Director, Portfolio Reporting Platform

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.

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 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