Comparably Awards

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. read more

EMPLOYEE PARTICIPANTS: 801

TOTAL RATINGS: 6319

CEO: Abigail Johnson

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Fidelity Investments KPIs and OKRs

At Fidelity Investments 29% of employees think their department KPIs and OKRs are clear. Employees’ understanding of Fidelity Investments' KPIs and OKRs is essential for its success. Out of 14 Fidelity Investments employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 8 have said yes.

Answer	Percent
Yes	57%
No	43%

Are your company's goals clear, and are you invested in them?

Answer	Percent
Yes	29%
No	71%

Are the KPIs/OKRs for your department clear?

Manager's Role in Accomplishing Goals

A main function of a managerial role is to lead one’s subordinates. A manager at Fidelity Investments is responsible for ensuring his subordinates accomplish objectives using key performance indicators. Fidelity Investments employees shared they generally receive helpful feedback once a quarter or never, while 17% of Fidelity Investments employees said they’re given recognition for their impact & accomplishments. Feedback and positive reinforcement are both conducive to meeting goals.