Job Description:

This Senior Manager role offers an exciting opportunity to help shape the Client Services organization in the new Fidelity Brokerage business. The primary objective of the role will be to provide strategic insights and business case economics in support of our Brokerage Acquisition and Scale & Efficiency efforts. You will also help with coaching 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 financial analysis and recommendations to guide effective decision-making that impacts Fidelity’s clients and associates.

The Expertise and Skills You Bring

• Undergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred.
• 6-8 years of related work experience Finance with a successful track record in financial modeling and analysis
• Proven track record to combine a strategic business perspective with strong project management and analytical skills
• You are flexible and able to contribute to the team on multiple projects
• Excellent written and verbal communications skills, including the ability to “tell the story” and communicate effectively at varying levels of the organization
• Confidence, business maturity, and presence to work independently and collaborate effectively, including effectively interacting and influencing senior management.
• Proven ability to craft presentations for 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
• Shown ability, flexibility, and resourcefulness to run 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
• Strong intellectual curiosity

The Value You Deliver

• Leading high impact / high visibility financial analytics and deliverables across Fidelity Brokerage
• Developing analyses and strategic recommendations to management and business partners
• Synthesizing data, analyses, and conclusions into presentation form for senior management
• Thinking and working across Fidelity to ensure consistency in analysis approach
• 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

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.