Fidelity Investments · 1 day ago
Data Visualization & Dashboard Design Lead
Smithfield, RI
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is seeking a Data Visualization & Dashboard Design Lead responsible for designing and developing executive-ready dashboards that deliver clarity and insight across the organization. The role involves collaborating with stakeholders to create intuitive, scalable visual solutions while maintaining high standards of quality and usability.
FinanceWellnessAsset ManagementFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Define and design executive dashboards to be built in Tableau, producing clear, compelling data visualizations tailored for senior leaders and strategic decisionmakers
Maintain a design system and visualization standards, ensuring dashboards follow best practices in UX, accessibility, and analytical storytelling
Work closely with multiple stakeholder groups to understand business questions, decision making needs, and stakeholder use cases
Synthesize diverse requirements into cohesive dashboard designs, balancing cross functional needs and delivering a unified, enterprise aligned product
Lead and facilitate requirements gathering, wireframing, and prototyping sessions to help stakeholders visualize concepts early in the process
Partner closely with AtScale developers and data engineering teams to ensure semantic data layers are structured to support dashboard functionality, data definitions, and performance
Develop a strong understanding of data sources, data limitations, and modeling constraints to inform design decisions
Provide guidance, feedback, and mentorship to Tableau developers, supporting them in turning design specifications into high quality, scalable dashboards
Ensure implementation aligns with the intended user experience, visual design standards, and data logic
Champion data visualization best practices across the team and organization
Identify opportunities to streamline dashboard development processes, improve consistency, and enhance stakeholder experience
Qualification
Required
Expertise in data visualization, usability, and storytelling ideally with Tableau or similar modern BI visualization tools (e.g., Power BI, Qlik)
Strong proficiency in wireframing, prototyping, and dashboard design methodologies
Demonstrated ability to lead structured requirements gathering across diverse stakeholder groups
Proven ability to translate business needs into integrated, data driven visual solutions
Experience partnering with data engineers to ensure alignment between design, data, and visualizations
Experience mentoring junior analysts or developers and overseeing dashboard implementation
Excellent communication skills with the ability to translate complex data concepts into clear, actionable insights for nontechnical audiences
5-7 years of experience in Data visualization and dashboard design
Bachelor's Degree in Design, Media, Business Analytics or related field
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-09
Portfolio Adviser
2026-02-07
Morningstar.com
2026-02-07
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