Job Description:
Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI's clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through IWMS, Wealth and Brokerage, and WI.
The Purpose of Your Role
The senior manager will work closely with the FundsNetwork and FI Product senior team. Key responsibilities include supporting and providing financial analyses related to new or existing initiatives, products, and programs, and KPI program management. In this role, you will develop expertise in decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm and will interact regularly with senior members of FI's finance and business organizations.
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The Expertise You Have
- A bachelor's degree in Finance, Accounting, Economics, or equivalent training
- 6+ years' work experience in financial modeling / presentation development / project ownership
- Exceptional analytical, communication, conceptual thinking, project management, and problem-solving capabilities
- Intermediate/ advanced skill level in MS Excel and database querying techniques and proficiency in MS PowerPoint
- Experience with Fidelity's Asset Management, Intermediary Distribution, and/or Clearing and Custody businesses a plus
The Skills You Bring
- End to end problem solving capabilities from defining complex problems to synthesizing key points and drawing out connections to business priorities
- Ability to learn quickly and work well under pressure in a dynamic environment
- Ability to handle ambiguity, and to manage multiple deliverables with competing priorities
- Strong and accurate analytical capabilities and financial modeling skills
- Proactive and ambitious drive to complete projects
- Excellent communication skills with the ability to summarize and clearly articulate complex issues, and communicate findings
- Proven interpersonal skills and confidence interacting with and influencing various levels within the organization
- Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with business partners
- Ability to foster effective relationships, and to develop the credibility and standing to advise and challenge business partners
The Value You Deliver
- Supporting and collaborating on the roll-out of new products through financial and marketplace business case and initiative analyses
- Evaluating business and product performance, providing insight into value delivered, cost, and ROI
- Synthesizing data, analyses, and conclusions into presentation form, and delivering strategic recommendations to finance and business partners
- Working effectively across our team to accomplish our objectives
The base salary range for this position is $81,000-$137,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.