Job Description:
The Role
Have you ever looked at a Prospectus? Are you interested in learning more about how Fidelity drafts, updates, and makes these important shareholder documents available to our customers? If you have developed a strong understanding of Fidelity's products, have strict attention to detail, can make sophisticated connections, and are a proven leader, then this role may be the right fit! This Senior Manager Level role will make you part of a team with oversight of a library of disclosures to facilitate the annual update of these regulatory documents. This will be achieved by providing direction and oversight to a team of Analysts and Managers. There will be opportunity to interact with many groups within Fidelity and leverage cross functional working relationships to achieve our mission. The role will include reporting responsibility for manager level staff and will uphold Fidelity's management expectations.
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The Team's mission is to excel in enabling the creation of prospectuses, statements of additional information, stickers/reprints, and contracts. The Senior Manager uses their experience and exercises latitude and discretionary decision-making over sophisticated product, regulatory or technological issues. You will coordinate and review the work of the Analyst and Manger Level staff, ensuring that results meet control requirements and internal quality standards. This role is also involved in implementing the strategic direction set by leadership and assumes broader management responsibilities. Oversight of execution and development of direct reports will also be a focus.
The Expertise and Skills You Bring
- Bachelor's degree or equivalent experience with 8+ years of financial services experience with a mutual fund operation, custodian bank or asset manager
- Ability to lead, coach, develop, mentor a staff of management level professionals.
- Self-starter with strong analytical, communication, and presentation skills. Capable of coordinating operational readiness.
- Ability to deliver under pressure and coordinate and prioritize multiple projects. Adapts to evolving priorities, business needs, and regulatory requirements.
- Ability to work with all levels of management and make high impact decisions quickly and accurately
- Proven understanding of risk frameworks and ability to craft and lead processes ensuring a strong control environment
- Experience with workflows and requirements of internal and external business partners and systems applications
- Focus on innovation - ability to identify and drive forward ways to improve and automate current processes
- Prior focus on legal regulatory reporting a plus.
- Technical knowledge of investments and business knowledge of mutual fund industry and regulations is a plus.
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents and filing them with the SEC. Doing this in the smartest and most effective way is more meaningful than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
- Note: Fidelity will not provide immigration sponsorship for this position
Certifications:
Category:
Investment Operations
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.