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**Director, Finance** Lead finance team supporting Wealth Advisory Managed Solutions (WAMS) products. Manage a team of three, driving financial analyses, pricing decisions, reporting, and planning. 8+ years of experience required, with a bachelor's in finance/accounting/economics. Proficiency in MS Excel, and familiarity with Power BI/Tableau a plus. Key skills include strategic thinking, strong financial modeling, and effective communication. This role necessitates navigating managed investment solutions and collaborating with cross-functional partners. Onsite working model applies.
- Compensation
- $110,000 – $222,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
Please Note: We are unable to provide visa sponsorship for this role.
The Fidelity Institutional (FI) Product & Advisory Solutions Finance team supports the FundsNetwork (FNW) platform, as well as FIs Wealth Advisory Managed Solutions (WAMS) and the FI and Asset Management Marketing organizations as they deliver solutions and insights to our Institutional and Intermediary clients to help them better serve their customers. The teams portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. In addition, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through Fidelitys Institutional, Retail, and Workplace channels.
Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FIs and FNWs future-ready revenue model.
The Purpose of Your Role
Managing a team of three associates, your role is to lead finances support of the WAMS organization, which owns FIs Custom SMA and Custom Model Portfolio products, the FMAX managed account platform, and a suite of Portfolio Construction tools and services offered to financial intermediaries. The finance teams core functions include performing financial analyses, supporting client/product pricing decisions, developing and delivering financial reporting, and leading budgeting and multi-year planning efforts. Success will require building strong relationships with leaders in the WAMS organization and other business partners across FI, developing, supporting, and enabling your team to deliver high-value work to our various stakeholders, and leaning into the complex and evolving world of managed investment solutions with intellectual curiosity, independent thinking, confidence, and a strong work ethic.
The Expertise You Have
A bachelors degree in finance, accounting, economics, or equivalent training
8+ years of relevant work experience; people-management experience preferred
Proficiency with MS Excel and PowerPoint; experience with Power BI and/or Tableau a plus
The Skills You Bring
Strong analytical and strategic thinking
Strong financial modeling skills
Solid communication skills and confidence interacting with various levels within the organization
Ability to organize and effectively manage multiple projects simultaneously
Ability to lead and develop a team of associates to drive value for our business partners
Ability to handle ambiguity and work under pressure in a dynamic environment
Intellectual curiosity and ability to ask questions in a variety of settings
The Value You Deliver
- Advise and consult with leaders across the WAMS organization on economic implications of decisions such as investments in new products and enhancements and product pricing strategy
- Organize, prioritize, and set expectations with partners regarding finance projects and deliverables
- Provide ongoing insight into the performance of FI and Enterprise initiatives such as FMAX, Model Portfolios, SMAs, and Portfolio Construction
- Lead multiple client / product pricing processes to support FIs growth while maintaining strong ROI
- Work effectively across the organization to accomplish our objectives
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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 Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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