Job Description:
Reporting into the Head of Asset Management (AM) Finance, Strategy and Oversight, you will lead the AM Line finance team that delivers forward-looking financial planning, P&L stewardship, and data-driven strategic insights across the many of Asset Management’s investments, technology and support business divisions, partnering effectively with senior team leaders. You will also oversee the AM Board Finance team, responsible for the end-to-end financial governance for the annual contract renewals with the Fidelity Fund Boards, resulting in 16+ billion of revenue each year. In addition, this role will serve as Chief Financial Officer, Director, and Executive Committee member of Fidelity Institutional Asset Management Trust Company, providing financial governance, shaping its strategy, capital and risk posture, and financial reporting while representing the franchise with senior internal and external stakeholders.
The Expertise and Skills You Bring
You bring 15+ years of progressive finance leadership within asset management or closely related financial services. You must have experience organizing and leading complex projects, prioritizing and managing multiple tasks and monitoring and responding to unforeseen dependencies in a deadline-driven environment. You have strong interpersonal skills, proactively building consultative relationships at multiple levels across the finance function and the business. You have significant experience in leading large finance teams and developing talent while creating an inclusive environment. Additional skills include:
Strong financial analysis and modeling, and financial control skills.
The ability to move the business forward by facilitating collaborative conversations, providing quality data and insights, offering a strategic decision-making framework and perspective, and influencing a decision.
Confidence, business maturity, and ability to work independently and collaborate effectively across all levels of a complex organization.
Outstanding communication, critical thinking, problem solving, and decision-making skills.
The requisite balance of interpersonal skills and analytical abilities, and the ability to recognize impact on others and adapt to be effective in different situations.
Demonstrated ability to consult and influence senior leader actions.
The Value You Deliver
This role is a trusted financial partner to our Asset Management business and will bring a balance of vision and discipline, providing strategic and economic insight on every key decision.
Leading and developing team of ~40 finance associates, including accountability for key talent management processes including hiring, onboarding, goal setting, performance reviews and other career development activities.
Leading the team in developing and making recommendations for key issues or opportunities using broad external context and internal views.
Creating an inclusive climate that values and rewards contributions, driving, initiative, and achievement of results.
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 our customers. FFO further supports AM business lines and boards by providing financial expertise and insights, compliance leadership, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more.
The base salary range for this position is $185,000-$400,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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 consult with your recruiter for the specific expectations for this position.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
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.
Applicant screening
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.