Job Description:
Finance, Director
This Finance Director role offers an exciting opportunity to help shape the Client Services organization in the Fidelity Brokerage business. The primary objective of the role will be to support our Scale & Efficiency and Brokerage Acquisition work, providing decision support and executive level recommendations. You will also help contribute to the management and development of junior associates on the team. As a member of the Brokerage Finance team, you will be responsible for providing senior management with insightful, action-oriented financial analysis to guide effective decision-making that impacts Fidelity's clients and associates.
The Expertise and Skills you Bring
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- A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred
- 10+ years of professional experience in Finance with a successful track record in creating executive-ready presentations
- Proven ability to combine a strategic business perspective with strong project management and analytical skills, with solid business and financial acumen
- Excellent written and verbal communications skills, including the ability to 'tell the story' and craft presentations to communicate complex financial information to influence executive decision making
- Strong interpersonal skills, proactively building consultative relationships across Finance and the business
- Solid knowledge and expertise in financial, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell)
- Intellectual curiosity, flexibility, and the ability to contribute to the team are musts
- Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
- Outstanding critical thinking, problem solving, decision-making, and analytical skills
- Project management experience establishing timelines and leading all aspects of the project lifecycle
- Strong interpersonal skills, proactively building consultative relationships across Finance and the business
- Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics
- Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
- Ability to take initiative and seek creative solutions that challenge conventional approach
- Ability to prioritize, delegate, drive work and lead others in a highly matrixed environment, displaying the judgment to know when to involve other COEs
The Value You Deliver
- Leading high impact / high visibility financial analytics and deliverables across Distribution and PI more broadly
- Leading analyses and strategic recommendations to management and business partners
- Synthesizing data, analyses, and conclusions into presentation form for senior management
- Thinking and working across not only PI, but enterprise-wide to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects
- Proactive partnership and communication with business and Finance partners
- Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
- Working with the business to understand investment opportunities and provide cost benefit analyses to support decision making
Note: Fidelity is not providing immigration sponsorship for this position
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.