Finance & Accounting
Director Finance
- Boston, MA
- Smithfield, RI
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
Director – Wealth Solutions Finance
The Finance Director Wealth Solutions Finance role will report directly to the Head of Wealth Solutions (WS) Finance and will provide financial management supporting the domain. This role will collaborate very closely with WS business partners to understand the impact of business strategy, perform customer analytics, and drive the measurement of the business performance for the domain. The role includes the Solutions and development of finance associates in support of the work. The role will work closely with the WS Business and Fidelity Wealth (FW) Finance leaders.
The Expertise and Skills You Bring
- Applicants must have strong analytical, communication, conceptual thinking, and problem-solving capabilities. Advanced experience with various software applications.
- Considerable experience building and leading finance teams to support financial and strategic processes and initiatives.
- Skill to navigate through complex interpersonal support and challenges
- A bachelor's degree in Finance; MBA or advanced degree preferred
- 10+ years of professional experience in Finance with a successful record in financial modeling and analysis
- Experience in finance, strategy, or product development roles across multiple businesses
- Ability and passion for connecting and establishing relationships at all levels of the organization and consistent record to consult and influence senior leader actions!
- Thinks and works across Fidelity, navigates organizational complexity, and thinks in terms of networks!
- Possess the requisite balance of interpersonal skills and analytical abilities to recognize impact on others and adapt to be effective in different situations
- Outstanding communication and presentation skills, including the ability to analyze meaningful issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making
- Flexible, self-motivated teammate with a can-do mindset who brings energy and intellectual curiosity to the role
- Thrives in a fast-paced, deadline driven organization, prioritizes well, and takes ownership and accountability for your work and the work of your team.
- Experience to effectively build and empower effective, productive teams through proven interpersonal, coaching, and mentoring skills
The Wealth Solutions Director will possess a shown history to combine a strategic business perspective with strong project management and analytical skills. This is a leadership role on the wealth Solutions finance team. We will work closely with the Wealth Solutions business to deliver actionable financial analysis and decision support that impacts FW’s strategy, ability to implement the multi-year plan and drive the business performance measurement for the business. We will provide the leadership for all the financial planning and analysis functions. This role will also play a key leadership role within the group by leading responsibilities for the junior financial analysts.
Responsibilities include:
- Executive, Board, and Operating Committee analyses and presentations, including leadership of financial portions of QBR and planning discussions with FW SLT and other senior audiences
- Strategic and operational financial support of key Wealth Solutions offerings: Advisory Products, Retirement solutions, Planning & Guidance, and Insurance products.
- FP&A activities (strategic and multi-year planning, budgeting, and forecasting; financial close for income statement and balance sheet; revenue and expense analysis; client and product profitability Solutions; reporting and analysis; etc.) supporting FW’s 20,000+ associates and $4B+ of direct expenses
- Strategic and tactical Finance leadership of multiple strategic FW initiatives, including but not limited to Contingency Planning and Cross Fidelity initiatives
- Support across FW business performance Solutions processes, including the evolution of Objectives and important metrics, scorecards, Domo, etc.
- FW Finance leadership for Finance Modernization efforts including development of various costing and profitability models
- Developing illuminating customer analytics and insightful business results and performance
- The WS Director will serve as a proxy for WS Finance VP to various internal audiences
The Value You Deliver
- Demonstrating highly creative analytical skills while maintaining focus on details and providing timely results
- Successfully communicating and influencing finance and business partners
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 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 all business days of every other week in a Fidelity office.
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.
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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Apply Now
All fields are required.
This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
