Job Description:
The Role
Are you interested in leading financial analysis and support for three dynamic, constantly evolving investment management divisions? Asset Management Finance is seeking a Vice President to lead finance line support of the High Income and Alternatives, Multi-Asset Solutions and Fidelity Digital Assets divisions. This role will report into the Head of AM Line and Board Finance, leading a team providing finance support to the investment divisions, including multi-year plan, operating plan, budget and forecasts.
In this role you will need to partner directly with the Investment Division Senior Leadership, providing insightful analysis on new investment products, scaling core businesses and industry opportunities. You will be responsible for all aspects of the scorecard development, KPIs, business case development and investment requests including technology spend, new revenue streams, headcount, and expenses changes. You will lead a team of four which will be called upon for advanced levels of financial modeling at times. In addition, you will also focus on coordinating and communicating monthly results and analyses, including assets, flows, market share, expense and headcount. As part of the AM Finance team, you will collaborate with a variety of partners, including senior management, central finance, and the strategy team to drive finance initiatives and deliverables across AM.
The Expertise and Skills you Bring:
Bachelor’s degree in finance, Accounting, or Economics combined with a minimum of 12+ years’ work experience in a finance capacity
Experience in financial services industry is highly desired
Strategic problem solver who can take an end-to-end view of an issue and develop multiple solutions
Advanced experience with various software applications (Excel, PowerPoint, Power BI, Tableau, Anaplan and Think-Cell) and proven ability for building complex financial models
Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization
Outstanding critical thinking, problem solving, and decision-making skills
Proven leadership skills and the ability to develop talent
The Team
The Asset Management Finance and Fund Oversight team, partners across Asset Management to drive our long-term strategy and uphold fiduciary standards for fidelity and our customers. We do this by providing finance expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more.
The base salary range for this position is $130,000-$264,000 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.
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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.
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.