Job Description:

Vice President Finance, Fidelity Brokerage

The Role

The Vice President, Fidelity Brokerage, serves as the head of the finance function for the organization and as a trusted leader of the business. BSO (Brokerage Service & Operations) is responsible for running and growing the Fidelity retail brokerage business serving self-directed customers, one of the largest in the country. As a leader of the Finance team supporting the BSO organization, it’s your responsibility to enable fiscally-sound decision making for the business by delivering insightful and actionable financial analysis to our business partners. The candidate filling this role will lead the economic strategy for the business, including business cases around new customer and product opportunities; evaluation of pricing; and measuring the impact of the business’ ability to scale its costs as it grows.

The Expertise and Skills You Bring

Financial discipline, strong relationship building, and the ability to communicate useful financial information to business partners are essential. Success will require strong leadership, strategic business partnering, collaboration skills, an analytic attitude, comprehensive problem solving, independent thinking, and intellectual curiosity.

• Undergraduate degree in Business, Accounting, Finance, Economics, or equivalent; MBA or advanced degree preferred.

• 15+ years of related work experience in Financial Services with extensive experience with:

  • Financial analysis and business case modelling

  • Long-term planning and goal-setting

  • Portfolio management

• Proven strategic leadership in a complex organization

• Strong organizational and communication skills, conceptual thinking, and problem-solving capabilities.

• FINRA Series 27 license a plus

• Proven ability to manage multiple high-priority, highly visible deliverables in a deadline driven environment

• Guiding management on the tech portfolio, leveraging economic analysis

• Ability to lead teams of people to solve problems and answer questions

• Strong strategic and analytical skills combined with proven business and financial acumen

• Excellent communication and interpersonal skills along with your ability to influence others and build relationships

• Ability to develop and implement financial reporting that drives good financial discipline

• Unmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspective

• Enthusiasm and energy in everything you do and a customer obsessed mindset

• Leading budgeting, multi-year and annual planning

• Coordination and execution of broad high-profile projects

• Mange business cases supporting new product offerings, engagement models, and pricing

• Driving sound decision making for the Fidelity Brokerage business

• Sourcing information and synthesizing insights for executive management

• Maintaining positive relationships with your business partners and with the broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projects

• Ability to lead a team – both those directly reporting to you and cross-functional teams

The Team

Fidelity Brokerage Finance, a division of Fidelity Investments, is dedicated to partnering with our business leaders who focus on optimizing, modernizing, and personalizing the self-directed customer experience. The business is focused on providing an industry-leading offering to meet our retail customers’ evolving needs, including our trading capabilities, digital assets, digital user experience and client service teams.

Note: Fidelity is not providing immigration sponsorship for this position

Certifications: