platform-based model featuring persona-based experiences, consistent web-based interfaces, and conversational AI layers for natural language interactions. Your daily work involves simplifying the reporting landscape through consolidation, establishing governance, and promoting shared semantic assets. You will manage the transition from individual report delivery to a hub-and-spoke operating model while partnering with data engineering and AI teams. The role requires expertise in Microsoft Power BI, modern data architectures including data lakes and dimensional modeling, and advanced skills in data storytelling, product management, and strategic roadmap execution to solve complex business journey challenges.

What you'll do

  • Define and execute a strategic roadmap to modernize the enterprise PowerBI reporting ecosystem into a scalable platform.
  • Transform disconnected dashboards into persona-based experiences aligned with business journeys and decision-making workflows.
  • Establish governance, certification processes, and lifecycle management for shared semantic assets and certified metrics.
  • Simplify the reporting landscape by consolidating redundant solutions and implementing standardized design patterns.
  • Partner with data engineering and AI teams to integrate conversational analytics and text-to-SQL capabilities.
  • Lead and develop BI teams to execute on platform-first goals rather than individual report delivery.
  • Build a Hub-and-Spoke operating model that balances enterprise standards with business flexibility.

What we're looking for

  • 10 plus years leading enterprise BI, reporting, analytics, or data visualization organizations.
  • 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.
  • Deep expertise with Microsoft Power BI architecture, governance, performance optimization, and lifecycle management.
  • Strong understanding of modern data architectures including data lakes, semantic layers, dimensional modeling, and business logic governance.
  • Experience implementing Hub-and-Spoke or governed contribution reporting models.
  • Ability to translate complex data into strategic insights and compelling narratives for executive audiences.
  • Proven leadership in developing high-performing teams and fostering accountability and innovation.

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