Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
The Director, Brokerage Central Finance will report to the Head of Central Finance and lead the financial planning and analysis activities for the Brokerage business, including monthly financial reporting, budgeting and forecasting, headcount and P&L governance, executive reporting, and business performance analysis. The Director will lead a team responsible for delivering financial insights, managing the planning process, and supporting decision-making through thoughtful analysis, reporting, and insights. As a key finance partner to Brokerage leadership, this role will help measure and assess business performance, identify opportunities and risks, and support strategic priorities through a financial lens. The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums.
Success in this role requires strong business acumen, analytical rigor, and the ability to build effective partnerships across Brokerage, Finance, and enterprise teams while driving continuous improvement in financial planning, reporting, and governance processes and leading the development of a high-performing team.
The Qualifications and Expertise We’re Looking For
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field; MBA preferred
- 10+ years of experience in Finance, FP&A, business planning, or related disciplines
- Expertise in budgeting, forecasting, financial modeling, scenario planning, and business performance analysis
- Strong financial acumen with the ability to translate business results into actionable insights and recommendations
- Experience partnering with business leaders and subject matter experts to support decision-making, evaluate opportunities, and challenge assumptions
- Excellent analytical, communication, and presentation skills, including experience supporting executive-level communications
- Continuous learner who proactively deepens knowledge of the business, industry, and evolving competitive landscape
- Strong relationship-building skills and ability to collaborate across functions and levels
- Proven ability to lead, develop, and motivate high-performing teams
- Strong organizational and prioritization skills with the ability to lead teams, manage competing priorities, and make sound decisions in a dynamic environment
- Customer-focused mindset with a commitment to continuous improvement
- Proficiency with financial reporting, modeling, and data visualization tools, including Excel, PowerPoint, Tableau, Power BI, ThinkCell, or similar tools
The Value You Deliver
- Lead the development of annual plans, forecasts, and business performance reporting for Fidelity Brokerage
- Provide financial analysis, modeling, and scenario planning that helps leaders understand performance, evaluate risks and opportunities, and make informed decisions
- Develop executive presentations and communications that clearly convey financial performance and business insights
- Drive financial discipline and consistency across planning, forecasting, reporting, and governance processes
- Partner across Brokerage Finance and the broader Finance organization to deliver timely, actionable insights while driving consistency in reporting, data standards, and analytical approaches
- Lead the coordination and execution of highly visible deliverables and projects
- Develop talent and foster a culture of collaboration, accountability, and continuous improvement
Fidelity’s 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, candidate’s 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 Fidelity’s 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.