Finance & Accounting
Head of Strategy, Planning and Central Finance
- Boston, MA
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:
Fidelity Asset Management is seeking a highly, experience and motivated finance and strategy professional for the role of Head of Strategy, Planning and Central Finance. This role is a highly collaborative position which requires regular active engagement with the President of the Asset Management Division, the Asset Management senior team, and other senior leaders throughout the firm. Providing thought leadership on financial, strategic, and competitive trends and identifying implications for business goals and objectives is critical!
The Expertise and Skills You Bring
An advanced degree and professional accreditation is required. We are looking for expertise in strategy, development, consulting, financial planning, forecasting and analysis. Deep expertise in program management of large, complex, and highly visible initiatives. Outstanding communication, conceptual thinking, and problem-solving capabilities. Experience in the asset management industry and an understanding of the broader financial ecosystem.
The skills you bring are:
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Proven ability to consult and influence senior leader actions
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Strong presentation and facilitation skills
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Ability to build relationships at all levels of the organization
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Proven experience to be bold and future-focused to imagine new possibilities
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Possess the balance of interpersonal skills and analytical abilities, and the ability to recognize impact on others and adapt to be effective in different situations
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Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research
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Outstanding written and verbal communication skills
As the Head of Strategy, Planning and Central Finance you will also be expected to:
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Develop and deliver the overall strategy for Fidelity’s Asset Management business, manifested in a multi-year plan and implementation of key elements, which will include:
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Articulation of our top priorities and the bodies of work that will align to those priorities.
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Development and maintenance of leadership scorecards that align tightly to the strategy plan.
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Budget creation that can deliver success against strategic priorities while meeting financial constraints.
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Provide leadership and management of select top strategic priorities, including connecting the strategic goals outlined in the MYP to business results.
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Facilitate and support the AM leadership team’s discussion of strategic and financial priorities.
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Build and deliver updates on the financial and strategic performance of the business within AM and across the rest of the firm.
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Partner with the corporate center on a variety of regular and ad-hoc financial and strategic processes to drive decision making, enable visibility and ensure tighter alignment with enterprise goals.
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Team with AM communications to support communications from the President of Asset Management and the Head of Finance, Strategy and Fund Oversight.
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Develop new ideas and concepts to provoke dialog and challenge the thinking behind our strategy and plan.
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Maintain strategy and planning lead connections across the firm by creating regular touchpoints.
The Team
The Asset Management Finance and Fund Oversight (FFO) team partners across Asset Management to drive long-term strategy and uphold fiduciary standards for Fidelity and customers. FFO further supports AM business lines and boards by providing financial expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more. As the leader of Strategy, Planning and Central Finance, you will lead a talented team and will be accountable for continued growth and development.
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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.
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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.
