Director Finance

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Job description

Job Description:

Director Wealth Solutions Finance

The Finance Director Wealth Solutions Finance role will report directly to the Head of Wealth Solutions (WS) Finance and will provide financial management supporting the domain. This role will collaborate very closely with WS business partners to understand the impact of business strategy, perform customer analytics, and drive the measurement of the business performance for the domain. The role includes the Solutions and development of finance associates in support of the work. The role will work closely with the WS Business and Fidelity Wealth (FW) Finance leaders.

The Expertise and Skills You Bring

• Applicants must have strong analytical, communication, conceptual thinking, and problem-solving capabilities. Advanced experience with various software applications.
• Considerable experience building and leading finance teams to support financial and strategic processes and initiatives.
• Skill to navigate through complex interpersonal support and challenges
• A bachelor's degree in Finance; MBA or advanced degree preferred
• 10+ years of professional experience in Finance with a successful record in financial modeling and analysis
• Experience in finance, strategy, or product development roles across multiple businesses
• Ability and passion for connecting and establishing relationships at all levels of the organization and consistent record to consult and influence senior leader actions!
• Thinks and works across Fidelity, navigates organizational complexity, and thinks in terms of networks!
• Possess the requisite balance of interpersonal skills and analytical abilities to recognize impact on others and adapt to be effective in different situations
• 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 mindset 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 Wealth Solutions Director will possess a shown history to combine a strategic business perspective with strong project management and analytical skills. This is a leadership role on the wealth Solutions finance team. We will work closely with the Wealth Solutions business to deliver actionable financial analysis and decision support that impacts FW s strategy, ability to implement the multi-year plan and drive the business performance measurement for the business. We will provide the leadership for all the financial planning and analysis functions. This role will also play a key leadership role within the group by leading responsibilities for the junior financial analysts.

Responsibilities include:

• Executive, Board, and Operating Committee analyses and presentations, including leadership of financial portions of QBR and planning discussions with FW SLT and other senior audiences
• Strategic and operational financial support of key Wealth Solutions offerings: Advisory Products, Retirement solutions, Planning & Guidance, and Insurance products.
• FP&A activities (strategic and multi-year planning, budgeting, and forecasting; financial close for income statement and balance sheet; revenue and expense analysis; client and product profitability Solutions; reporting and analysis; etc.) supporting FW s 20,000+ associates and $4B+ of direct expenses
• Strategic and tactical Finance leadership of multiple strategic FW initiatives, including but not limited to Contingency Planning and Cross Fidelity initiatives
• Support across FW business performance Solutions processes, including the evolution of Objectives and important metrics, scorecards, Domo, etc.
• FW Finance leadership for Finance Modernization efforts including development of various costing and profitability models
• Developing illuminating customer analytics and insightful business results and performance
• The WS Director will serve as a proxy for WS Finance VP to various internal audiences

The Value You Deliver

• Demonstrating highly creative analytical skills while maintaining focus on details and providing timely results
• Successfully communicating and influencing finance and business partners

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

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 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.

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, detailed in this document , 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.

We invite you to Find Your Fidelity at .

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 .

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