Job Description:

Senior Manager – Wealth Solutions Finance

This Senior Manager, Finance role is a member of the Fidelity Wealth Solutions Finance team. The role will support the Fidelity Insurance Agency (FIA) and Retirement Product Areas under the Wealth Solutions Domain to provide a broad range of analytics, financial management, and strategic business partner support to measure and evaluate the financial performance as well as opportunities for future growth of the organization.

The Expertise You Have

• 6+ years of professional experience in Finance with a successful track record in financial modeling and analysis
• Strong analytical, communication, conceptual thinking, and problem-solving capabilities. Advanced experience with various software applications.
• Takes initiative and seeks creative solutions that challenge conventional approaches.
• Builds and maintains business partner relationships with leaders of our business.
• Undergraduate degree in Finance, Economics, or equivalent; MBA or advanced degree a plus.

Responsibilities Include

• Lead FP&A activities (strategic and multi-year planning, budgeting, and forecasting) for FIA.
• Help drive growth of ~$2T Fidelity Retail Retirement business through leading business measurement planning, reporting, and analysis as well as related strategic project work.
• Support across FW business performance Solutions processes, including the evolution of Objectives and important metrics, scorecards, etc.
• Developing illuminating customer analytics and insightful business results and performance.

The Skills You Bring

• Ability and passion for connecting and establishing relationships at all levels of the organization and consistent record to consult and influence senior leader actions.
• Verifies, correlates, compares, and organizes data to present it in a way that facilitates analysis and forecasting.
• Thinks and works across Fidelity, navigates organizational complexity, and thinks in terms of networks.
• 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 attitude 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 Value You Deliver

• Demonstrate highly creative analytical skills while maintaining focus on details and providing timely results.
• Ownership of key performance metric and business metric reporting and analysis.
• Successful communicating and influencing finance and business partners.
• Mentoring junior talent team to encourage collaboration and boost personal development.
• Better the finance community with your energy, passion, and team spirit.

Certifications: