Job Description:
Senior Manager - Wealth Solutions Finance
This Senior Manager, Finance role is a member of the Fidelity Wealth Solutions Finance team. The role will support the Fidelity Insurance Agency (FIA) and Retirement Product Areas under the Wealth Solutions Domain to provide a broad range of analytics, financial management, and strategic business partner support to measure and evaluate the financial performance as well as opportunities for future growth of the organization.
The Expertise You Have
- 6+ years of professional experience in Finance with a successful track record in financial modeling and analysis
- Strong analytical, communication, conceptual thinking, and problem-solving capabilities. Advanced experience with various software applications.
- Takes initiative and seeks creative solutions that challenge conventional approaches.
- Builds and maintains business partner relationships with leaders of our business.
- Undergraduate degree in Finance, Economics, or equivalent; MBA or advanced degree a plus.
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Responsibilities Include
- Lead FP&A activities (strategic and multi-year planning, budgeting, and forecasting) for FIA.
- Help drive growth of ~$2T Fidelity Retail Retirement business through leading business measurement planning, reporting, and analysis as well as related strategic project work.
- Support across FW business performance Solutions processes, including the evolution of Objectives and important metrics, scorecards, etc.
- Developing illuminating customer analytics and insightful business results and performance.
The Skills You Bring
- Ability and passion for connecting and establishing relationships at all levels of the organization and consistent record to consult and influence senior leader actions.
- Verifies, correlates, compares, and organizes data to present it in a way that facilitates analysis and forecasting.
- Thinks and works across Fidelity, navigates organizational complexity, and thinks in terms of networks.
- Outstanding communication and presentation skills, including the ability to analyze meaningful issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making.
- Flexible, self-motivated teammate with a can-do attitude who brings energy and intellectual curiosity to the role.
- Thrives in a fast-paced, deadline driven organization, prioritizes well, and takes ownership and accountability for your work and the work of your team.
- Experience to effectively build and empower effective, productive teams through proven interpersonal, coaching, and mentoring skills.
The Value You Deliver
- Demonstrate highly creative analytical skills while maintaining focus on details and providing timely results.
- Ownership of key performance metric and business metric reporting and analysis.
- Successful communicating and influencing finance and business partners.
- Mentoring junior talent team to encourage collaboration and boost personal development.
- Better the finance community with your energy, passion, and team spirit.
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.