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Senior Vice President, Business Strategy and Central Finance

Fidelity

Fidelity

Accounting & Finance
Boston, MA, USA
Posted on Oct 14, 2025
Apply now

Job Description:

SVP FBOT Head of Strategy, Planning and Central Finance

Fidelity Fund and Brokerage Operations & Technology seeks a highly experienced and motivated strategy and 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 Head of Fund and Brokerage Operations & Technology ('FBOT'), the FBOT senior team, and other senior leaders throughout the firm. Providing thought leadership on strategic, financial, and operating stability and resilience and identifying implications for business goals and objectives.

The Expertise and Skills You Bring
An advanced degree, (MBA or Bachelor’s degree with 15+ years of consulting or strategy experience), and professional accreditation is required. We are looking for expertise in strategy, development, consulting, financial planning, business enablement and engagement. Deep expertise in program management of large, complex, and highly visible cross organization initiatives. Outstanding communication, conceptual thinking, and problem-solving capabilities. Strong leadership skills with proven ability to motivate and achieve results through others including direct reports and business partners. Proven ability to translate strategy into action that drives clear and measurable outcomes.

The skills you bring are:

  • Proven ability to provide structure, coordination, and Chief of Staff support to ensure FBOT Senior Team engagement on relevant topics internal and external to FBOT.
  • Lead development of FBOT’s Strategic Plan and resourcing in alignment with business partners and ensure operating plans support execution of key objectives.
  • Provide consulting and execution support on strategic programs that span multiple functions across FBOT (e.g., FCASH Conversions / analysis, Brokerage Committee, Alts, other).
  • Develop new ways to promote and grow engagement and strengthen culture across sites and to inform associates of milestones & highlight contributions to our collective success, including the Operations Council.
  • Provide oversight leadership and expertise to allow FBOT to effectively and efficiently understand and manage risk, legal and regulatory duties through broad program management.
  • Create, facilitate, and lead preparation of Executive, Board, and Operating Committee analyses and presentations, including leadership of financial portions of QBR and planning discussions with FBOT SMT and other senior audiences.
  • FP&A activities (strategic and multi-year planning, budgeting and forecasting; financial close for income statement and balance sheet; revenue and expense analysis; in support of FBOT.

As the Head of Strategy, Planning and Central Finance you will also be expected to facilitate the consolidation and delivery of the overall strategy for FBOT business, manifested in a multi-year plan and implementation of key elements, which will include:

  • Articulation of our top priorities and the bodies of work that will align to those priorities.
  • Development and maintenance of leadership scorecards that align tightly to the strategy plan.
  • Budget creation that can deliver success against strategic priorities while meeting financial constraints.
  • Provide leadership and management of select top strategic priorities, including connecting the strategic goals outlined in the MYP to business results.
  • Facilitate and support the FBOT leadership team’s discussion of strategic and financial priorities.
  • Build and deliver updates on the financial and strategic performance of the business within FBOT and across the rest of the firm.
  • 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.
  • Team with FBOT communications to support communications from the Head of Fund and Brokerage Operations & Technology and the Head of FBOT Finance and Strategy.
  • Develop new ideas and concepts to provoke dialog and challenge the thinking behind our strategy and plan.
  • Maintain strategy and planning lead connections across FBOT and the firm by creating regular touchpoints.

The Team
The Fund and Brokerage Operations & Technology Strategy and Finance team partners across FBOT to drive long-term focus and execution of its strategic objectives and uphold fiduciary standards for Fidelity. The team further supports the FBOT organization 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, Business Engagement, and Central Finance, you will lead a talented team and will be accountable for continued growth and development.

Certifications:

Category:

Business Strategy

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

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.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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 [email protected], or by calling 800-835-5099, prompt 2, option 3.

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 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.

Benefits
Learning & development
Culture

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

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

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 12,500 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 $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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