Posted 3 days ago
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**Senior Manager, Wealth Finance:** Lead Fidelity Wealth's Investment Advisor Group (IAG) finance team, driving impactful analysis and strategic recommendations. Ø Develop and execute financial plans, support annual planning, and collaborate closely with Compensation on advisor compensation strategy. Ø 6+ years finance experience required, with strong analytical, communication, and problem-solving skills. Ø MBA preferred.
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Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Manager within the Fidelity Wealth (FW) Finance Team, you will support the Investment Advisor Group (IAG) by delivering impactful, insight-driven financial analysis to business partners. You will own a broad range of analytics, financial management activities, and strategic business partner support to drive improved outcomes and financial performance across the organization.
You will be responsible for developing consultative analytics and recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership. The role also requires close collaboration with the Compensation team on Advisor compensation strategy and execution.
In this line-finance position, you will partner closely with IAG business leaders, FW Finance leaders, colleagues across Finance, and critical Compensation stakeholders. You will be expected to independently drive complex analyses, synthesize insights into clear recommendations, and provide guidance to junior financial analysts within the group.
The Expertise and Skills You Bring
- Bachelors degree in Finance, Economics, or related field; MBA or advanced degree preferred
- 6+ years of Finance experience with a strong track record in financial modeling and analysis
- Strong analytical, conceptual thinking, communication, and problem-solving skillsI
- Itellectual curiosity and a consultative mindset, with a willingness to ask essential questions and challenge assumptions
- Strong business judgment and ability to translate analysis into actionable recommendations
- Proven ability to independently own complex work, manage multiple priorities, and navigate ambiguity
- Initiative and creativity in challenging conventional approaches and developing solutions
- Strong interpersonal skills with the ability to build consultative, cross-functional relationships and influence across organizational levels
- Demonstrated leadership skills, including mentoring and guiding junior talent
The Team
As part of the Fidelity Wealth Finance organization, you will support the Investment Advisor Group, a nearly 10,000-person organization and a key revenue generator for Fidelity. You will collaborate across Finance, Compensation, and IAG leadership to deliver high-impact analytics, strategic recommendations, and proactive partnership that support business performance and future growth.
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.
Certifications:
Category:
FinancePlease 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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All fields are required. Candidates should limit the number of roles they apply to at any given time.
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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